Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Malvern, PA
Every SEC-registered financial advisor at a firm office in Malvern who lists the Certified Financial Planner designation, A to Z.
202 CFP professionals work in Malvern; the most are at Vanguard Advisers, Inc. (176). 186 are also registered broker representatives.
CFP advisors in Malvern, A to Z
Every advisor in Malvern →- Ryan M. AdamsVanguard Advisers, Inc. · Certified Financial Planner
- Syed M. AliVanguard Advisers, Inc. · Certified Financial Planner
- Daniel M. AliverniniPacer Advisors, Inc. · Certified Financial Planner
- Brian D. ApplesteinVanguard Advisers, Inc. · Certified Financial Planner
- Erica M. BaczkowskiVanguard Advisers, Inc. · Certified Financial Planner
- Jonathan W. BattisteVanguard Advisers, Inc. · Certified Financial Planner
- Todd D. BechtelVanguard Advisers, Inc. · Certified Financial Planner
- Brandon J. BoekelVanguard Advisers, Inc. · Certified Financial Planner
- Lauren BoyceSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Richard A. BrauerVanguard Advisers, Inc. · Certified Financial Planner
- Edward BraunWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- James R. BroadnixVanguard Advisers, Inc. · Certified Financial Planner
- Ryan M. BronowiczVanguard Advisers, Inc. · Certified Financial Planner
- Erik M. BrownVanguard Advisers, Inc. · Certified Financial Planner
- Christopher R. BurchamVanguard Advisers, Inc. · Certified Financial Planner
- Timothy L. CabanCopper Beech Advisors, LLC · Certified Financial Planner
- Steven P. CallaghanVanguard Advisers, Inc. · Certified Financial Planner
- Brian D. CampbellVanguard Advisers, Inc. · Certified Financial Planner
- Marcus A. CarterVanguard Advisers, Inc. · Certified Financial Planner
- Angelo D. CatalanoAmeriprise Financial Services, LLC · Certified Financial Planner
- Joseph J. CaufieldVanguard Advisers, Inc. · Certified Financial Planner
- Sung B. ChoVanguard Advisers, Inc. · Certified Financial Planner
- Mark A. ChristmanVanguard Advisers, Inc. · Certified Financial Planner
- Benjamin D. CohenVanguard Advisers, Inc. · Certified Financial Planner
- Eli D. CohenVanguard Advisers, Inc. · Certified Financial Planner
- Jude CookeVanguard Advisers, Inc. · Certified Financial Planner
- John J. CroninVanguard Advisers, Inc. · Certified Financial Planner
- Robert A. Curtis Jr.Vanguard Advisers, Inc. · Certified Financial Planner
- Matthew N. D'AntonioVanguard Advisers, Inc. · Certified Financial Planner
- Urszula M. DabrowskiVanguard Advisers, Inc. · Certified Financial Planner
- Michael R. DalyVanguard Advisers, Inc. · Certified Financial Planner
- Beth H. DandreaPlumtree Financial Planning · Certified Financial Planner
- Shawn M. DasselVanguard Advisers, Inc. · Certified Financial Planner
- Aditi A. DayalVanguard Advisers, Inc. · Certified Financial Planner
- Brooks D. DesjardinsVanguard Advisers, Inc. · Certified Financial Planner
- Matthew P. DevenneyVanguard Advisers, Inc. · Certified Financial Planner
- Andrew C. DilksVanguard Advisers, Inc. · Certified Financial Planner
- Zachary J. DonahueVanguard Advisers, Inc. · Certified Financial Planner
- Scott J. DonaldsonVanguard Advisers, Inc. · Certified Financial Planner
- Benjamin M. DourteVanguard Advisers, Inc. · Certified Financial Planner
- Mark DruckenmillerVanguard Advisers, Inc. · Certified Financial Planner
- James J. DunnVanguard Advisers, Inc. · Certified Financial Planner
- John A. EbnerVanguard Advisers, Inc. · Certified Financial Planner
- Leon F. EdelmanVanguard Advisers, Inc. · Certified Financial Planner
- Julie B. EdwardsVanguard Advisers, Inc. · Certified Financial Planner
- John T. Egan IIIVanguard Advisers, Inc. · Certified Financial Planner
- Thomas C. EganVanguard Advisers, Inc. · Certified Financial Planner
- Melissa H. EinbergVanguard Advisers, Inc. · Certified Financial Planner
- Ivan EiraldiVanguard Advisers, Inc. · Certified Financial Planner
- Jon R. EnglemanVanguard Advisers, Inc. · Certified Financial Planner
