Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bethlehem, PA
Every SEC-registered financial advisor at a firm office in Bethlehem who lists the Certified Financial Planner designation, A to Z.
29 CFP professionals work in Bethlehem; the most are at Captrust (4). 14 are also registered broker representatives.
CFP advisors in Bethlehem, A to Z
Every advisor in Bethlehem →- David J. AntonchakCetera Investment Advisers LLC · Certified Financial Planner
- James M. BeendersTiller Private Wealth, Inc. · Certified Financial Planner
- Justin G. ClarkTiller Private Wealth, Inc. · Certified Financial Planner
- Jaclyn M. CorneliusKeyvantage Wealth Advisors · Certified Financial Planner
- Malcolm L. CowenCornerstone Advisors Asset Management, LLC · Certified Financial Planner
- Marilee A. FalcoCw Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Julie M. FlugelJanney Montgomery Scott LLC · Certified Financial Planner
- John M. GenovaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Joseph F. GoldfederValley National Advisers Inc. · Certified Financial Planner
- Scott M. HeessMeridian Asset Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher J. HuberCaptrust · Certified Financial Planner
- Steven C. KuterCornerstone Advisors Asset Management, LLC · Certified Financial Planner
- Peter B. MarmarasVicus Capital, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kevin R. McCornacAmeritas Advisory Services, LLC · Certified Financial Planner
- Jerry B. McQueenCaptrust · Certified Financial Planner
- Daniel G. NigitoSeia · Certified Financial Planner
- Peter D. NotaroUSA Financial Securities LLC · Certified Financial Planner
- Bradley M. PendzickCaptrust · Certified Financial Planner
- Lynn E. PriceKintra Wealth, LLC · Certified Financial Planner
- Jonathan L. RitterKeyvantage Wealth Advisors · Certified Financial Planner
- Timothy G. RoofValley National Advisers Inc. · Certified Financial Planner
- David E. RowanRowan Financial LLC · Certified Financial Planner
- Thomas J. ScaliciCornerstone Advisors Asset Management, LLC · Certified Financial Planner
- Matthew R. ShortTiller Private Wealth, Inc. · Certified Financial Planner
- Robert WilleverHornor, Townsend & Kent, LLC · Certified Financial Planner
- Linda E. YeagerTiller Private Wealth, Inc. · Certified Financial Planner
- Rodman D. YoungKeyvantage Wealth Advisors · Certified Financial Planner
- Michael J. ZambelliCornerstone Advisors Asset Management, LLC · Certified Financial Planner
- Christopher A. ZaveczCaptrust · Certified Financial Planner
Firms with the most CFP professionals in Bethlehem
Captrust 4Cornerstone Advisors Asset Management, LLC 4Tiller Private Wealth, Inc. 4Keyvantage Wealth Advisors 3Valley National Advisers Inc. 2Ameritas Advisory Services, LLC 1Cetera Investment Advisers LLC 1Cw Advisors, LLC 1Hornor, Townsend & Kent, LLC 1Janney Montgomery Scott LLC 1Kintra Wealth, LLC 1Meridian Asset Management, LLC 1Raymond James Financial Services Advisors, Inc. 1Rowan Financial LLC 1Seia 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 30State College 28
Questions
How many CFP financial advisors are in Bethlehem, PA?
29 SEC-registered investment adviser representatives at firm offices in Bethlehem, Pennsylvania list the CFP designation; Captrust 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 Bethlehem?
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.