Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Winchester, MA
Every SEC-registered financial advisor at a firm office in Winchester who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Winchester; the most are at Ameriprise Financial Services, LLC (3). 6 are also registered broker representatives.
CFP advisors in Winchester, A to Z
Every advisor in Winchester →- Paul R. BourgeoisShepherd Financial Partners, LLC · Certified Financial Planner
- John D. ColantinoAct 2 Planning · Certified Financial Planner
- Lee G. EudyBoston Standard Wealth Management, LLC · Certified Financial Planner
- Emma F. KerssAmeriprise Financial Services, LLC · Certified Financial Planner
- Christina A. LarsonLarson Financial Planning Inc. · Certified Financial Planner
- Kathryn L. MaffeiLPL Financial LLC · Certified Financial Planner
- Carolyn L. NolanAmeriprise Financial Services, LLC · Certified Financial Planner
- Suzanne L. ReganAmeriprise Financial Services, LLC · Certified Financial Planner
- Robert M. ShepherdLPL Financial LLC · Certified Financial Planner
- Robert W. TafuriBoston Standard Wealth Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Winchester
Ameriprise Financial Services, LLC 3Boston Standard Wealth Management, LLC 2LPL Financial LLC 2Shepherd Financial Partners, LLC 2Act 2 Planning 1Larson Financial Planning 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 Winchester, MA?
10 SEC-registered investment adviser representatives at firm offices in Winchester, Massachusetts list the CFP designation; Ameriprise Financial Services, LLC 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 Winchester?
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.