Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Westlake, TX

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

153 CFP professionals work in Westlake; the most are at Schwab Wealth Advisory, Inc. (72). 151 are also registered broker representatives.

CFP advisors in Westlake, A to Z

Every advisor in Westlake →

David Abed-RabbohSchwab Wealth Advisory, Inc. · Certified Financial Planner
Reade AchilliSchwab Wealth Advisory, Inc. · Certified Financial Planner
Isabel R. AdamiakCharles Schwab & Co., Inc. · Certified Financial Planner
Bendigo P. AgnewCharles Schwab & Co., Inc. · Certified Financial Planner
Oscar R. BaumCharles Schwab & Co., Inc. · Certified Financial Planner
Kevin BaumhartSchwab Wealth Advisory, Inc. · Certified Financial Planner
James A. BeckStrategic Advisers LLC · Certified Financial Planner
Jeffrey BeckCharles Schwab & Co., Inc. · Certified Financial Planner
Dean A. BelknapSchwab Wealth Advisory, Inc. · Certified Financial Planner
Carlos BenitezSchwab Wealth Advisory, Inc. · Certified Financial Planner
Andrew K. BennettSchwab Wealth Advisory, Inc. · Certified Financial Planner
Timothy A. BielikCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst
Samantha L. BinzSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
J L. BlattCharles Schwab & Co., Inc. · Certified Financial Planner
Jordan P. BommaritoSchwab Wealth Advisory, Inc. · Certified Financial Planner
Alexis Z. BonderSchwab Wealth Advisory, Inc. · Certified Financial Planner
Sean BrittSchwab Wealth Advisory, Inc. · Certified Financial Planner
John W. BroderickCharles Schwab & Co., Inc. · Certified Financial Planner
Cailley F. BryanSchwab Wealth Advisory, Inc. · Certified Financial Planner
Jon P. BryanCharles Schwab & Co., Inc. · Certified Financial Planner
Peyton E. BurkeSchwab Wealth Advisory, Inc. · Certified Financial Planner
Dawn M. BuscherCharles Schwab & Co., Inc. · Certified Financial Planner
Juan O. CamarilloCharles Schwab & Co., Inc. · Certified Financial Planner
Jerome C. CampbellCharles Schwab & Co., Inc. · Certified Financial Planner
Pedro Campos MejoradoSchwab Wealth Advisory, Inc. · Certified Financial Planner
Katherine E. CanonSchwab Wealth Advisory, Inc. · Certified Financial Planner
John R. CarlsonCharles Schwab & Co., Inc. · Certified Financial Planner
Joel CastorSchwab Wealth Advisory, Inc. · Certified Financial Planner
Gaurav A. ChavdaCharles Schwab & Co., Inc. · Certified Financial Planner
Nilesh I. ChristianCharles Schwab & Co., Inc. · Certified Financial Planner
Tiffany M. ClarkSchwab Wealth Advisory, Inc. · Certified Financial Planner
David CorkumSchwab Wealth Advisory, Inc. · Certified Financial Planner
Manuel A. CruzSchwab Wealth Advisory, Inc. · Certified Financial Planner
Daniel C. CumminsSchwab Wealth Advisory, Inc. · Certified Financial Planner
Fei DaiCharles Schwab & Co., Inc. · Certified Financial Planner
Christopher J. DelauraMeristead Wealth, LLC · Certified Financial Planner
Jason R. DittfurthCharles Schwab & Co., Inc. · Certified Financial Planner
Jonathan M. DoddSchwab Wealth Advisory, Inc. · Certified Financial Planner
Mohamed L. DoumbiaSchwab Wealth Advisory, Inc. · Certified Financial Planner
Heath DowellSchwab Wealth Advisory, Inc. · Certified Financial Planner
Joshua W. DoyleCharles Schwab & Co., Inc. · Certified Financial Planner
Todd R. EdwardsSchwab Wealth Advisory, Inc. · Certified Financial Planner
Judith F. EspinosaSchwab Wealth Advisory, Inc. · Certified Financial Planner
Christopher W. EversSchwab Wealth Advisory, Inc. · Certified Financial Planner
Andrew H. FallaCharles Schwab & Co., Inc. · Certified Financial Planner
Christopher B. Fisher IISchwab Wealth Advisory, Inc. · Certified Financial Planner
Donald E. FranksCharles Schwab & Co., Inc. · Certified Financial Planner
Charles E. GarnerSchwab Wealth Advisory, Inc. · Certified Financial Planner
Wanda F. GraySchwab Wealth Advisory, Inc. · Certified Financial Planner
Michael J. GrimmSchwab Wealth Advisory, Inc. · Certified Financial Planner
Raul GuerreroCharles Schwab & Co., Inc. · Certified Financial Planner
Michelle N. HahnSchwab Wealth Advisory, Inc. · Certified Financial Planner
