Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ambler, PA
Every SEC-registered financial advisor at a firm office in Ambler who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Ambler; the most are at Buoyant Wealth (1). 1 are also registered broker representatives.
CFP advisors in Ambler, A to Z
Every advisor in Ambler →- Dominic A. BovaEdelman Financial Engines · Certified Financial Planner
- Kacie L. BurgerWorld Investment Advisors, LLC · Certified Financial Planner
- Brendan C. DooleyBuoyant Wealth · Certified Financial Planner
- Frank V. Pizzichillo VHightower Advisors, LLC · Certified Financial Planner
- Erik R. SnyderStrategic Advisers LLC · Certified Financial Planner
- Michael C. TopleyLansing Street Advisors · Certified Financial Planner
Firms with the most CFP professionals in Ambler
Buoyant Wealth 1Edelman Financial Engines 1Hightower Advisors, LLC 1Lansing Street Advisors 1Strategic Advisers LLC 1World Investment Advisors, LLC 1
CFP advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 224Malvern 202Philadelphia 159Wayne 76Lancaster 75Radnor 72West Chester 70Conshohocken 63Fort Washington 58Berwyn 56Doylestown 55Newtown 54Allentown 50Sewickley 47Yardley 42Exton 40Erie 38York 37Canonsburg 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29
Questions
How many CFP financial advisors are in Ambler, PA?
6 SEC-registered investment adviser representatives at firm offices in Ambler, Pennsylvania list the CFP designation; Buoyant Wealth 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 Ambler?
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.