Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Hermitage, PA
Every SEC-registered financial advisor at a firm office in Hermitage who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Hermitage; the most are at Jfs Wealth Advisors, LLC (10). 4 are also registered broker representatives.
CFP advisors in Hermitage, A to Z
Every advisor in Hermitage →- Constance C. AmstutzJfs Wealth Advisors, LLC · Certified Financial Planner
- John J. ClarkAmeriprise Financial Services, LLC · Certified Financial Planner
- Louis V. ColellaJfs Wealth Advisors, LLC · Certified Financial Planner
- Gary A. DalessandroJfs Wealth Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
- Tiffany L. DansoJfs Wealth Advisors, LLC · Certified Financial Planner
- Aaron K. DaytonJfs Wealth Advisors, LLC · Certified Financial Planner
- Jacob R. FullerCitizens Securities, Inc. · Certified Financial Planner
- Diane GardnerLPL Financial LLC · Certified Financial Planner
- Robert C. JazwinskiJfs Wealth Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
- Alistair M. KellyStonex Advisors Inc. · Certified Financial Planner
- Amanda L. MarcelloJfs Wealth Advisors, LLC · Certified Financial Planner
- John W. MatuneMatune Basile Advisors · Certified Financial Planner
- Casie R. MerchantJfs Wealth Advisors, LLC · Certified Financial Planner
- Joseph D. MillardJfs Wealth Advisors, LLC · Certified Financial Planner
- Andrew C. PurselMatune Basile Advisors · Certified Financial Planner, Chartered Financial Consultant
- Austin D. SambucoJfs Wealth Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in Hermitage
Jfs Wealth Advisors, LLC 10Matune Basile Advisors 2Ameriprise Financial Services, LLC 1Citizens Securities, Inc. 1LPL Financial LLC 1Stonex Advisors Inc. 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 Hermitage, PA?
16 SEC-registered investment adviser representatives at firm offices in Hermitage, Pennsylvania list the CFP designation; Jfs Wealth Advisors, LLC employs the most of them (10).
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 Hermitage?
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.