Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Upper Saddle River, NJ

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

4 CFP professionals work in Upper Saddle River; the most are at Creative Planning (1). 3 are also registered broker representatives.

CFP advisors in Upper Saddle River, A to Z

Every advisor in Upper Saddle River →

Sasha AgostaStrategic Advisers LLC · Certified Financial Planner
Jill B. CooperOsaic Wealth, Inc. · Certified Financial Planner
Emily K. MinickCreative Planning · Certified Financial Planner
Jeffrey WilsonLPL Financial LLC · Certified Financial Planner

Firms with the most CFP professionals in Upper Saddle River

Creative Planning 1 LPL Financial LLC 1 Osaic Wealth, Inc. 1 Strategic Advisers LLC 1

CFP advisors in other New Jersey cities

All of New Jersey →

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

Questions

How many CFP financial advisors are in Upper Saddle River, NJ?

4 SEC-registered investment adviser representatives at firm offices in Upper Saddle River, New Jersey list the CFP designation; Creative Planning 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 Upper Saddle River?

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.