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
FP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch says

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Weehawken, NJ

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

9 CFP professionals work in Weehawken; the most are at UBS Financial Services Inc. (9). 9 are also registered broker representatives.

CFP advisors in Weehawken, A to Z

Every advisor in Weehawken →
  • Claire M. CarterUBS Financial Services Inc. · Certified Financial Planner
  • Isaac ChotaUBS Financial Services Inc. · Certified Financial Planner
  • Jasmine L. EdoUBS Financial Services Inc. · Certified Financial Planner
  • Omar JallowUBS Financial Services Inc. · Certified Financial Planner
  • Kirtana V. PatelUBS Financial Services Inc. · Certified Financial Planner
  • Yohan SivakumarUBS Financial Services Inc. · Certified Financial Planner
  • Amanda R. SmithyUBS Financial Services Inc. · Certified Financial Planner
  • Olapeju TogundeUBS Financial Services Inc. · Certified Financial Planner
  • Teri-Ann ValleeUBS Financial Services Inc. · Certified Financial Planner

Firms with the most CFP professionals in Weehawken

UBS Financial Services Inc. 9

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 Weehawken, NJ?

9 SEC-registered investment adviser representatives at firm offices in Weehawken, New Jersey list the CFP designation; UBS Financial Services 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 Weehawken?

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.