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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Solon, OH

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

11 CFP professionals work in Solon; the most are at Commonwealth Financial Network (4). 8 are also registered broker representatives.

CFP advisors in Solon, A to Z

Every advisor in Solon →
  • Francis H. Beam IIIOsaic Wealth, Inc. · Certified Financial Planner
  • David A. BizjakRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Diane L. DodsonCommonwealth Financial Network · Certified Financial Planner
  • Daniel M. GoldfarbEmpower Advisory Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brenda J. JohnsonCommonwealth Financial Network · Certified Financial Planner
  • Cory J. NutterCommonwealth Financial Network · Certified Financial Planner
  • Veronica PhillipsStrategic Advisers LLC · Certified Financial Planner
  • Matthew J. PufleaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Smita M. SamantCommonwealth Financial Network · Certified Financial Planner
  • Aaron R. SimpsonAlpha Planning And Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Karin M. StiflerWealthspire Advisors · Certified Financial Planner

Firms with the most CFP professionals in Solon

Commonwealth Financial Network 4Raymond James Financial Services Advisors, Inc. 2Alpha Planning And Financial Services, Inc. 1Empower Advisory Group, LLC 1Osaic Wealth, Inc. 1Strategic Advisers LLC 1Wealthspire Advisors 1

CFP advisors in other Ohio cities

All of Ohio →

Cincinnati 401Columbus 271Cleveland 106Dublin 103Akron 98Westlake 61Beachwood 41Dayton 41Toledo 34Independence 29Westerville 29Maumee 28Pepper Pike 24Mansfield 20West Chester 20Canton 18Worthington 18Centerville 17Beavercreek 15Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14

Questions

How many CFP financial advisors are in Solon, OH?

11 SEC-registered investment adviser representatives at firm offices in Solon, Ohio list the CFP designation; Commonwealth Financial Network 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 Solon?

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.