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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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IN The pace of advisors going RIA is quickening, says Advisory Services Network’s Trey PrescottIN Schwab launches National RIA Day to recruit students into advisor industryIN Schwab IMPACT 2026 kicks off in BostonFP Plenty of red flags, few restrictions: Is FINRA's Rule 4111 working?IN Anthropic extends reach into advisory industry with slew of new partnersWM Wallace Finance Builds Tool to Capture Advisor KnowledgeFP Clients may value certifications more than they understand themIN Advisor optimism on organic growth clashes with reality: SEIWM Echelon: PE-Backed Buyers' Deal Volume Dips as RIA M&A Stays StrongFP Why upcoming IRS rollover guidance is likely to disappoint advisors

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Brooklyn Heights, OH

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

The short answer

1 CFP advisor work in Brooklyn Heights; the most are at Tranquil Path Financial Planning (1). 0 are also registered broker representatives.

CFP advisors in Brooklyn Heights, A to Z

Every advisor in Brooklyn Heights →
  • Britta A. KoepfTranquil Path Financial Planning · Certified Financial Planner

Firms with the most CFP professionals in Brooklyn Heights

Tranquil Path Financial Planning 1

CFP advisors in other Ohio cities

All of Ohio →

Cincinnati 475Columbus 311Cleveland 120Dublin 111Akron 108Westlake 67Beachwood 51Dayton 45Toledo 36Westerville 34Independence 33Maumee 33Pepper Pike 26West Chester 25Hudson 21Mansfield 21Centerville 20Uniontown 20Canton 19Worthington 19Beavercreek 18Canfield 17Miamisburg 16Loveland 15

Questions

How many CFP financial advisors are in Brooklyn Heights, OH?

1 SEC-registered investment adviser representatives at firm offices in Brooklyn Heights, Ohio list the CFP designation; Tranquil Path Financial Planning 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 Brooklyn Heights?

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.