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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Pittsfield, MA

Every SEC-registered financial advisor at a firm office in Pittsfield who lists the Certified Financial Planner designation, A to Z.

6 CFP professionals work in Pittsfield; the most are at Commonwealth Financial Network (2). 4 are also registered broker representatives.

CFP advisors in Pittsfield, A to Z

Every advisor in Pittsfield →
  • Richard E. GingrasCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • William B. KirbyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Phuong LuongJust Wealth LLC · Certified Financial Planner
  • Kevin P. O'Donnell Jr.Commonwealth Financial Network · Certified Financial Planner
  • David A. RiceRaymond James & Associates, Inc. · Certified Financial Planner
  • James R. RoseDollar & Sense · Certified Financial Planner

Firms with the most CFP professionals in Pittsfield

Commonwealth Financial Network 2Dollar & Sense 1Just Wealth LLC 1Raymond James & Associates, Inc. 1Raymond James Financial Services Advisors, Inc. 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 Pittsfield, MA?

6 SEC-registered investment adviser representatives at firm offices in Pittsfield, Massachusetts list the CFP designation; Commonwealth Financial Network employs the most of them (2).

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 Pittsfield?

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.