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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Ithaca, NY

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

13 CFP professionals work in Ithaca; the most are at Cornell Pochily Investment Advisors, Inc. (4). 3 are also registered broker representatives.

CFP advisors in Ithaca, A to Z

Every advisor in Ithaca →
  • Keith BaierMoors & Cabot, Inc. · Certified Financial Planner
  • Anne C. ChernishAnchor Capital Management, LLC · Certified Financial Planner
  • Samuel E. ConwayS Conway Consulting, LLC · Certified Financial Planner
  • John M. CorsiAmeriprise Financial Services, LLC · Certified Financial Planner
  • Marshall McCormickFingerlakes Wealth Management, Inc. · Certified Financial Planner
  • Nelson B. MeadCornell Pochily Investment Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Molly E. O'NeillCornell Pochily Investment Advisors, Inc. · Certified Financial Planner
  • Shane P. O'NeillCornell Pochily Investment Advisors, Inc. · Certified Financial Planner
  • Celine OhEdward Jones · Certified Financial Planner
  • Angela M. OneillNew Horizon Financial Strategies, LLC · Certified Financial Planner
  • Linda S. ParksForum Financial Management, LP · Certified Financial Planner
  • Matthew C. StoutenburgCornell Pochily Investment Advisors, Inc. · Certified Financial Planner
  • Paul A. StrebelNew Horizon Financial Strategies, LLC · Certified Financial Planner

Firms with the most CFP professionals in Ithaca

Cornell Pochily Investment Advisors, Inc. 4New Horizon Financial Strategies, LLC 2Ameriprise Financial Services, LLC 1Anchor Capital Management, LLC 1Edward Jones 1Fingerlakes Wealth Management, Inc. 1Forum Financial Management, LP 1Moors & Cabot, Inc. 1S Conway Consulting, LLC 1

CFP advisors in other New York cities

All of New York →

New York 985Rochester 131Melville 110Garden City 65Pittsford 61Williamsville 61Buffalo 56Albany 52Brooklyn 52Hauppauge 51Syracuse 46White Plains 40Tarrytown 39Latham 33Purchase 33Saratoga Springs 31Jericho 28New York City 28Staten Island 25Woodbury 25Amherst 24Fairport 24Rye Brook 22Orchard Park 21

Questions

How many CFP financial advisors are in Ithaca, NY?

13 SEC-registered investment adviser representatives at firm offices in Ithaca, New York list the CFP designation; Cornell Pochily Investment Advisors, 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 Ithaca?

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.