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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in New Paltz, NY

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

2 CFP professionals work in New Paltz; the most are at Beyond Wealth Management Group, LLC (1). 0 are also registered broker representatives.

CFP advisors in New Paltz, A to Z

Every advisor in New Paltz →
  • Christopher C. DrouinBeyond Wealth Management Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • David A. StermanHuguenot Financial Planning · Certified Financial Planner

Firms with the most CFP professionals in New Paltz

Beyond Wealth Management Group, LLC 1Huguenot Financial Planning 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 New Paltz, NY?

2 SEC-registered investment adviser representatives at firm offices in New Paltz, New York list the CFP designation; Beyond Wealth Management Group, LLC employs the most of them (1).

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 New Paltz?

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.