Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in New Braunfels, TX
Every SEC-registered financial advisor at a firm office in New Braunfels who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in New Braunfels; the most are at Astoria Strategic Wealth, Inc. (5). 10 are also registered broker representatives.
CFP advisors in New Braunfels, A to Z
Every advisor in New Braunfels →- Michael S. BlatzerLPL Financial LLC · Certified Financial Planner
- Brian A. CoxAstoria Strategic Wealth, Inc. · Certified Financial Planner
- Darin S. DotyVictory Wealth Services, LLC · Certified Financial Planner
- Kevin ForceForce Acres, LLC · Certified Financial Planner
- Susan B. GomezKonnect Health And Wealth · Certified Financial Planner
- Tobin C. HoffmannAmeritas Advisory Services, LLC · Certified Financial Planner
- Benjamin S. HooperComal Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Kirby D. JacobsonAstoria Strategic Wealth, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Robert A. KokolAtticus Wealth Management · Certified Financial Planner
- Jennifer L. LarsenHornor, Townsend & Kent, LLC · Certified Financial Planner, Chartered Financial Consultant
- Heather M. MazochCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Mandi J. MoynihanAstoria Strategic Wealth, Inc. · Certified Financial Planner
- Clark R. PantelEdward Jones · Certified Financial Planner
- Dianna G. ParkerOsaic Wealth, Inc. · Certified Financial Planner
- Amber M. PicardAstoria Strategic Wealth, Inc. · Certified Financial Planner
- Nathan L. ReneauCetera Investment Advisers LLC · Certified Financial Planner
- Frank A. Romero Jr.Focus Advisor Solutions, LLC · Certified Financial Planner
- Sasha StewartAstoria Strategic Wealth, Inc. · Certified Financial Planner
- Paul S. Thomas Jr.Cetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Brian N. TobinMariner · Certified Financial Planner
- Kevin D. WartsbaughEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- John D. YoungStratos Wealth Partners, Ltd. · Certified Financial Planner
Firms with the most CFP professionals in New Braunfels
Astoria Strategic Wealth, Inc. 5Cetera Investment Advisers LLC 2Edward Jones 2Ameritas Advisory Services, LLC 1Atticus Wealth Management 1Cambridge Investment Research Advisors, Inc. 1Comal Wealth Management 1Focus Advisor Solutions, LLC 1Force Acres, LLC 1Hornor, Townsend & Kent, LLC 1Konnect Health And Wealth 1LPL Financial LLC 1Mariner 1Osaic Wealth, Inc. 1Stratos Wealth Partners, Ltd. 1
CFP advisors in other Texas cities
All of Texas →Houston 620Dallas 565Austin 545Plano 259Fort Worth 193San Antonio 187Westlake 153The Woodlands 87Southlake 58Frisco 57Sugar Land 44Lubbock 40Richardson 33Georgetown 32Addison 31Allen 29McKinney 29Katy 28Arlington 27College Station 25Amarillo 23El Paso 22Flower Mound 22Round Rock 22
Questions
How many CFP financial advisors are in New Braunfels, TX?
22 SEC-registered investment adviser representatives at firm offices in New Braunfels, Texas list the CFP designation; Astoria Strategic Wealth, Inc. 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 New Braunfels?
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.