Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bellevue, WA
Every SEC-registered financial advisor at a firm office in Bellevue who lists the Certified Financial Planner designation, A to Z.
247 CFP professionals work in Bellevue; the most are at Coldstream Wealth Management (19). 96 are also registered broker representatives.
CFP advisors in Bellevue, A to Z
Every advisor in Bellevue →- Paul R. AdamsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Hannah E. AhmedCommonwealth Financial Network · Certified Financial Planner
- Liam AireySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ryan J. AlderferBoone Wealth Advisors, LLC · Certified Financial Planner
- Jeffrey T. AlewineJ.P. Morgan Securities LLC · Certified Financial Planner
- Stacy L. AllredJ.P. Morgan Securities LLC · Certified Financial Planner
- Daniel A. AndersonAuxano Advisors · Certified Financial Planner
- Jennifer H. AnkerMariner · Certified Financial Planner
- Tyler M. AtkinsonLPL Financial LLC · Certified Financial Planner
- Lucas R. BakerMarsjewett Financial Group · Certified Financial Planner
- Jeffrey G. BarnettFocus Partners Wealth, LLC · Certified Financial Planner
- Aidan L. BeatonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Christopher L. BentleySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Daniel B. BergeOppenheimer & Co. Inc. · Certified Financial Planner
- Mark A. BergeronWlfb Inc. · Certified Financial Planner
- Peter G. BeselParcion Private Wealth LLC · Certified Financial Planner
- Joshua R. BettsAletheian Wealth Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
- Joyce V. BloomquistEmpirical Wealth Management · Certified Financial Planner
- Gavin J. BoespflugSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael W. BooneBoone Wealth Advisors, LLC · Certified Financial Planner
- Edward C. BradleyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Carly B. BradshawPathstone · Certified Financial Planner
- Lenora C. BrekkeEvergreen Capital Management LLC · Certified Financial Planner
- Voneen C. BrightColdstream Wealth Management · Certified Financial Planner
- Jennifer R. BrombergCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Alexander S. BrueskeLPL Financial LLC · Certified Financial Planner
- Scott A. BrueskeLPL Financial LLC · Certified Financial Planner
- Spencer A. BrueskeLPL Financial LLC · Certified Financial Planner
- Wesley BurroughsSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jason M. ButlerCercano Management LLC · Certified Financial Planner, Personal Financial Specialist
- Wei CaoJwc Advisors · Certified Financial Planner
- Kathleen E. CarboneParcion Private Wealth LLC · Certified Financial Planner
- Alex W. CarterLPL Financial LLC · Certified Financial Planner
- Jessica A. CarusoMercer Global Advisors Inc. · Certified Financial Planner
- Dominic A. CellittiThreadline Wealth · Certified Financial Planner
- Joe L. CervantesColdstream Wealth Management · Certified Financial Planner
- Tingwei ChiangCutler Investment Group · Certified Financial Planner
- Peter W. ClineAuxano Advisors · Certified Financial Planner
- Ryan E. ColkittCaptrust · Certified Financial Planner, Chartered Financial Analyst
- David R. ColtomThrivent Investment Management Inc. · Certified Financial Planner
- Scott ComfortThreadline Wealth · Certified Financial Planner
- Gabrielle M. CorduanSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Erica Jean CortezLido · Certified Financial Planner
- Sandra CramerMariner · Certified Financial Planner
- Ryan M. CrumpackerEdward Jones · Certified Financial Planner
- Brandon CurneenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ian B. CurtissColdstream Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Justin H. CyklerEquitable Advisors, LLC · Certified Financial Planner
- Rileigh DanielsApella Wealth · Certified Financial Planner
- Jared L. DavisAuxano Advisors · Certified Financial Planner
- Raphael Luis C. De OcampoAvier Wealth Advisors · Certified Financial Planner
- Richard J. DegrootBerntson Porter Wealth Management, LLC · Certified Financial Planner
- Steven A. DeluciaPathstone · Certified Financial Planner, Chartered Financial Analyst
- Shelby A. DesiervoColdstream Wealth Management · Certified Financial Planner
