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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Newtown, PA

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

54 CFP professionals work in Newtown; the most are at Main Street Financial Solutions, LLC (12). 22 are also registered broker representatives.

CFP advisors in Newtown, A to Z

Every advisor in Newtown →
  • Donald L. AlbackerKestra Advisory Services, LLC · Certified Financial Planner
  • Susan B. AllenGreat Valley Advisor Group, LLC · Certified Financial Planner
  • Sean B. ArnoldRockefeller Capital Management · Certified Financial Planner
  • Jonathan R. BattilloRockefeller Capital Management · Certified Financial Planner
  • James J. BevilleMain Street Financial Solutions, LLC · Certified Financial Planner
  • Courtney L. BonacciSanctuary Advisors, LLC · Certified Financial Planner
  • Andrew W. BrickBrick & Kyle Associates Inc. · Certified Financial Planner
  • Michael A. BukowskiMain Street Financial Solutions, LLC · Certified Financial Planner
  • Anthony J. CarrinoRoble, Belko And Company, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Kyle D. ComerfordRockefeller Capital Management · Certified Financial Planner
  • Sean M. ConnerEthos Capital Management, Inc. · Certified Financial Planner
  • Ernest M. CsakMain Street Financial Solutions, LLC · Certified Financial Planner
  • Brett R. DankoMain Street Financial Solutions, LLC · Certified Financial Planner
  • William F. DavisVericrest Private Wealth, LLC · Certified Financial Planner
  • Ryan M. EvansCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Ayman EzzatMain Street Financial Solutions, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Louis C. Fancher III46 Peaks Investment Advisory Group · Certified Financial Planner, Chartered Financial Consultant
  • Matt J. GorenMain Street Financial Solutions, LLC · Certified Financial Planner
  • Patrick J. HehirAndrew Garrett Inc. · Certified Financial Planner
  • Brad K. Heindel46 Peaks Investment Advisory Group · Certified Financial Planner
  • Jonathan M. HellerKej Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
  • Brian J. Henrysen Jr.Pw Nova Financial Services LLC · Certified Financial Planner
  • Grant C. HoldrenCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Lori A. HoppmannEdward Jones · Certified Financial Planner
  • Jennifer L. HushionMain Street Financial Solutions, LLC · Certified Financial Planner
  • Jonathan InzeroInnova Wealth Partners, LLC · Certified Financial Planner
  • Amy LeisMain Street Financial Solutions, LLC · Certified Financial Planner
  • Scott G. LevyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • James D. LewersBrick & Kyle Associates Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Christopher J. LymanCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Robert C. MacaulayJmac Enterprises LLC · Certified Financial Planner
  • Derek R. MathewsUBS Financial Services Inc. · Certified Financial Planner
  • Christopher McNesbyPw Nova Financial Services LLC · Certified Financial Planner
  • Michael S. MinterMain Street Financial Solutions, LLC · Certified Financial Planner
  • Sean MorelandRockefeller Capital Management · Certified Financial Planner
  • Erik N. Mosholt46 Peaks Investment Advisory Group · Certified Financial Planner
  • Matthew J. MulhollandTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Isidore R. OgoussanCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Alexander J. PetsisOsaic Wealth, Inc. · Certified Financial Planner
  • Christine A. PollockJohn Hancock Personal Financial Services, LLC · Certified Financial Planner
  • Linda K. PylesMain Street Financial Solutions, LLC · Certified Financial Planner
  • Geraldine A. RaymondCommonwealth Financial Network · Certified Financial Planner
  • John D. ReaCrossgate Wealth Advisors, LLC · Certified Financial Planner
  • Branden R. SacksMain Street Financial Solutions, LLC · Certified Financial Planner
  • David J. SamachsonEdward Jones · Certified Financial Planner
  • Patrick M. SeilerRaymond James & Associates, Inc. · Certified Financial Planner
  • Michael R. SmithPw Nova Financial Services LLC · Certified Financial Planner
  • Patrick T. SweetRockefeller Capital Management · Certified Financial Planner
  • Steven J. TotoEthos Capital Management, Inc. · Certified Financial Planner
  • Nicolas G. Valdes-FauliMain Street Financial Solutions, LLC · Certified Financial Planner
  • Nickolaus C. Von DohlenCrossgate Wealth Advisors, LLC · Certified Financial Planner
  • Charles E. Walsh IIIStrategic Advisers LLC · Certified Financial Planner
  • Morgan E. ZafonteJmac Enterprises LLC · Certified Financial Planner
  • Brandon T. ZahalCrossgate Wealth Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in Newtown

Main Street Financial Solutions, LLC 12Cambridge Investment Research Advisors, Inc. 5Rockefeller Capital Management 546 Peaks Investment Advisory Group 3Crossgate Wealth Advisors, LLC 3Pw Nova Financial Services LLC 3Brick & Kyle Associates Inc. 2Edward Jones 2Ethos Capital Management, Inc. 2Jmac Enterprises LLC 2Andrew Garrett Inc. 1Anthony Petsis & Associates Inc. 1Commonwealth Financial Network 1Great Valley Advisor Group, LLC 1Innova Wealth Partners, LLC 1

CFP advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 224Malvern 202Philadelphia 159Wayne 76Lancaster 75Radnor 72West Chester 70Conshohocken 63Fort Washington 58Berwyn 56Doylestown 55Allentown 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 Newtown, PA?

54 SEC-registered investment adviser representatives at firm offices in Newtown, Pennsylvania list the CFP designation; Main Street Financial Solutions, LLC employs the most of them (12).

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 Newtown?

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.