Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in West Chester, PA
Every SEC-registered financial advisor at a firm office in West Chester who lists the Certified Financial Planner designation, A to Z.
70 CFP professionals work in West Chester; the most are at Wealthcare Advisory Partners LLC (18). 40 are also registered broker representatives.
CFP advisors in West Chester, A to Z
Every advisor in West Chester →- Ayad AmaryWealthcare Advisory Partners LLC · Certified Financial Planner
- Anthony M. AulffoWealthcare Advisory Partners LLC · Certified Financial Planner
- Richard L. Bartholomew IIWealthcare Advisory Partners LLC · Certified Financial Planner
- David C. BenferVeery Capital, LLC · Certified Financial Planner
- Cristina M. BennettWealthcare Advisory Partners LLC · Certified Financial Planner
- William J. BohannanWorld Investment Advisors, LLC · Certified Financial Planner
- Ryan A. BondSavvy · Certified Financial Planner
- Michael P. BrennanKey Financial, Inc. · Certified Financial Planner
- Patricia C. BrennanKey Financial, Inc. · Certified Financial Planner
- Karen S. ClemensCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Ryan J. ConlinWealthcare Advisory Partners LLC · Certified Financial Planner
- Dominic J. CorabiWedmont Private Capital · Certified Financial Planner
- Blake E. CorriganStrategic Advisers LLC · Certified Financial Planner
- Frederick J. Crowley Jr.Wealthcare Advisory Partners LLC · Certified Financial Planner
- Jeffrey W. DyeHub Investment Partners, LLC · Certified Financial Planner
- Ryan J. EgolfOsaic Wealth, Inc. · Certified Financial Planner
- Richard G. EliasMarket Street Wealth Management · Certified Financial Planner
- Daniel ElserBallast Financial Advisors, LLC · Certified Financial Planner
- Steven W. EngleAsbury Capital · Certified Financial Planner
- Lynn S. ErskineJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Analyst
- Richard B. EverettKey Financial, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Eric R. FuhrmanKey Financial, Inc. · Certified Financial Planner
- Thomas F. GintyWedmont Private Capital · Certified Financial Planner
- Richard GostkowskiEdward Jones · Certified Financial Planner
- James W. GravesWealthcare Advisory Partners LLC · Certified Financial Planner
- John T. GrayMissionsquare Retirement · Certified Financial Planner
- Gary D. HaapalaWealthcare Advisory Partners LLC · Certified Financial Planner
- Timothy HealeyJanney Montgomery Scott LLC · Certified Financial Planner
- Denis J. HillLincoln Investment · Certified Financial Planner
- Kevin JaniecFinancial Coach · Certified Financial Planner
- Ann C. KavanaughOsaic Wealth, Inc. · Certified Financial Planner
- Timothy P. KilleaFisher Investments · Certified Financial Planner
- James P. KniffenWealthcare Advisory Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Tamara L. KraigBruce A. Kraig Associates · Certified Financial Planner
- Hongwei LiuWealthcare Advisory Partners LLC · Certified Financial Planner
- Douglas R. MacgrayStonecrop Wealth Advisors, LLC · Certified Financial Planner
- Matthew J. MacnealVeery Capital, LLC · Certified Financial Planner
- Matthew D. MainwaringKey Financial, Inc. · Certified Financial Planner
- Todd A. MarottaCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Adil R. MasaniMasani Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark A. MayBallast Financial Advisors, LLC · Certified Financial Planner
- Daniel P. McHughBallast Financial Advisors, LLC · Certified Financial Planner
- Martin W. MinderWealthcare Advisory Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Dean A. MioliCetera Investment Advisers LLC · Certified Financial Planner
- Ryan T. MoranLocus Wealth Management · Certified Financial Planner
- Owen F. Mulhern IVFinancial Coach · Certified Financial Planner
- A S. NorkiewiczLPL Financial LLC · Certified Financial Planner
- Spencer P. PeetKey Financial, Inc. · Certified Financial Planner
- Steven D. PrivetteWealthcare Advisory Partners LLC · Certified Financial Planner
- Russell ReinhartWealthcare Advisory Partners LLC · Certified Financial Planner
- Michael P. Reynolds Jr.Janney Montgomery Scott LLC · Certified Financial Planner
- Lawrence S. RichardsJanney Montgomery Scott LLC · Certified Financial Planner
- Sarah E. ShawVeery Capital, LLC · Certified Financial Planner
- Brent E. ShepherdWealthcare Advisory Partners LLC · Certified Financial Planner
- Daniel M. ShevlinWealthcare Advisory Partners LLC · Certified Financial Planner
- Kathleen SimolikeVeery Capital, LLC · Certified Financial Planner
- Timothy W. SlothowerGrace Financial Advisors LLC · Certified Financial Planner
- Clinton R. SmedleyCetera Investment Advisers LLC · Certified Financial Planner
- Joshua L. StyrculaWealthcare Advisory Partners LLC · Certified Financial Planner
- Meghan T. TaitFinancial Coach · Certified Financial Planner
- Kristen M. TaylorCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Vesnaann R. TuckerPrivate Advisor Group, LLC · Certified Financial Planner
- Christopher T. UrnessWealthcare Advisory Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Frank J. VioliniTruist Advisory Services, Inc. · Certified Financial Planner
- Troy B. VogtMarket Street Wealth Management · Certified Financial Planner
- Shawn A. WagnerCetera Investment Advisers LLC · Certified Financial Planner
- Matthew N. WallenWealthcare Advisory Partners LLC · Certified Financial Planner, Chartered Financial Analyst
- Steven J. Woodruff Jr.Venture Financial Advisors, LLC · Certified Financial Planner
- Christopher L. ZellmanLPL Financial LLC · Certified Financial Planner
- John J. Zellman Jr.World Investment Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in West Chester
Wealthcare Advisory Partners LLC 18Key Financial, Inc. 6Cetera Investment Advisers LLC 4Janney Montgomery Scott LLC 4Veery Capital, LLC 4Ballast Financial Advisors, LLC 3Financial Coach 3Cambridge Investment Research Advisors, Inc. 2LPL Financial LLC 2Market Street Wealth Management 2Osaic Wealth, Inc. 2Wedmont Private Capital 2World Investment Advisors, LLC 2Asbury Capital 1Bruce A. Kraig Associates 1
CFP advisors in other Pennsylvania cities
All of Pennsylvania →Pittsburgh 224Malvern 202Philadelphia 159Wayne 76Lancaster 75Radnor 72Conshohocken 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 West Chester, PA?
70 SEC-registered investment adviser representatives at firm offices in West Chester, Pennsylvania list the CFP designation; Wealthcare Advisory Partners LLC employs the most of them (18).
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 West Chester?
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.