Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder look

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Warrendale, PA

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

5 CFP professionals work in Warrendale; the most are at Hbks Wealth Advisors (2). 0 are also registered broker representatives.

CFP advisors in Warrendale, A to Z

Every advisor in Warrendale →
  • Alexandra D. CameronPetredis Investment Advisors · Certified Financial Planner
  • Matthew J. CostiganHbks Wealth Advisors · Certified Financial Planner, Personal Financial Specialist
  • Jonathan DaneDefiant Capital Group · Certified Financial Planner, Chartered Financial Analyst
  • Shawn FodgeHbks Wealth Advisors · Certified Financial Planner
  • Athena I. MalliosPetredis Investment Advisors · Certified Financial Planner

Firms with the most CFP professionals in Warrendale

Hbks Wealth Advisors 2Petredis Investment Advisors 2Defiant Capital Group 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 Warrendale, PA?

5 SEC-registered investment adviser representatives at firm offices in Warrendale, Pennsylvania list the CFP designation; Hbks Wealth Advisors employs the most of them (2).

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 Warrendale?

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.