Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Bensalem, PA

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

2 CFP professionals work in Bensalem; the most are at Bankers Life Advisory Services, Inc. (1). 2 are also registered broker representatives.

CFP advisors in Bensalem, A to Z

Every advisor in Bensalem →

Connor P. GoldenOsaic Wealth, Inc. · Certified Financial Planner
Jeffrey J. SharerBankers Life Advisory Services, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Bensalem

Bankers Life Advisory Services, Inc. 1 Osaic Wealth, Inc. 1

CFP advisors in other Pennsylvania cities

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Pittsburgh 224 Malvern 202 Philadelphia 159 Wayne 76 Lancaster 75 Radnor 72 West Chester 70 Conshohocken 63 Fort Washington 58 Berwyn 56 Doylestown 55 Newtown 54 Allentown 50 Sewickley 47 Yardley 42 Exton 40 Erie 38 York 37 Canonsburg 34 King Of Prussia 33 New Hope 32 Newtown Square 31 Mechanicsburg 30 Bethlehem 29

Questions

How many CFP financial advisors are in Bensalem, PA?

2 SEC-registered investment adviser representatives at firm offices in Bensalem, Pennsylvania list the CFP designation; Bankers Life Advisory Services, Inc. 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 Bensalem?

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.