Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Norwood, MA
Every SEC-registered financial advisor at a firm office in Norwood who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Norwood; the most are at Edelman Financial Engines (3). 0 are also registered broker representatives.
CFP advisors in Norwood, A to Z
Every advisor in Norwood →- Robert J. Andreola Jr.Edelman Financial Engines · Certified Financial Planner
- Timothy R. CoutureCompound Planning, Inc. · Certified Financial Planner
- Gabriel J. GoodhopeEdelman Financial Engines · Certified Financial Planner, Chartered Financial Consultant
- Laura L. GustafsonAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Consultant
- Ashley R. LareauAllworth Financial, L.P. · Certified Financial Planner
- Gerald LoftinProficient Wealth Counselors, LLC · Certified Financial Planner
- Fearghal O'RiainEdelman Financial Engines · Certified Financial Planner
Firms with the most CFP professionals in Norwood
Edelman Financial Engines 3Allworth Financial, L.P. 2Compound Planning, Inc. 1Proficient Wealth Counselors, LLC 1
CFP advisors in other Massachusetts cities
All of Massachusetts →Boston 391Waltham 92Needham 60Westborough 43Burlington 41Wellesley 40Westwood 36Braintree 35Danvers 31Hingham 27Lexington 25Newton 25Andover 24Woburn 24Worcester 24Norwell 22Wakefield 22Framingham 21Plymouth 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13
Questions
How many CFP financial advisors are in Norwood, MA?
7 SEC-registered investment adviser representatives at firm offices in Norwood, Massachusetts list the CFP designation; Edelman Financial Engines employs the most of them (3).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Norwood?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.