Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Warren, NJ
Every SEC-registered financial advisor at a firm office in Warren who lists the Certified Financial Planner designation, A to Z.
The short answer
24 CFP professionals work in Warren; the most are at UBS Financial Services Inc. (4). 14 are also registered broker representatives.
CFP advisors in Warren, A to Z
Every advisor in Warren →- Kevin AmerioUBS Financial Services Inc. · Certified Financial Planner
- Connor J. Barbella-RoeslerKintra Wealth, LLC · Certified Financial Planner
- Lauren M. BechtUBS Financial Services Inc. · Certified Financial Planner
- Gilbert H. BlitzUBS Financial Services Inc. · Certified Financial Planner
- Peter J. DesnoyersMorgan Stanley · Certified Financial Planner
- Neal DrasinEdward Jones · Certified Financial Planner
- Nicole B. DrasinEdward Jones · Certified Financial Planner
- Alfonso GialanellaWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Anibal E. Guerrero RussoKintra Wealth, LLC · Certified Financial Planner
- Kellen N. HardyMML Investors Services, LLC · Certified Financial Planner
- Harrison C. HoyesUBS Financial Services Inc. · Certified Financial Planner
- Fred JaramilloWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Bret KayeWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Jacob M. KovarWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Stephen C. LockerLPL Financial LLC · Certified Financial Planner
- Douglas E. MolstadLPL Financial LLC · Certified Financial Planner
- Peter A. NeedhamWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Gary NestaMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Yash NiphadkarExcel Capital Management Corp. · Certified Financial Planner
- Robert F. O'BrienCapital Enhancement, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gary QuinzelWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jake SchermerhornKintra Wealth, LLC · Certified Financial Planner
- George M. SpinelliSpinelli Financial Advisors, Inc. · Certified Financial Planner
- Alan J. TangretiMorgan Stanley · Certified Financial Planner
Firms with the most CFP professionals in Warren
UBS Financial Services Inc. 4Wealth Enhancement Advisory Services, LLC 4Kintra Wealth, LLC 3Edward Jones 2LPL Financial LLC 2MML Investors Services, LLC 2Morgan Stanley 2Wells Fargo Advisors Financial Network, LLC 2Capital Enhancement, LLC 1Excel Capital Management Corp. 1Spinelli Financial Advisors, Inc. 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 24Wall 22Bedminster 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16Lawrenceville 16
Questions
How many CFP financial advisors are in Warren, NJ?
24 SEC-registered investment adviser representatives at firm offices in Warren, New Jersey list the CFP designation; UBS Financial Services Inc. employs the most of them (4).
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 Warren?
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.