Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Santa Fe, NM
Every SEC-registered financial advisor at a firm office in Santa Fe who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Santa Fe; the most are at Financial Partners, LLC (2). 6 are also registered broker representatives.
CFP advisors in Santa Fe, A to Z
Every advisor in Santa Fe →- Kristina E. AlleySanta Fe Advisors LLC · Certified Financial Planner
- Thomas G. BustamanteBustamante Financial Planning · Certified Financial Planner
- Stephen A. DuckG. Allen Financial Inc. · Certified Financial Planner
- Johann A. KlaassenHorizons Sustainable Financial Services, Inc. · Certified Financial Planner
- Mary E. MacukasStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- William S. McArthurJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Peter D. MurphyFinancial Partners, LLC · Certified Financial Planner
- Gregory A. MyersFinancial Partners, LLC · Certified Financial Planner
- Ashley R. OlivasSavant Wealth Management · Certified Financial Planner
- Lindsey S. RafkindAbacus Wealth Partners · Certified Financial Planner
- Peter B. RappmundCounterpoint · Certified Financial Planner
- Gonzalo RufattAltamira Financial Group, LLC · Certified Financial Planner
- Mariah L. SacomanHighrocks Wealth, LLC · Certified Financial Planner
- Thomas C. SchwabT.C. Schwab Financial Planning, LLC · Certified Financial Planner
- Deborah J. TrouwKestra Advisory Services, LLC · Certified Financial Planner
- Jeffrey D. Weeast Sr.Edward Jones · Certified Financial Planner
- John A. WhiteknightCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Santa Fe
Financial Partners, LLC 2Abacus Wealth Partners 1Altamira Financial Group, LLC 1Bustamante Financial Planning 1Cetera Investment Advisers LLC 1Counterpoint 1Edward Jones 1G. Allen Financial Inc. 1Highrocks Wealth, LLC 1Horizons Sustainable Financial Services, Inc. 1J. W. Cole Advisors, Inc. 1Kestra Advisory Services, LLC 1Santa Fe Advisors LLC 1Savant Wealth Management 1Stifel, Nicolaus & Company, Incorporated 1
CFP advisors in other New Mexico cities
All of New Mexico →Questions
How many CFP financial advisors are in Santa Fe, NM?
17 SEC-registered investment adviser representatives at firm offices in Santa Fe, New Mexico list the CFP designation; Financial Partners, LLC employs the most of them (2).
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 Santa Fe?
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.