Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Westwood, MA
Every SEC-registered financial advisor at a firm office in Westwood who lists the Certified Financial Planner designation, A to Z.
36 CFP professionals work in Westwood; the most are at Savant Wealth Management (10). 19 are also registered broker representatives.
CFP advisors in Westwood, A to Z
Every advisor in Westwood →- Guillermo AlbertoLPL Financial LLC · Certified Financial Planner
- Sammy A. AzzouzSavant Wealth Management · Certified Financial Planner
- Maclean J. BarachStage Harbor Financial · Certified Financial Planner
- Matthew D. BiggarStage Harbor Financial · Certified Financial Planner, Chartered Financial Analyst
- Tom W. BurchellCitizens Securities, Inc. · Certified Financial Planner
- James E. CapraStrategic Advisers LLC · Certified Financial Planner
- Joshua DevereauxStage Harbor Financial · Certified Financial Planner
- Timothy R. DriscollSavant Wealth Management · Certified Financial Planner
- Andre M. FernandesStage Harbor Financial · Certified Financial Planner
- Kenzie M. FerrisSavant Wealth Management · Certified Financial Planner
- Jason R. FridayCitizens Securities, Inc. · Certified Financial Planner
- John P. GaveyCitizens Securities, Inc. · Certified Financial Planner
- Gregory P. HartLPL Financial LLC · Certified Financial Planner, Personal Financial Specialist
- Brian G. HennessyStage Harbor Financial · Certified Financial Planner
- Paul J. HigginsSavant Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- David L. HudsonCitizens Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ruhan InanogluCitizens Securities, Inc. · Certified Financial Planner, Chartered Financial Analyst
- William F. LefavorStage Harbor Financial · Certified Financial Planner
- Shawn M. LimerickLPL Financial LLC · Certified Financial Planner
- Martha M. LordCitizens Securities, Inc. · Certified Financial Planner
- Stephanie LynneLPL Financial LLC · Certified Financial Planner
- Jennet MammedovaCitizens Securities, Inc. · Certified Financial Planner
- Douglas R. MaviliaKestra Advisory Services, LLC · Certified Financial Planner
- John J. McCarthy IIILPL Financial LLC · Certified Financial Planner
- Michael P. McHugoSavant Wealth Management · Certified Financial Planner
- Ryan MeeStrategic Advisers LLC · Certified Financial Planner
- Philip M. PeckLPL Financial LLC · Certified Financial Planner
- Jared M. RavechSavant Wealth Management · Certified Financial Planner
- Cole G. SamsonSavant Wealth Management · Certified Financial Planner
- James P. ScanlanStage Harbor Financial · Certified Financial Planner
- Peter J. SmithKestra Advisory Services, LLC · Certified Financial Planner
- Randal E. SymankStrategic Advisers LLC · Certified Financial Planner
- Alexia S. TeixeiraSavant Wealth Management · Certified Financial Planner
- William B. ThomasLPL Financial LLC · Certified Financial Planner
- Michael R. WaldronSavant Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Robert T. WeisseSavant Wealth Management · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in Westwood
Savant Wealth Management 10Citizens Securities, Inc. 7LPL Financial LLC 7Stage Harbor Financial 7Strategic Advisers LLC 3Kestra Advisory Services, LLC 2
CFP advisors in other Massachusetts cities
All of Massachusetts →Boston 391Waltham 92Needham 60Westborough 43Burlington 41Wellesley 40Braintree 35Danvers 31Hingham 27Lexington 25Newton 25Andover 24Woburn 24Worcester 24Norwell 22Wakefield 22Framingham 21Plymouth 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13Springfield 13
Questions
How many CFP financial advisors are in Westwood, MA?
36 SEC-registered investment adviser representatives at firm offices in Westwood, Massachusetts list the CFP designation; Savant Wealth Management 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 Westwood?
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.