Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in West Conshohocken, PA
Every SEC-registered financial advisor at a firm office in West Conshohocken who lists the Certified Financial Planner designation, A to Z.
21 CFP professionals work in West Conshohocken; the most are at Sage Financial Group Inc. (8). 7 are also registered broker representatives.
CFP advisors in West Conshohocken, A to Z
Every advisor in West Conshohocken →- Arthur W. Bartholomew IIIRaymond James & Associates, Inc. · Certified Financial Planner
- Andrew C. BrownSage Financial Group Inc. · Certified Financial Planner
- James ButlerWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Alan J. CohnSage Financial Group Inc. · Certified Financial Planner
- Ross CohnSage Financial Group Inc. · Certified Financial Planner
- Michael A. DiazPeteralexander · Certified Financial Planner, Chartered Financial Consultant
- Jaclyn F. DrobnyMorgan Stanley · Certified Financial Planner
- Kathleen F. FreedCerity Partners LLC · Certified Financial Planner
- Adam GreeneSage Financial Group Inc. · Certified Financial Planner
- Benjamin R. KoganSage Financial Group Inc. · Certified Financial Planner
- Jason MardinlySage Financial Group Inc. · Certified Financial Planner
- Hugh M. OdonnellMorgan Stanley · Certified Financial Planner
- Todd M. RothMorgan Stanley · Certified Financial Planner
- Chris SchifferWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- John J. SionSage Financial Group Inc. · Certified Financial Planner
- Allison J. SlobodianMorgan Stanley · Certified Financial Planner
- Lucile A. SteitzSage Financial Group Inc. · Certified Financial Planner
- Yolanda T. WatersEdelman Financial Engines · Certified Financial Planner
- Christopher WeidlerRaymond James & Associates, Inc. · Certified Financial Planner
- Mitchell A. WelschMorgan Stanley · Certified Financial Planner
- Matthew C. WollickEdelman Financial Engines · Certified Financial Planner
Firms with the most CFP professionals in West Conshohocken
Sage Financial Group Inc. 8Morgan Stanley 5Edelman Financial Engines 2Raymond James & Associates, Inc. 2Wealth Enhancement Advisory Services, LLC 2Cerity Partners LLC 1Peteralexander 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 West Conshohocken, PA?
21 SEC-registered investment adviser representatives at firm offices in West Conshohocken, Pennsylvania list the CFP designation; Sage Financial Group Inc. employs the most of them (8).
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 Conshohocken?
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.