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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Closter, NJ

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

The short answer

1 CFP advisor work in Closter; the most are at Treesa Financial Planning, LLC (1). 0 are also registered broker representatives.

CFP advisors in Closter, A to Z

Every advisor in Closter →
  • Theresa C. WanTreesa Financial Planning, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFP professionals in Closter

Treesa Financial Planning, LLC 1

CFP advisors in other New Jersey cities

All of New Jersey →

Morristown 182Red Bank 87Parsippany 84Paramus 83Florham Park 64Marlton 57Princeton 53Summit 50Englewood 37Westwood 32Cherry Hill 27Jersey City 27Ridgewood 27Fairfield 26Manasquan 24Warren 24Wall 22Bedminster 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16

Questions

How many CFP financial advisors are in Closter, NJ?

1 SEC-registered investment adviser representatives at firm offices in Closter, New Jersey list the CFP designation; Treesa Financial Planning, LLC employs the most of them (1).

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 Closter?

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.