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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Macungie, PA

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

9 CFP professionals work in Macungie; the most are at Milestone Financial Associates, LLC (5). 3 are also registered broker representatives.

CFP advisors in Macungie, A to Z

Every advisor in Macungie →
  • Lewis K. Christman IIIChristman Financial Advisors LLC · Certified Financial Planner
  • Holly O. ClarkeMilestone Financial Associates, LLC · Certified Financial Planner
  • David S. CoultMilestone Financial Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey A. HegedusMilestone Financial Associates, LLC · Certified Financial Planner
  • Bruce D. HillegassCetera Investment Advisers LLC · Certified Financial Planner
  • Paul A. Juliano Jr.Milestone Financial Associates, LLC · Certified Financial Planner
  • Jeff W. LanscekMilestone Financial Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Sean LyonsIntegrity Alliance, LLC. · Certified Financial Planner
  • Julie C. ShickelOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Macungie

Milestone Financial Associates, LLC 5Cetera Investment Advisers LLC 1Christman Financial Advisors LLC 1Integrity Alliance, LLC. 1Osaic Wealth, 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 Macungie, PA?

9 SEC-registered investment adviser representatives at firm offices in Macungie, Pennsylvania list the CFP designation; Milestone Financial Associates, LLC employs the most of them (5).

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 Macungie?

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.