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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Westwood, NJ

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

32 CFP professionals work in Westwood; the most are at Modera Wealth Management, LLC (30). 2 are also registered broker representatives.

CFP advisors in Westwood, A to Z

Every advisor in Westwood →
  • Thomas W. AusfahlModera Wealth Management, LLC · Certified Financial Planner
  • George M. BaughmanModera Wealth Management, LLC · Certified Financial Planner
  • Benjamin M. BlakeModera Wealth Management, LLC · Certified Financial Planner
  • Jeffrey C. BrewerModera Wealth Management, LLC · Certified Financial Planner
  • Elizabeth S. BrozenaModera Wealth Management, LLC · Certified Financial Planner
  • Anna E. BruderModera Wealth Management, LLC · Certified Financial Planner
  • Nicholas V. Di PaloModera Wealth Management, LLC · Certified Financial Planner
  • Robert J. Dowling Jr.Modera Wealth Management, LLC · Certified Financial Planner
  • Kelly A. HenningModera Wealth Management, LLC · Certified Financial Planner
  • William E. HouckModera Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • William J. HufnellModera Wealth Management, LLC · Certified Financial Planner
  • Adam J. LeoneModera Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Peter J. McKenna Sr.Modera Wealth Management, LLC · Certified Financial Planner
  • William A. MoirModera Wealth Management, LLC · Certified Financial Planner
  • Laura H. NascaModera Wealth Management, LLC · Certified Financial Planner
  • Neal A. NolanModera Wealth Management, LLC · Certified Financial Planner
  • Joseph NoleModera Wealth Management, LLC · Certified Financial Planner
  • Thomas A. OrecchioModera Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Carter OteyModera Wealth Management, LLC · Certified Financial Planner
  • Harli L. PalmeModera Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Molly H. RimesModera Wealth Management, LLC · Certified Financial Planner
  • Brian K. SchiessModera Wealth Management, LLC · Certified Financial Planner
  • Matthew T. SimonFortis Group Advisors LLC · Certified Financial Planner
  • Arthur J. SiscoLPL Financial LLC · Certified Financial Planner
  • Eric M. SneiderModera Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Michaela H. StclairModera Wealth Management, LLC · Certified Financial Planner
  • Kristen L. StonehouseModera Wealth Management, LLC · Certified Financial Planner
  • Jason P. SuwayModera Wealth Management, LLC · Certified Financial Planner
  • Erin L. VillamizarModera Wealth Management, LLC · Certified Financial Planner
  • Gabriela P. VillarModera Wealth Management, LLC · Certified Financial Planner
  • Richard A. WidickModera Wealth Management, LLC · Certified Financial Planner
  • Blake J. WillisModera Wealth Management, LLC · Certified Financial Planner

Firms with the most CFP professionals in Westwood

Modera Wealth Management, LLC 30Fortis Group Advisors LLC 1LPL Financial LLC 1

CFP advisors in other New Jersey cities

All of New Jersey →

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

Questions

How many CFP financial advisors are in Westwood, NJ?

32 SEC-registered investment adviser representatives at firm offices in Westwood, New Jersey list the CFP designation; Modera Wealth Management, LLC employs the most of them (30).

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 Westwood?

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.