Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Florham Park, NJ
Every SEC-registered financial advisor at a firm office in Florham Park who lists the Certified Financial Planner designation, A to Z.
64 CFP professionals work in Florham Park; the most are at Rockefeller Financial LLC (16). 54 are also registered broker representatives.
CFP advisors in Florham Park, A to Z
Every advisor in Florham Park →- Edwin E. AndrewsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Sean B. ArnoldRockefeller Financial LLC · Certified Financial Planner
- Jonathan R. BattilloRockefeller Financial LLC · Certified Financial Planner
- Thomas J. BirrittellaWiss Private Client Advisors, LLC · Certified Financial Planner
- David F. BoakWiss Private Client Advisors, LLC · Certified Financial Planner
- John Bodnar IIILPL Financial LLC · Certified Financial Planner
- Cynthia C. BrancaCetera Investment Advisers LLC · Certified Financial Planner
- Brigitte A. BrombergkleinEast Coast Wealth Management, Inc. · Certified Financial Planner
- Damien D. CaillaultRaymond James & Associates, Inc. · Certified Financial Planner
- Nicholas D. CampanileAmeriprise Financial Services, LLC · Certified Financial Planner
- John A. CombiasMariner · Certified Financial Planner
- Kyle D. ComerfordRockefeller Financial LLC · Certified Financial Planner
- Paul J. ContreriCetera Investment Advisers LLC · Certified Financial Planner
- Christopher M. ConwayRaymond James & Associates, Inc. · Certified Financial Planner
- Marc R. CoopersmithRBC Capital Markets, LLC · Certified Financial Planner
- Anthony DemaioJeffrey Matthews Wealth Management, LLC · Certified Financial Planner
- Keith G. DowlingMariner · Certified Financial Planner
- Edward F. DoyleLPL Financial LLC · Certified Financial Planner
- Randel H. EvlethMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- David E. FarberRockefeller Financial LLC · Certified Financial Planner
- David L. FrankRaymond James & Associates, Inc. · Certified Financial Planner
- Philip A. GrellaRBC Capital Markets, LLC · Certified Financial Planner
- Kathy HayPark Avenue Securities LLC · Certified Financial Planner
- Jason W. HoffmanWiss Private Client Advisors, LLC · Certified Financial Planner
- Jahan K. JewayniRockefeller Financial LLC · Certified Financial Planner
- Jeffrey J. JordanMariner · Certified Financial Planner
- Thomas C. KleinRBC Capital Markets, LLC · Certified Financial Planner
- Chester F. Makuch Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Joseph L. MarinaccioRaymond James & Associates, Inc. · Certified Financial Planner
- Ernest H. MathewsonCetera Investment Advisers LLC · Certified Financial Planner
- Elizaveta McCartneyRBC Capital Markets, LLC · Certified Financial Planner
- Assunta R. McLaneMariner · Certified Financial Planner
- Brett MonseinRockefeller Financial LLC · Certified Financial Planner
- Michael G. MooreRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Sean MorelandRockefeller Financial LLC · Certified Financial Planner
- Julia J. PayneRockefeller Financial LLC · Certified Financial Planner
- Lindsay E. PayneRockefeller Financial LLC · Certified Financial Planner
- Jeffrey D. PeiflyRBC Capital Markets, LLC · Certified Financial Planner
- Dustin D. PoretskinRBC Capital Markets, LLC · Certified Financial Planner
- Rebecca E. PowellWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kyle A. PrestiWiss Private Client Advisors, LLC · Certified Financial Planner
- Thomas M. QuinnRBC Capital Markets, LLC · Certified Financial Planner
- John C. RapportRockefeller Financial LLC · Certified Financial Planner
- Michael P. RinaldoAmeriprise Financial Services, LLC · Certified Financial Planner
- Kayla A. RodriguezMariner · Certified Financial Planner
- Kylie A. RomanRockefeller Financial LLC · Certified Financial Planner
- Leigh C. RussoMariner · Certified Financial Planner
- Richard F. SamaraPrivate Advisor Group, LLC · Certified Financial Planner
- Molly K. ScalzoWiss Private Client Advisors, LLC · Certified Financial Planner
- Eric W. SchenkRockefeller Financial LLC · Certified Financial Planner
- Adam B. SchlossbergPark Avenue Securities LLC · Certified Financial Planner
- Peter A. Scocca IIIWells Fargo Clearing Services, LLC · Certified Financial Planner
- Lawrence A. ScovellCetera Investment Advisers LLC · Certified Financial Planner
- Sheila S. ShafferRockefeller Financial LLC · Certified Financial Planner
- Michael H. SimonRBC Capital Markets, LLC · Certified Financial Planner
- Colin SlabachMeridian Atlas Planning · Certified Financial Planner
- Elizabeth D. SnyderRockefeller Financial LLC · Certified Financial Planner
- Braezen R. SubickPark Avenue Securities LLC · Certified Financial Planner
- Patrick T. SweetRockefeller Financial LLC · Certified Financial Planner
- Michael TartagliaOppenheimer & Co. Inc. · Certified Financial Planner
- Richard P. TierneyEdward Jones · Certified Financial Planner
- Eric P. WalkerRockefeller Financial LLC · Certified Financial Planner
- Eric L. WooRBC Capital Markets, LLC · Certified Financial Planner
- Ryan P. WoodringLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Florham Park
Rockefeller Financial LLC 16RBC Capital Markets, LLC 9Mariner 6Wiss Private Client Advisors, LLC 5Cetera Investment Advisers LLC 4Raymond James & Associates, Inc. 4Ameriprise Financial Services, LLC 3LPL Financial LLC 3Park Avenue Securities LLC 3Rockefeller Capital Management 3Wells Fargo Clearing Services, LLC 3Bodnar Financial Advisors, Inc. 1East Coast Wealth Management, Inc. 1Edward Jones 1Jeffrey Matthews Wealth Management, LLC 1
CFP advisors in other New Jersey cities
All of New Jersey →Morristown 182Red Bank 87Parsippany 84Paramus 83Marlton 57Princeton 53Summit 50Englewood 37Westwood 32Cherry Hill 27Jersey City 27Ridgewood 27Fairfield 26Manasquan 24Warren 24Wall 22Bedminster 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16Lawrenceville 16
Questions
How many CFP financial advisors are in Florham Park, NJ?
64 SEC-registered investment adviser representatives at firm offices in Florham Park, New Jersey list the CFP designation; Rockefeller Financial LLC employs the most of them (16).
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 Florham Park?
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.