Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lancaster, PA
Every SEC-registered financial advisor at a firm office in Lancaster who lists the Certified Financial Planner designation, A to Z.
75 CFP professionals work in Lancaster; the most are at Rodgers & Associates (7). 34 are also registered broker representatives.
CFP advisors in Lancaster, A to Z
Every advisor in Lancaster →- Andrew S. BarningerGeneos Wealth Management, Inc. · Certified Financial Planner
- Anthony S. Beccone Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Kyle B. BeisselFaithward Advisors, LLC · Certified Financial Planner
- Steven F. BellGeneos Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Samuel A. Ben AliRkl Private Wealth · Certified Financial Planner
- Harold J. BeshawRkl Private Wealth · Certified Financial Planner, Chartered Financial Consultant
- Roy W. BookOsaic Wealth, Inc. · Certified Financial Planner
- Rebecca A. BostonEdward Jones · Certified Financial Planner
- Richard M. BravermanGeneos Wealth Management, Inc. · Certified Financial Planner
- Bryce H. BrennanPsi Capital Management · Certified Financial Planner
- Ross C. BurnamOmicron Advisors, LLC · Certified Financial Planner
- Brayden J. CampbellApollon Wealth Management, LLC · Certified Financial Planner
- Felipe CastanedaPrivate Advisor Group, LLC · Certified Financial Planner
- Jared W. Clarkin WilcoxRodgers & Associates · Certified Financial Planner
- Peter L. Costanzo Jr.Janney Montgomery Scott LLC · Certified Financial Planner
- Daniel J. CrockerLPL Financial LLC · Certified Financial Planner
- Amanda D. DiazLPL Financial LLC · Certified Financial Planner
- Laura F. DillLPL Financial LLC · Certified Financial Planner
- Mark A. DixonConrad Siegel Investment Advisors · Certified Financial Planner
- Frank H. DoggerLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Joshua D. DonaldsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ashley R. DuffRodgers & Associates · Certified Financial Planner
- Paul B. ElfnerSavant Wealth Management · Certified Financial Planner
- Kenneth L. EshlemanSavant Wealth Management · Certified Financial Planner
- Samuel G. FeiserHarvest Financial Planning Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
- Maggie G. FisherArx Private Wealth · Certified Financial Planner
- Michelle L. FletcherCedar Spring Advisors, LLC · Certified Financial Planner
- Michael F. GillettEdward Jones · Certified Financial Planner
- Gabrielle H. GioiaRodgers & Associates · Certified Financial Planner
- Eric S. GroffCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Tyler L. HarrisArx Private Wealth · Certified Financial Planner
- Christopher M. HersheyRodgers & Associates · Certified Financial Planner
- Jennifer L. HillSavant Wealth Management · Certified Financial Planner, Personal Financial Specialist
- Patrice S. HoenningerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Lon K. JuryAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Steven A. Kavanaugh IIOdyssey Group Wealth Advisors · Certified Financial Planner
- Jonathan KiehlEvenkiehl, LLC · Certified Financial Planner
- Anthony R. KnightGreenspring Advisors, LLC · Certified Financial Planner
- Gregory E. KniselyOsaic Wealth, Inc. · Certified Financial Planner
- Deborah J. LanderRkl Private Wealth · Certified Financial Planner
- Matthew J. LeboSequinox Wealth Management, LLC · Certified Financial Planner
- Joyce A. LibbyHazlett, Burt & Watson, Inc. · Certified Financial Planner
- Jonathan M. LipshutzSavant Wealth Management · Certified Financial Planner
- Mitchell D. LongRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Matthew C. MalickAtwater Malick · Certified Financial Planner, Chartered Financial Analyst
- Joseph P. MarmoratoSavant Wealth Management · Certified Financial Planner
- Justin P. McMasterCedar Spring Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Paul D. MulhollandSilver Oak Securities, Incorporated · Certified Financial Planner
- Andrew J. NellGreenspring Advisors, LLC · Certified Financial Planner
- Michael D. NovakLife Stewardship Advisors · Certified Financial Planner
- Alicia O'DonelEdward Jones · Certified Financial Planner
- Christian PascuzzoOdyssey Group Wealth Advisors · Certified Financial Planner
- Jeremie L. PatrickRodgers & Associates · Certified Financial Planner
- Craig L. PattersonOsaic Wealth, Inc. · Certified Financial Planner
- Jaidan L. PiperFaithward Advisors, LLC · Certified Financial Planner
- Thomas F. RaubaEagle Rock Financial Advisers, Ltd. · Certified Financial Planner
- Gregory H. ReifJfs Wealth Advisors, LLC · Certified Financial Planner
- Rick L. RodgersRodgers & Associates · Certified Financial Planner
- Wendy H. RowleyRowley Financial · Certified Financial Planner
- Christopher RuffinoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Haley M. SchwartzArx Private Wealth · Certified Financial Planner
- Adam J. SclafaniRodgers & Associates · Certified Financial Planner
- Connor P. SkeenCharles Schwab & Co., Inc. · Certified Financial Planner
- Jennifer A. SwetlandMorgan Stanley · Certified Financial Planner
- Jeffrey E. SwopeMutual Of Omaha Investor Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brian L. TribbittMarin Financial LLC · Certified Financial Planner
- Grant WalkerTruist Advisory Services, Inc. · Certified Financial Planner
- Charles T. WalpAmeriprise Financial Services, LLC · Certified Financial Planner
- Jeremy C. WalterFident Financial, LLC · Certified Financial Planner
- William J. WatersLPL Financial LLC · Certified Financial Planner
- David P. WeidmanAmeriprise Financial Services, LLC · Certified Financial Planner
- Joseph D. WirbickSequinox Wealth Management, LLC · Certified Financial Planner
- Jere C. Wise Jr.LPL Financial LLC · Certified Financial Planner
- Austin A. WolfMML Investors Services, LLC · Certified Financial Planner
- Peter N. XeniasExodus Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Lancaster
Rodgers & Associates 7LPL Financial LLC 6Savant Wealth Management 5Ameriprise Financial Services, LLC 4Arx Private Wealth 3Edward Jones 3Geneos Wealth Management, Inc. 3Osaic Wealth, Inc. 3Raymond James Financial Services Advisors, Inc. 3Rkl Private Wealth 3Cedar Spring Advisors, LLC 2Faithward Advisors, LLC 2Greenspring Advisors, LLC 2Odyssey Group Wealth Advisors 2Personal Wealth Advisory, LLC 2
CFP advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 224Malvern 202Philadelphia 159Wayne 76Radnor 72West Chester 70Conshohocken 63Fort Washington 58Berwyn 56Doylestown 55Newtown 54Allentown 50Sewickley 47Yardley 42Exton 40Erie 38York 37Canonsburg 34King Of Prussia 33New Hope 32Newtown Square 31Mechanicsburg 30Bethlehem 29State College 28
Questions
How many CFP financial advisors are in Lancaster, PA?
75 SEC-registered investment adviser representatives at firm offices in Lancaster, Pennsylvania list the CFP designation; Rodgers & Associates employs the most of them (7).
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 Lancaster?
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.