Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Rochester, NY
Every SEC-registered financial advisor at a firm office in Rochester who lists the Certified Financial Planner designation, A to Z.
131 CFP professionals work in Rochester; the most are at Ameriprise Financial Services, LLC (11). 91 are also registered broker representatives.
CFP advisors in Rochester, A to Z
Every advisor in Rochester →- Zachary T. ArmstrongSage, Rutty & Co., Inc. · Certified Financial Planner
- Dustin L. BakerSage, Rutty & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- Joseph BarcellonaLPL Financial LLC · Certified Financial Planner
- Elizabeth A. BarrettHighroad Wealth Advisers, LLC · Certified Financial Planner
- Scott L. BattleOsaic Wealth, Inc. · Certified Financial Planner
- Melisa M. Beauchesne-EllisStrategic Advisers LLC · Certified Financial Planner
- Barbara S. BensinkMariner · Certified Financial Planner
- Sara S. BerkowiczLifemark Securities Corp. · Certified Financial Planner
- Brittany L. BiegerMorgan Stanley · Certified Financial Planner
- Keith C. BockRaymond James & Associates, Inc. · Certified Financial Planner
- Katharine P. BressingtonLinden Financial Consultants, LLC · Certified Financial Planner
- Garrett P. BunchCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- James P. BurkeSage, Rutty & Co., Inc. · Certified Financial Planner
- Rachel K. CalleaCaptrust · Certified Financial Planner
- Bryce P. CareyNorthlanding Financial Partners, LLC · Certified Financial Planner
- Kathryn R. CastroAmeriprise Financial Services, LLC · Certified Financial Planner
- Francis M. CelonaCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Kristina P. Chan SickmondUBS Financial Services Inc. · Certified Financial Planner
- Michael J. Charleton Jr.William Joseph Capital Management, Inc. · Certified Financial Planner
- Ronald A. Ciminelli JrEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Marcin P. CiolekMariner · Certified Financial Planner
- Alexandra S. CobbEdward Jones · Certified Financial Planner
- William R. CooperJ.P. Morgan Securities LLC · Certified Financial Planner
- Christopher M. CoreaAmeriprise Financial Services, LLC · Certified Financial Planner
- Alan C. DanaWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Tracy L. DeerMML Investors Services, LLC · Certified Financial Planner
- Paul C. DeloriaLPL Financial LLC · Certified Financial Planner
- Colin J. DesrosiersCaptrust · Certified Financial Planner
- Gina L. DimondaCaptrust · Certified Financial Planner
- Jordan R. EichHowe And Rusling, Inc. · Certified Financial Planner
- James T. EnglertAllworth Financial, L.P. · Certified Financial Planner
- Sharla EnglerthStrategic Advisers LLC · Certified Financial Planner
- Brendan ErcoleCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Zachary R. ErskineSeneca Financial Advisors LLC · Certified Financial Planner
- Mary E. FairchildAmeriprise Financial Services, LLC · Certified Financial Planner
- David S. FedrizziAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Justin C. FerronCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Sarah B. FullerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kevin GardenOsaic Wealth, Inc. · Certified Financial Planner
- Eric M. GarsinNorthlanding Financial Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael J. GarziMariner · Certified Financial Planner
- Stephen V. GaudinoLPL Financial LLC · Certified Financial Planner
- Craig D. GingerichSage, Rutty & Co., Inc. · Certified Financial Planner
- Geoffrey M. GlanvilleEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Frederick C. GodutiWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jonathan J. GoromAmeriprise Financial Services, LLC · Certified Financial Planner
- Leah GrangerCommonwealth Financial Network · Certified Financial Planner
- Douglas W. GreeneLPL Financial LLC · Certified Financial Planner
- Catherine E. GueliNovem Group · Certified Financial Planner
- Christopher J. HaighIconoclastic Capital Management LLC · Certified Financial Planner
- Nancy M. HairsineLifemark Securities Corp. · Certified Financial Planner
- Caleb M. HarrisAllworth Financial, L.P. · Certified Financial Planner
- Mathew S. HillAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Connor B. HollySage, Rutty & Co., Inc. · Certified Financial Planner
- Sam P. IrvineCetera Investment Advisers LLC · Certified Financial Planner
- Corey L. JacksonUBS Financial Services Inc. · Certified Financial Planner, Chartered Financial Consultant
- Margaret S. JeffriesManning & Napier Advisors, LLC · Certified Financial Planner
- Mark B. JonesRise Advisors, LLC · Certified Financial Planner
- Alexander D. JordanCetera Investment Advisers LLC · Certified Financial Planner
- Brian J. KellyVicus Capital, Inc. · Certified Financial Planner
- Stephanie M. KelmRise Advisors, LLC · Certified Financial Planner
- Sandra L. KobelLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Kathryn L. Kubiak-RizzoneAbout Time Financial Planning · Certified Financial Planner
- Joshua LambertLPL Financial LLC · Certified Financial Planner
- Christina A. LarkinSeneca Financial Advisors LLC · Certified Financial Planner
- Julianna G. LauricellaStrategic Advisers LLC · Certified Financial Planner
- Michelle R. LavigneWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Nicholas W. LennonRBC Capital Markets, LLC · Certified Financial Planner
- Melinda M. LenziLPL Financial LLC · Certified Financial Planner
