Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Westfield, NJ
Every SEC-registered financial advisor at a firm office in Westfield who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Westfield; the most are at Cerity Partners LLC (3). 6 are also registered broker representatives.
CFP advisors in Westfield, A to Z
Every advisor in Westfield →- Jayson M. AstelEdward Jones · Certified Financial Planner
- Edward BandWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Frederic A. BehrensCerity Partners LLC · Certified Financial Planner
- Heather BenzEdward Jones · Certified Financial Planner
- Mariella P. FoleyCerity Partners LLC · Certified Financial Planner
- Eric L. GaborEagle Grove Advisors LLC · Certified Financial Planner
- John PiszkoWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Russell G. RabadeauRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Valerie RosalyCerity Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher J. StapletonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Mark F. SwingleMerit Financial Advisors · Certified Financial Planner
- Robert N. TuckerTucker Wealth Advisory · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in Westfield
Cerity Partners LLC 3Edward Jones 2Raymond James Financial Services Advisors, Inc. 2Wells Fargo Advisors Financial Network, LLC 2Eagle Grove Advisors LLC 1Merit Financial Advisors 1Tucker Wealth Advisory 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 Westfield, NJ?
12 SEC-registered investment adviser representatives at firm offices in Westfield, New Jersey list the CFP designation; Cerity Partners 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 Westfield?
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.