Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Rochelle Park, NJ

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

6 CFP professionals work in Rochelle Park; the most are at Raymond James Financial Services Advisors, Inc. (3). 5 are also registered broker representatives.

CFP advisors in Rochelle Park, A to Z

Every advisor in Rochelle Park →
  • Thomas E. BurkeCetera Investment Advisers LLC · Certified Financial Planner
  • Amy HarrisonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Klara LeonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Charles J. MorganRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Jonathan J. RosenCetera Investment Advisers LLC · Certified Financial Planner
  • David A. SolomonMariner Independent · Certified Financial Planner

Firms with the most CFP professionals in Rochelle Park

Raymond James Financial Services Advisors, Inc. 3Cetera Investment Advisers LLC 2Mariner Independent 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 Rochelle Park, NJ?

6 SEC-registered investment adviser representatives at firm offices in Rochelle Park, New Jersey list the CFP designation; Raymond James Financial Services Advisors, Inc. 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 Rochelle 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.