- Traci A. LewisRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jennifer L. LottaAshton Thomas Securities, LLC · Certified Financial Planner
- Sandra M. MantioneCapital Designs · Certified Financial Planner
- Scott P. McKayCreative Planning · Certified Financial Planner
- Michael R. McNaughtonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jessica N. MillanEdward Jones · Certified Financial Planner
- David B. MirskyCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Personal Financial Specialist
- Adam C. MorganOsaic Wealth, Inc. · Certified Financial Planner
- Jaclyn M. MoyerStrategic Advisers LLC · Certified Financial Planner
- Zachary R. MullallyCaptrust · Certified Financial Planner
- Susan J. NieznanskiLPL Financial LLC · Certified Financial Planner
- Nannette P. NoconAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Nicholas T. NorvellCourier Capital, LLC · Certified Financial Planner
- Dale A. NowerAmeriprise Financial Services, LLC · Certified Financial Planner
- Kim L. NugentSage, Rutty & Co., Inc. · Certified Financial Planner
- Peter S. O'KeefeO'Keefe Stevens Advisory, Inc. · Certified Financial Planner
- Francis L. Ostrom IIICetera Investment Advisers LLC · Certified Financial Planner
- Salvatore PaternicoW & S Management Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- David S. PeartreePeartree Advisory · Certified Financial Planner
- Maureen J. PilatoJ.P. Morgan Securities LLC · Certified Financial Planner
- Christopher C. PorpigliaRfg Advisory, LLC · Certified Financial Planner
- Dylan M. PotterHowe And Rusling, Inc. · Certified Financial Planner
- Matthew R. ProkLPL Financial LLC · Certified Financial Planner
- David C. QuickOsaic Wealth, Inc. · Certified Financial Planner
- Elizabeth M. RaabeSeneca Financial Advisors LLC · Certified Financial Planner
- Larry H. RabinowitzMariner · Certified Financial Planner
- Aaron J. RandisiCommonwealth Financial Network · Certified Financial Planner
- Brennan R. RedmondSage, Rutty & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst
- David M. ReynoldsCitizens Securities, Inc. · Certified Financial Planner
- Kevin P. RoeUBS Financial Services Inc. · Certified Financial Planner
- Paula M. RogalaOsaic Wealth, Inc. · Certified Financial Planner
- Patrick W. RyanOsaic Wealth, Inc. · Certified Financial Planner
- Jeffrey T. SantilloRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Christopher L. SassoneCetera Investment Advisers LLC · Certified Financial Planner
- Charles A. SawyerAmeriprise Financial Services, LLC · Certified Financial Planner
- Daniel M. Schmitz Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Andrew L. SchulerPrentice Wealth Management LLC · Certified Financial Planner
- Gregory M. SchulerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Erik SchwarzLPL Financial LLC · Certified Financial Planner
- Allison N. ShulerCaptrust · Certified Financial Planner
- Jonathan Y. SmithAshton Thomas Securities, LLC · Certified Financial Planner
- Justin D. StevensO'Keefe Stevens Advisory, Inc. · Certified Financial Planner
- Grace StolbergO'Keefe Stevens Advisory, Inc. · Certified Financial Planner
- Mark W. StoneAmeriprise Financial Services, LLC · Certified Financial Planner
- Lucas M. StuartCommonwealth Financial Network · Certified Financial Planner
- Sarah L. StymusWhitney & Company · Certified Financial Planner
- Patrick SullivanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Richard G. SylvesterCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Gene F. Thompson Jr.Iconoclastic Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Elizabeth A. ThorleyCommonwealth Financial Network · Certified Financial Planner
- Joshua S. TomkoUBS Financial Services Inc. · Certified Financial Planner
- Ryan C. TomkoHowe And Rusling, Inc. · Certified Financial Planner
- Randall P. TrahanRaymond James & Associates, Inc. · Certified Financial Planner
- John F. TubridyIndependent Financial Partners · Certified Financial Planner, Chartered Financial Consultant
- Anthony R. VaccaroPrentice Wealth Management LLC · Certified Financial Planner
- Zachary WagnerProspera Financial Services, Inc. · Certified Financial Planner
- Robert S. Walker IIILPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Samantha R. WebsterOsaic Wealth, Inc. · Certified Financial Planner
- Nathan R. WegmanCommonwealth Financial Network · Certified Financial Planner
- Tobin B. WoodruffCaptrust · Certified Financial Planner
- Paul C. WyandAmeriprise Financial Services, LLC · Certified Financial Planner
- Aaron C. YoungSage, Rutty & Co., Inc. · Certified Financial Planner
Firms with the most CFP professionals in Rochester
Ameriprise Financial Services, LLC 11LPL Financial LLC 11Sage, Rutty & Co., Inc. 8Osaic Wealth, Inc. 7Captrust 6Raymond James Financial Services Advisors, Inc. 6Cambridge Investment Research Advisors, Inc. 5Cetera Investment Advisers LLC 5Commonwealth Financial Network 5Wells Fargo Advisors Financial Network, LLC 5Edward Jones 4Mariner 4Strategic Advisers LLC 4UBS Financial Services Inc. 4Davie Kaplan Wealth Care Advisors, LLC 3
CFP advisors in other New York cities
All of New York →New York 985Melville 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 21Elmsford 20
Questions
How many CFP financial advisors are in Rochester, NY?
131 SEC-registered investment adviser representatives at firm offices in Rochester, New York list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (11).
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 Rochester?
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.