- David M. EstrellaVanguard Advisers, Inc. · Certified Financial Planner
- Thomas FlynnWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Mary E. FochtViable · Certified Financial Planner
- Jeffrey FreemanVanguard Advisers, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Thomas R. FurdaVanguard Advisers, Inc. · Certified Financial Planner
- Nicholas J. GaetaniVanguard Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
- John T. GallagherVanguard Advisers, Inc. · Certified Financial Planner
- Nilay GandhiVanguard Advisers, Inc. · Certified Financial Planner
- Hope C. GerbanVanguard Advisers, Inc. · Certified Financial Planner
- Christopher M. GibbonsVanguard Advisers, Inc. · Certified Financial Planner
- Anthony L. GiordanoVanguard Advisers, Inc. · Certified Financial Planner
- Mark P. GordonVanguard Advisers, Inc. · Certified Financial Planner
- Gregg M. GottliebViable · Certified Financial Planner
- Christopher E. GoudeyVanguard Advisers, Inc. · Certified Financial Planner
- Craig N. Gower Jr.Vanguard Advisers, Inc. · Certified Financial Planner
- Paul A. GrippiVanguard Advisers, Inc. · Certified Financial Planner
- Samantha B. GrissomVanguard Advisers, Inc. · Certified Financial Planner
- Christina Marie L. GuttVanguard Advisers, Inc. · Certified Financial Planner
- Sunil HandaVanguard Advisers, Inc. · Certified Financial Planner
- Joseph V. HaneyVanguard Advisers, Inc. · Certified Financial Planner
- Nathan J. HankoVanguard Advisers, Inc. · Certified Financial Planner
- Darrin M. HoffmanVanguard Advisers, Inc. · Certified Financial Planner
- Peter K. HooverWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Christopher R. HortonVanguard Advisers, Inc. · Certified Financial Planner
- Gregory L. HoupVanguard Advisers, Inc. · Certified Financial Planner
- Matthew A. JaskelVanguard Advisers, Inc. · Certified Financial Planner
- Shawn M. KadaVanguard Advisers, Inc. · Certified Financial Planner
- Jonathan E. KahrsVanguard Advisers, Inc. · Certified Financial Planner
- Cameron C. KeelerVanguard Advisers, Inc. · Certified Financial Planner
- Brian C. KelleyVanguard Advisers, Inc. · Certified Financial Planner
- Alison W. KerberVanguard Advisers, Inc. · Certified Financial Planner
- Patrick V. KerwinVanguard Advisers, Inc. · Certified Financial Planner
- Chad D. KilhefnerVanguard Advisers, Inc. · Certified Financial Planner
- Albert D. KimVanguard Advisers, Inc. · Certified Financial Planner
- Taylor KishfyViable · Certified Financial Planner
- Kelly L. KlyceVanguard Advisers, Inc. · Certified Financial Planner
- Michael J. KohlerVanguard Advisers, Inc. · Certified Financial Planner
- Joseph J. KucharczukVanguard Advisers, Inc. · Certified Financial Planner
- Dana E. KulpVanguard Advisers, Inc. · Certified Financial Planner
- George A. KyriazisVanguard Advisers, Inc. · Certified Financial Planner
- Patricia A. LamottaVanguard Advisers, Inc. · Certified Financial Planner
- Jake E. LandauWoolstone Wealth Management · Certified Financial Planner
- Jordan T. LandersVanguard Advisers, Inc. · Certified Financial Planner
- Robert S. LangisVanguard Advisers, Inc. · Certified Financial Planner
- Jeremy J. LasterVanguard Advisers, Inc. · Certified Financial Planner
- Crystal D. LawrenceVanguard Advisers, Inc. · Certified Financial Planner
- Bryan W. LewisVanguard Advisers, Inc. · Certified Financial Planner
- Gerard J. LeydenVanguard Advisers, Inc. · Certified Financial Planner
- John H. LindseyVanguard Advisers, Inc. · Certified Financial Planner
- Yi LiuVanguard Advisers, Inc. · Certified Financial Planner
- Christian W. LohmannVanguard Advisers, Inc. · Certified Financial Planner
- Juan C. MaganaVanguard Advisers, Inc. · Certified Financial Planner
- Vincent T. MaimoneVanguard Advisers, Inc. · Certified Financial Planner
- Thomas A. MalteseVanguard Advisers, Inc. · Certified Financial Planner
- George T. Mantzoros IIIVanguard Advisers, Inc. · Certified Financial Planner
