Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Montclair, NJ
Every SEC-registered financial advisor at a firm office in Montclair who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in Montclair; the most are at Rmr Wealth Builders, Inc. (9). 7 are also registered broker representatives.
CFP advisors in Montclair, A to Z
Every advisor in Montclair →- Dominic AcetoRmr Wealth Builders, Inc. · Certified Financial Planner
- Marshall S. BurroughsRmr Wealth Builders, Inc. · Certified Financial Planner
- Alexander B. CarrAmeriprise Financial Services, LLC · Certified Financial Planner
- Peter L. ChandlerRmr Wealth Builders, Inc. · Certified Financial Planner
- Evan R. DanknerAmeriprise Financial Services, LLC · Certified Financial Planner
- Matthew C. DavellaJ.P. Morgan Securities LLC · Certified Financial Planner
- Ryan P. DegrauRmr Wealth Builders, Inc. · Certified Financial Planner
- David A. DowdDowd Financial Planning · Certified Financial Planner
- Kevin D. EllmanKestra Advisory Services, LLC · Certified Financial Planner
- Michael GarrettWjl Financial Advisors · Certified Financial Planner
- John D. GentryRmr Wealth Builders, Inc. · Certified Financial Planner
- Vincent H. GrossoGrosso Wealth Management LLC · Certified Financial Planner
- Adam D. HuntRmr Wealth Builders, Inc. · Certified Financial Planner
- Brogan P. O'ConnorRmr Wealth Builders, Inc. · Certified Financial Planner
- Howard G. ReizunKestra Private Wealth Services, LLC · Certified Financial Planner
- Alexander R. SaltonRmr Wealth Builders, Inc. · Certified Financial Planner
- Joel A. SchreiberSfi Advisors, LLC · Certified Financial Planner
- Daniel C. SingerKestra Advisory Services, LLC · Certified Financial Planner
- Tyler F. WhitehouseRmr Wealth Builders, Inc. · Certified Financial Planner
- Jill WilliamsAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Montclair
Rmr Wealth Builders, Inc. 9Ameriprise Financial Services, LLC 3Kestra Advisory Services, LLC 2Dowd Financial Planning 1Grosso Wealth Management LLC 1J.P. Morgan Securities LLC 1Kestra Private Wealth Services, LLC 1Sfi Advisors, LLC 1Wjl Financial Advisors 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 21Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16Lawrenceville 16
Questions
How many CFP financial advisors are in Montclair, NJ?
20 SEC-registered investment adviser representatives at firm offices in Montclair, New Jersey list the CFP designation; Rmr Wealth Builders, Inc. employs the most of them (9).
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 Montclair?
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.