Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Sherwood, OR
Every SEC-registered financial advisor at a firm office in Sherwood who lists the Certified Financial Planner designation, A to Z.
4 CFP professionals work in Sherwood; the most are at Edward Jones (1). 1 are also registered broker representatives.
CFP advisors in Sherwood, A to Z
Every advisor in Sherwood →- Corey C. BealEmpowering Finance, LLC · Certified Financial Planner
- Charles H. BrittonEdward Jones · Certified Financial Planner
- Kyle D. GreenSherwood Wealth Management · Certified Financial Planner
- Philip A. TilpTrillium Valley Financial Planning · Certified Financial Planner
Firms with the most CFP professionals in Sherwood
Edward Jones 1Empowering Finance, LLC 1Sherwood Wealth Management 1Trillium Valley Financial Planning 1
CFP advisors in other Oregon cities
All of Oregon →Portland 215Lake Oswego 71Bend 57Eugene 52Tigard 51Beaverton 25Salem 22Grants Pass 13Clackamas 12Medford 12Hillsboro 11West Linn 11Corvallis 10Ashland 8Jacksonville 8Oregon City 8Tualatin 8Hood River 7Roseburg 6Albany 5Gresham 5Newberg 5Wilsonville 4Bandon 3
Questions
How many CFP financial advisors are in Sherwood, OR?
4 SEC-registered investment adviser representatives at firm offices in Sherwood, Oregon list the CFP designation; Edward Jones 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 Sherwood?
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.