- Joseph E. MarcelliVanguard Advisers, Inc. · Certified Financial Planner
- Alexander W. MarchVanguard Advisers, Inc. · Certified Financial Planner
- Mindi R. MarisaVanguard Advisers, Inc. · Certified Financial Planner
- Caleb E. MartinVanguard Advisers, Inc. · Certified Financial Planner
- Zhi MartinezVanguard Advisers, Inc. · Certified Financial Planner
- James R. MassengillVanguard Advisers, Inc. · Certified Financial Planner
- Joseph M. MatrangaVanguard Advisers, Inc. · Certified Financial Planner
- Jessica M. McBrideVanguard Advisers, Inc. · Certified Financial Planner
- William J. McBrideVanguard Advisers, Inc. · Certified Financial Planner
- Athena J. McCarthyVanguard Advisers, Inc. · Certified Financial Planner
- Robert M. McDevittVanguard Advisers, Inc. · Certified Financial Planner
- Tyler J. McEvoyVanguard Advisers, Inc. · Certified Financial Planner
- Ryan M. McGinnCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Stephen T. McGinnCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ryan R. McGuireVanguard Advisers, Inc. · Certified Financial Planner
- Laurie B. MeadeVanguard Advisers, Inc. · Certified Financial Planner
- Kevin E. MillerVanguard Advisers, Inc. · Certified Financial Planner
- Andrew R. MooseVanguard Advisers, Inc. · Certified Financial Planner
- Thomas J. MorrisVanguard Advisers, Inc. · Certified Financial Planner
- Isaac M. MorrisonVanguard Advisers, Inc. · Certified Financial Planner
- Michael R. MoyerVanguard Advisers, Inc. · Certified Financial Planner
- William B. MullinWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- William M. MunroVanguard Advisers, Inc. · Certified Financial Planner
- Ryan C. MurrayVanguard Advisers, Inc. · Certified Financial Planner
- Michael R. MusialVanguard Advisers, Inc. · Certified Financial Planner
- Keval D. NagdaVanguard Advisers, Inc. · Certified Financial Planner
- John R. O'BrienWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Edmund A. OliverosVanguard Advisers, Inc. · Certified Financial Planner
- James L. OlsenMalvern Capital Management · Certified Financial Planner, Chartered Financial Analyst
- Bryan M. OrrisVanguard Advisers, Inc. · Certified Financial Planner
- Allen A. OsgoodFinancial Freedom · Certified Financial Planner
- Carl P. OzeckVanguard Advisers, Inc. · Certified Financial Planner
- Christopher M. PaceVanguard Advisers, Inc. · Certified Financial Planner
- George F. PastinoVanguard Advisers, Inc. · Certified Financial Planner
- Vernell C. Peter-KoyiVanguard Advisers, Inc. · Certified Financial Planner
- Joseph W. PfaffVanguard Advisers, Inc. · Certified Financial Planner
- Kenneth R. PoleyVanguard Advisers, Inc. · Certified Financial Planner
- Sophoan PrakVanguard Advisers, Inc. · Certified Financial Planner
- Michael F. Presser Jr.Vanguard Advisers, Inc. · Certified Financial Planner
- Daniel P. QuinnVanguard Advisers, Inc. · Certified Financial Planner
- Michael A. RaleighVanguard Advisers, Inc. · Certified Financial Planner
- Jesse P. RothVanguard Advisers, Inc. · Certified Financial Planner
- Nicholas A. SaggersVanguard Advisers, Inc. · Certified Financial Planner
- Andrew W. SalaydaVanguard Advisers, Inc. · Certified Financial Planner
- Joel SanchezVanguard Advisers, Inc. · Certified Financial Planner
- Paul SantoroVanguard Advisers, Inc. · Certified Financial Planner
- Druv SardanaVanguard Advisers, Inc. · Certified Financial Planner
- Paul F. Savini Jr.Viable · Certified Financial Planner
- Alexander G. SchinkerVanguard Advisers, Inc. · Certified Financial Planner
- Brenden G. SchlotzhauerVanguard Advisers, Inc. · Certified Financial Planner
- Benjamin J. SchmidKetwich Capital LLC · Certified Financial Planner
- David W. SchwarzVanguard Advisers, Inc. · Certified Financial Planner
- Daniel J. SeiferthVanguard Advisers, Inc. · Certified Financial Planner
- Joshua R. ShapinVanguard Advisers, Inc. · Certified Financial Planner
- Daniel E. ShawVanguard Advisers, Inc. · Certified Financial Planner