Xin HaoSchwab Wealth Advisory, Inc. · Certified Financial Planner
Trevor C. HarrellCharles Schwab & Co., Inc. · Certified Financial Planner
Luis A. Hartu IIIStrategic Advisers LLC · Certified Financial Planner
Robert D. Harvey IIISchwab Wealth Advisory, Inc. · Certified Financial Planner
Houston HeckSchwab Wealth Advisory, Inc. · Certified Financial Planner
Myles E. HernandezSchwab Wealth Advisory, Inc. · Certified Financial Planner
Ramon E. HernandezCharles Schwab & Co., Inc. · Certified Financial Planner
Francisco J. HerreraSchwab Wealth Advisory, Inc. · Certified Financial Planner
Neema HessamiCharles Schwab & Co., Inc. · Certified Financial Planner
Gregory HilbertCharles Schwab & Co., Inc. · Certified Financial Planner
Ernie D. HollowaySchwab Wealth Advisory, Inc. · Certified Financial Planner
Millicent M. HolmesSchwab Wealth Advisory, Inc. · Certified Financial Planner
Andrew C. HoppenCharles Schwab & Co., Inc. · Certified Financial Planner
Robert C. HowellSchwab Wealth Advisory, Inc. · Certified Financial Planner
Crystal HugginsSchwab Wealth Advisory, Inc. · Certified Financial Planner
Hestin B. HurstSchwab Wealth Advisory, Inc. · Certified Financial Planner
Stephen R. IsaacsSchwab Wealth Advisory, Inc. · Certified Financial Planner
Goh IwataCharles Schwab & Co., Inc. · Certified Financial Planner
David C. JamisonSchwab Wealth Advisory, Inc. · Certified Financial Planner
Mia JeffordsCharles Schwab & Co., Inc. · Certified Financial Planner
Edmund A. JobSchwab Wealth Advisory, Inc. · Certified Financial Planner
Eric S. JohnsonCharles Schwab & Co., Inc. · Certified Financial Planner
Jared L. JohnsonSchwab Wealth Advisory, Inc. · Certified Financial Planner
Zachary D. JonesCharles Schwab & Co., Inc. · Certified Financial Planner
William K. KaiserCharles Schwab & Co., Inc. · Certified Financial Planner, Personal Financial Specialist
Jennifer L. KilbyCharles Schwab & Co., Inc. · Certified Financial Planner
Rosa G. KiphenSchwab Wealth Advisory, Inc. · Certified Financial Planner
Kristen N. KoestersCharles Schwab & Co., Inc. · Certified Financial Planner
Jeffrey L. LambethCharles Schwab & Co., Inc. · Certified Financial Planner
Curtis LewisCharles Schwab & Co., Inc. · Certified Financial Planner
Shu-Ping LinCharles Schwab & Co., Inc. · Certified Financial Planner
John B. LoySchwab Wealth Advisory, Inc. · Certified Financial Planner
Sangeetha MadhavanCharles Schwab & Co., Inc. · Certified Financial Planner
Daniel P. MahaffeySchwab Wealth Advisory, Inc. · Certified Financial Planner
Schuyler A. MarinCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst
Jesse A. MartinezCharles Schwab & Co., Inc. · Certified Financial Planner
Parker MartinezSchwab Wealth Advisory, Inc. · Certified Financial Planner
Lauren E. MathersCharles Schwab & Co., Inc. · Certified Financial Planner
Richard C. MaysCharles Schwab & Co., Inc. · Certified Financial Planner
Quentin W. McCartCharles Schwab & Co., Inc. · Certified Financial Planner
Laura C. McDowellCharles Schwab & Co., Inc. · Certified Financial Planner
Robert R. McKinleyStrategic Advisers LLC · Certified Financial Planner
Lauren A. MelroySchwab Wealth Advisory, Inc. · Certified Financial Planner
Shane T. MontejanoSchwab Wealth Advisory, Inc. · Certified Financial Planner
George MorakisSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
Thomas D. MorganCharles Schwab & Co., Inc. · Certified Financial Planner
Garrett MossStrategic Advisers LLC · Certified Financial Planner
Justin MourningSchwab Wealth Advisory, Inc. · Certified Financial Planner
Lonya T. MullCharles Schwab & Co., Inc. · Certified Financial Planner
Devin A. NarvaezSchwab Wealth Advisory, Inc. · Certified Financial Planner
Eric D. NelsonCharles Schwab & Co., Inc. · Certified Financial Planner
Mary T. NelsonSchwab Wealth Advisory, Inc. · Certified Financial Planner
Hector J. Ortiz-RamirezCharles Schwab & Co., Inc. · Certified Financial Planner
Mahim PandayStrategic Advisers LLC · Certified Financial Planner
Kevin R. ParkhillCharles Schwab & Co., Inc. · Certified Financial Planner
Sarjoo N. PatelCharles Schwab Investment Management, Inc. · Certified Financial Planner
Erin PennixCharles Schwab & Co., Inc. · Certified Financial Planner
