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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Montville, NJ

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

7 CFP professionals work in Montville; the most are at Cetera Investment Advisers LLC (3). 5 are also registered broker representatives.

CFP advisors in Montville, A to Z

Every advisor in Montville →
  • Richard D. ByankCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Diane F. De OliveiraCetera Investment Advisers LLC · Certified Financial Planner
  • Douglas P. DuerrPrivate Advisor Group, LLC · Certified Financial Planner
  • Jordan C. KaufmanGreen Ridge Wealth Planning LLC · Certified Financial Planner, Chartered Financial Analyst
  • Joseph W. PolicastroCetera Investment Advisers LLC · Certified Financial Planner
  • Daniel RichardsCharles Schwab & Co., Inc. · Certified Financial Planner
  • Kevin P. SaiaS Squared Retirement Solutions LLC · Certified Financial Planner

Firms with the most CFP professionals in Montville

Cetera Investment Advisers LLC 3Charles Schwab & Co., Inc. 1Green Ridge Wealth Planning LLC 1Private Advisor Group, LLC 1S Squared Retirement Solutions 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 Montville, NJ?

7 SEC-registered investment adviser representatives at firm offices in Montville, New Jersey list the CFP designation; Cetera Investment Advisers 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 Montville?

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.