- Robert Sherrier Jr.Vanguard Advisers, Inc. · Certified Financial Planner
- Matthew T. ShirleyVanguard Advisers, Inc. · Certified Financial Planner
- Michael J. SimekVanguard Advisers, Inc. · Certified Financial Planner
- Connor V. SmithVanguard Advisers, Inc. · Certified Financial Planner
- Kevin SmithWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Rachel E. SmootVanguard Advisers, Inc. · Certified Financial Planner
- Evan P. SmrekVanguard Advisers, Inc. · Certified Financial Planner
- Sara E. SmythVanguard Advisers, Inc. · Certified Financial Planner
- Vincent J. SobocinskiVanguard Advisers, Inc. · Certified Financial Planner
- Stephen J. Speers Jr.Vanguard Advisers, Inc. · Certified Financial Planner
- Alain K. St. HilaireVanguard Advisers, Inc. · Certified Financial Planner
- Gary W. StarkVanguard Advisers, Inc. · Certified Financial Planner
- Ryan W. StenderVanguard Advisers, Inc. · Certified Financial Planner
- Matthew J. StouchVanguard Advisers, Inc. · Certified Financial Planner
- Brett T. StraubThe Ameriflex Group · Certified Financial Planner, Chartered Financial Consultant
- Adam N. StrodelVanguard Advisers, Inc. · Certified Financial Planner
- Alan M. StutmanVanguard Advisers, Inc. · Certified Financial Planner
- Daniel A. TaurielloVanguard Advisers, Inc. · Certified Financial Planner
- John P. TaylorVanguard Advisers, Inc. · Certified Financial Planner
- Joseph C. TaylorVanguard Advisers, Inc. · Certified Financial Planner
- Vahan G. TeberianVanguard Advisers, Inc. · Certified Financial Planner
- Jeffrey A. ThompsonStoneridge Wealth Advisors, LLC · Certified Financial Planner
- Joe M. ThomsonPacer Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- William A. ThraneVanguard Advisers, Inc. · Certified Financial Planner
- John R. TimkoVanguard Advisers, Inc. · Certified Financial Planner
- Keith T. TraynorTraynor Capital Management · Certified Financial Planner
- Stephen M. TroutmanTroutman Wealth · Certified Financial Planner
- Sean T. VaseyVanguard Advisers, Inc. · Certified Financial Planner
- Mark K. VassalloVanguard Advisers, Inc. · Certified Financial Planner
- Ryan T. WaddellVanguard Advisers, Inc. · Certified Financial Planner
- Megan E. WagerVanguard Advisers, Inc. · Certified Financial Planner
- Scott A. WalkerVanguard Advisers, Inc. · Certified Financial Planner
- Gregory G. WarburtonVanguard Advisers, Inc. · Certified Financial Planner
- Albert H. Weikel IIIVanguard Advisers, Inc. · Certified Financial Planner
- Kelly M. WilliamsVanguard Advisers, Inc. · Certified Financial Planner
- Kristin J. WitmerVanguard Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Albert C. WongVanguard Advisers, Inc. · Certified Financial Planner
- Bing Z. WrightVanguard Advisers, Inc. · Certified Financial Planner
- Matthew F. WrightVanguard Advisers, Inc. · Certified Financial Planner
- Lauren M. WybarVanguard Advisers, Inc. · Certified Financial Planner
- Andrew G. YorgeyVanguard Advisers, Inc. · Certified Financial Planner
- Kathryn R. ZayVanguard Advisers, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Malvern
Vanguard Advisers, Inc. 176Wealth Enhancement Advisory Services, LLC 6Viable 4Cambridge Investment Research Advisors, Inc. 2Pacer Advisors, Inc. 2Ameriprise Financial Services, LLC 1Copper Beech Advisors, LLC 1Financial Freedom 1Ketwich Capital LLC 1Malvern Capital Management 1Plumtree Financial Planning 1Schwab Wealth Advisory, Inc. 1Stoneridge Wealth Advisors, LLC 1The Ameriflex Group 1Traynor Capital Management 1
CFP advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 224Philadelphia 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 29State College 28
Questions
How many CFP financial advisors are in Malvern, PA?
202 SEC-registered investment adviser representatives at firm offices in Malvern, Pennsylvania list the CFP designation; Vanguard Advisers, Inc. employs the most of them (176).
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 Malvern?
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.