Robert E. PeraltaCharles Schwab & Co., Inc. · Certified Financial Planner
Zachary J. PerretSchwab Wealth Advisory, Inc. · Certified Financial Planner
Kendrick P. PerrySchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
Roy E. PlumleeSchwab Wealth Advisory, Inc. · Certified Financial Planner
Ashley R. PribbleCharles Schwab & Co., Inc. · Certified Financial Planner
Felisha M. PullenSchwab Wealth Advisory, Inc. · Certified Financial Planner
Keliimakanoe W. RainCharles Schwab & Co., Inc. · Certified Financial Planner
Joshua J. RauschenbachCharles Schwab & Co., Inc. · Certified Financial Planner
Bradley F. ReeseSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
Alexandria M. ReyesSchwab Wealth Advisory, Inc. · Certified Financial Planner
Kevin S. RichardsonSchwab Wealth Advisory, Inc. · Certified Financial Planner
Sean C. RileyCharles Schwab & Co., Inc. · Certified Financial Planner
Raphael S. RobertCharles Schwab & Co., Inc. · Certified Financial Planner
Jason D. RobertsCharles Schwab & Co., Inc. · Certified Financial Planner
Robin RodenSchwab Wealth Advisory, Inc. · Certified Financial Planner
Benjamin Y. RossCharles Schwab & Co., Inc. · Certified Financial Planner
Scott T. RossCharles Schwab & Co., Inc. · Certified Financial Planner
Eric A. ScheinCharles Schwab & Co., Inc. · Certified Financial Planner
Cindy ScottSchwab Wealth Advisory, Inc. · Certified Financial Planner
Brent A. ShieldsCharles Schwab & Co., Inc. · Certified Financial Planner
Emmanuel R. SifuentesCharles Schwab & Co., Inc. · Certified Financial Planner
Matthew K. SkickiCharles Schwab & Co., Inc. · Certified Financial Planner
Melodie L. SmithCharles Schwab & Co., Inc. · Certified Financial Planner
Aubrey J. SochaSchwab Wealth Advisory, Inc. · Certified Financial Planner
George A. SortoSchwab Wealth Advisory, Inc. · Certified Financial Planner
Nicholas StantonCharles Schwab & Co., Inc. · Certified Financial Planner
Justin K. StarrStrategic Advisers LLC · Certified Financial Planner
Carrie D. StevensonCharles Schwab & Co., Inc. · Certified Financial Planner
Loren StewartCharles Schwab & Co., Inc. · Certified Financial Planner
Stacey L. StoverEdward Jones · Certified Financial Planner
Angela R. TaliaferroCharles Schwab & Co., Inc. · Certified Financial Planner
Trevor TamplainCharles Schwab & Co., Inc. · Certified Financial Planner
Marc S. ThiltgenCharles Schwab & Co., Inc. · Certified Financial Planner
Eric M. TonesSchwab Wealth Advisory, Inc. · Certified Financial Planner
Joshua TorresSchwab Wealth Advisory, Inc. · Certified Financial Planner
Long D. TranCharles Schwab & Co., Inc. · Certified Financial Planner
Reagan E. TuckerCharles Schwab & Co., Inc. · Certified Financial Planner
Brian L. TurbevilleSchwab Wealth Advisory, Inc. · Certified Financial Planner
Sean M. ValadezCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst
Bao Q. VoSchwab Wealth Advisory, Inc. · Certified Financial Planner
Sarah J. WalkinshawSchwab Wealth Advisory, Inc. · Certified Financial Planner
Frank G. Weiss IVStrategic Advisers LLC · Certified Financial Planner
Barrett P. WellsSchwab Wealth Advisory, Inc. · Certified Financial Planner
Ian J. WinslowSchwab Wealth Advisory, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Westlake

Schwab Wealth Advisory, Inc. 72 Charles Schwab & Co., Inc. 71 Strategic Advisers LLC 7 Charles Schwab Investment Management, Inc. 1 Edward Jones 1 Meristead Wealth, LLC 1

CFP advisors in other Texas cities

All of Texas →

Houston 620 Dallas 565 Austin 545 Plano 259 Fort Worth 193 San Antonio 187 The Woodlands 87 Southlake 58 Frisco 57 Sugar Land 44 Lubbock 40 Richardson 33 Georgetown 32 Addison 31 Allen 29 McKinney 29 Katy 28 Arlington 27 College Station 25 Amarillo 23 El Paso 22 Flower Mound 22 New Braunfels 22 Round Rock 22

Questions

How many CFP financial advisors are in Westlake, TX?

153 SEC-registered investment adviser representatives at firm offices in Westlake, Texas list the CFP designation; Schwab Wealth Advisory, Inc. employs the most of them (72).

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 Westlake?

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.