Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Worthington, OH
Every SEC-registered financial advisor at a firm office in Worthington who lists the Certified Financial Planner designation, A to Z.
18 CFP professionals work in Worthington; the most are at Osaic Wealth, Inc. (3). 8 are also registered broker representatives.
CFP advisors in Worthington, A to Z
Every advisor in Worthington →- Melody BradyNectarine · Certified Financial Planner
- Shaun T. CarneyBalance Wealth · Certified Financial Planner
- Julie A. CasonStrategic Advisers LLC · Certified Financial Planner
- Joseph D. FinneranTricord Wealth Advisors · Certified Financial Planner
- Robert J. GavlakBalance Wealth · Certified Financial Planner
- Sana S. HaqueGianola Financial Planning, LLC · Certified Financial Planner
- Matthew F. HofacrePay It Forward Financial Planning, LLC · Certified Financial Planner
- Matthew M. JehnRoyal Oak Financial Group · Certified Financial Planner
- Daniel R. LamacchiaWorthington Wealth Management · Certified Financial Planner
- Phillip C. LovegroveOsaic Wealth, Inc. · Certified Financial Planner
- Christopher S. MarmionKestra Private Wealth Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Randolph M. MartinRossby Financial, LLC · Certified Financial Planner
- Gregory J. RevakCreative Planning · Certified Financial Planner
- Eric C. ShearerOsaic Wealth, Inc. · Certified Financial Planner
- Derek M. VoytovichEdward Jones · Certified Financial Planner
- Kimberly J. WellsBrookstone Capital Management LLC · Certified Financial Planner
- Michael WesselKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Christopher S. WilkinOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Worthington
Osaic Wealth, Inc. 3Balance Wealth 2Brookstone Capital Management LLC 1Creative Planning 1Edward Jones 1Gianola Financial Planning, LLC 1Kestra Advisory Services, LLC 1Kestra Private Wealth Services, LLC 1Nectarine 1Pay It Forward Financial Planning, LLC 1Rossby Financial, LLC 1Royal Oak Financial Group 1Strategic Advisers LLC 1Tricord Wealth Advisors 1Worthington Wealth Management 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 18Centerville 17Beavercreek 15Canfield 15Uniontown 15Hudson 14Loveland 14Miamisburg 14Rocky River 14
Questions
How many CFP financial advisors are in Worthington, OH?
18 SEC-registered investment adviser representatives at firm offices in Worthington, Ohio list the CFP designation; Osaic Wealth, Inc. employs the most of them (3).
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 Worthington?
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.