Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Media, PA
Every SEC-registered financial advisor at a firm office in Media who lists the Certified Financial Planner designation, A to Z.
26 CFP professionals work in Media; the most are at Janney Montgomery Scott LLC (5). 10 are also registered broker representatives.
CFP advisors in Media, A to Z
Every advisor in Media →- Jarrod N. BartonWealthwise Advisors · Certified Financial Planner
- Owen M. BrownFoundation Wealth Management, LLC · Certified Financial Planner
- Anthony J. DegerolamoEquity Services, Inc. · Certified Financial Planner
- David B. DevitaEp Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
- Alan J. FishmanEquity Services, Inc. · Certified Financial Planner
- Kelly Ann C. GentlesCaptrust · Certified Financial Planner
- Matthew M. GeraciLPL Financial LLC · Certified Financial Planner
- Michael B. GlackinCbiz Investment Advisory Services, LLC · Certified Financial Planner
- William T. HeidigFiscalwise, Inc. · Certified Financial Planner
- Andrew H. HerronStone Pine Financial Partners · Certified Financial Planner
- Gregory C. JamgochianJanney Montgomery Scott LLC · Certified Financial Planner
- Michael KernickyJanney Montgomery Scott LLC · Certified Financial Planner
- Michael J. KernickyJanney Montgomery Scott LLC · Certified Financial Planner
- Paul A. LaviolaFoundation Wealth Management, LLC · Certified Financial Planner
- David P. LevyDiversified, LLC · Certified Financial Planner
- Myriah LipkeStone Pine Financial Partners · Certified Financial Planner
- Timothy M. MacarakMembers Wealth LLC · Certified Financial Planner
- James J. Mammarella Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Kevin J. ManningStone Pine Financial Partners · Certified Financial Planner
- David D. MarsicoCetera Investment Advisers LLC · Certified Financial Planner
- Stephen M. McDadeFoundation Wealth Management, LLC · Certified Financial Planner
- Richard C. Ritzer Jr.Cbiz Investment Advisory Services, LLC · Certified Financial Planner
- Abigail E. SchmidStone Pine Financial Partners · Certified Financial Planner
- Kyle J. SlaneJanney Montgomery Scott LLC · Certified Financial Planner
- Sally H. SulcoveObrien Greene & Co. Inc. · Certified Financial Planner, Chartered Financial Analyst
- Kathleen S. VaskoJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Media
Janney Montgomery Scott LLC 5Stone Pine Financial Partners 4Foundation Wealth Management, LLC 3Cbiz Investment Advisory Services, LLC 2Equity Services, Inc. 2Captrust 1Cetera Investment Advisers LLC 1Diversified, LLC 1Ep Wealth Advisors 1Fiscalwise, Inc. 1LPL Financial LLC 1Members Wealth LLC 1Obrien Greene & Co. Inc. 1Osaic Wealth, Inc. 1Wealthwise Advisors 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 Media, PA?
26 SEC-registered investment adviser representatives at firm offices in Media, Pennsylvania list the CFP designation; Janney Montgomery Scott 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 Media?
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.