Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Wakefield, MA
Every SEC-registered financial advisor at a firm office in Wakefield who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Wakefield; the most are at Sentinel Pension Advisors, LLC. (10). 17 are also registered broker representatives.
CFP advisors in Wakefield, A to Z
Every advisor in Wakefield →- David A. BatchelderSentinel Pension Advisors, LLC. · Certified Financial Planner, Chartered Financial Analyst
- Daniel BernardoSentinel Pension Advisors, LLC. · Certified Financial Planner
- James BuckleyLPL Enterprise, LLC · Certified Financial Planner
- James M. CarnevaleSentinel Pension Advisors, LLC. · Certified Financial Planner
- Raymond C. CelayaPlante Moran Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
- Matthew E. ClearySentinel Pension Advisors, LLC. · Certified Financial Planner
- Michael J. DibaccoSentinel Pension Advisors, LLC. · Certified Financial Planner
- Ara DiloyanSentinel Pension Advisors, LLC. · Certified Financial Planner
- Ross E. JamesSentinel Pension Advisors, LLC. · Certified Financial Planner
- Mark D. KinneyVirtue Capital Management, LLC · Certified Financial Planner
- Michael R. KriskoCommonwealth Financial Network · Certified Financial Planner
- Elizabeth M. NewcombeLPL Enterprise, LLC · Certified Financial Planner
- Lucas J. NobleMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Shaun O'HareOsaic Wealth, Inc. · Certified Financial Planner
- Lyn A. ParkerWhitman Financial Services, LLC. · Certified Financial Planner
- Ryan M. PettiSentinel Pension Advisors, LLC. · Certified Financial Planner
- Ryan M. RansfordSentinel Pension Advisors, LLC. · Certified Financial Planner
- Lawrence B. RaymondSentinel Pension Advisors, LLC. · Certified Financial Planner, Chartered Financial Consultant
- Michael M. RyanOsaic Wealth, Inc. · Certified Financial Planner
- Paul V. Ryan Jr.Flagship Wealth Advisors, LLC. · Certified Financial Planner
- Maja StojanovicOsaic Wealth, Inc. · Certified Financial Planner
- Jeffrey WoodLPL Enterprise, LLC · Certified Financial Planner
Firms with the most CFP professionals in Wakefield
Sentinel Pension Advisors, LLC. 10LPL Enterprise, LLC 3Osaic Wealth, Inc. 3Commonwealth Financial Network 1Flagship Wealth Advisors, LLC. 1MML Investors Services, LLC 1Plante Moran Financial Advisors 1Virtue Capital Management, LLC 1Whitman Financial Services, 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 22Framingham 21Plymouth 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13Springfield 13
Questions
How many CFP financial advisors are in Wakefield, MA?
22 SEC-registered investment adviser representatives at firm offices in Wakefield, Massachusetts list the CFP designation; Sentinel Pension Advisors, LLC. employs the most of them (10).
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 Wakefield?
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.