- Bryan G. DigelPathstone · Certified Financial Planner
- Laurence R. DonohueFortis Capital Management LLC · Certified Financial Planner
- David L. DunnThe Fiduciary Alliance · Certified Financial Planner, Personal Financial Specialist
- Ryan N. EatherlyMariner · Certified Financial Planner
- Christopher J. EdwardsEmpirical Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Kelsen W. EdwinsThreadline Wealth · Certified Financial Planner
- Erin C. EgesdalCetera Investment Advisers LLC · Certified Financial Planner
- Jon R. EricksonRegal Investment Advisors LLC · Certified Financial Planner
- Michael B. Ersser Jr.Focus Partners Wealth, LLC · Certified Financial Planner
- Kevin A. ErwertAletheian Wealth Advisors LLC · Certified Financial Planner
- Jeffrey M. EulbergEvergreen Capital Management LLC · Certified Financial Planner
- Thomas S. EulbergEvergreen Capital Management LLC · Certified Financial Planner
- Dallas J. EvansEvans Capital Management Associates · Certified Financial Planner, Chartered Financial Consultant
- Isaac EverettFocus Partners Wealth, LLC · Certified Financial Planner
- David A. FellerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Victoria M. FisherEvergreen Capital Management LLC · Certified Financial Planner
- Neale S. FoodyRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Daniel J. FrankelWealthcollab · Certified Financial Planner, Chartered Financial Analyst
- Brian D. FrederickMainspring Wealth Advisors · Certified Financial Planner
- James P. FurrowSenior Financial Advisors, Inc. · Certified Financial Planner
- Christy GatienRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Courtney S. GehrmannAvier Wealth Advisors · Certified Financial Planner
- Parker S. GordonStrategic Advisers LLC · Certified Financial Planner
- Matthew T. GrayColdstream Wealth Management · Certified Financial Planner
- John D. GriffinMainsail Financial Group · Certified Financial Planner
- John GrossColdstream Wealth Management · Certified Financial Planner
- Saloni GuptaAvier Wealth Advisors · Certified Financial Planner
- Aurailla GustAmeriprise Financial Services, LLC · Certified Financial Planner
- Kelly M. GwynnThreadline Wealth · Certified Financial Planner
- Mallory J. HallIntegrity Alliance, LLC. · Certified Financial Planner
- Courtney O. HanrahanEq Wealth Management · Certified Financial Planner
- Cheryl N. HansfordEvans Capital Management Associates · Certified Financial Planner
- Lauree A. HarrisonCetera Investment Advisers LLC · Certified Financial Planner
- Eldon R. HarsinPacific Financial Advisors · Certified Financial Planner
- Luther D. HauganOppenheimer & Co. Inc. · Certified Financial Planner
- Patrick M. HealeyWells Fargo Clearing Services, LLC · Certified Financial Planner
- John M. HeffelFortis Capital Management LLC · Certified Financial Planner
- Anthony HigginsColdstream Wealth Management · Certified Financial Planner
- Sean HsuMorgan Stanley · Certified Financial Planner
- Wen-Liang HuangZion Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
- Leeann HugginsRaymond James & Associates, Inc. · Certified Financial Planner
- Clayton HunterCaptrust · Certified Financial Planner
- Edgar IbarraMariner · Certified Financial Planner
- Peter S. JacobsTschetter Group · Certified Financial Planner, Chartered Financial Analyst
- Daniel R. JangEquitable Advisors, LLC · Certified Financial Planner
- Maja JankoMariner · Certified Financial Planner
- Scott R. JewettMarsjewett Financial Group · Certified Financial Planner
- Benjamin D. JohnsonMission Wealth Management, LP · Certified Financial Planner
- Christopher L. JohnsonEquitable Advisors, LLC · Certified Financial Planner
- David E. JohnsonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Howard A. JohnsonAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Tara JohnsonHightower Advisors, LLC · Certified Financial Planner
- Trushar J. JoshiStrategic Advisers LLC · Certified Financial Planner
- Christopher M. KaminskiConsilio Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jason A. KaneWells Fargo Clearing Services, LLC · Certified Financial Planner
- Heather L. KesslerColdstream Wealth Management · Certified Financial Planner
- Timothy R. KimmelPaul R. Ried Financial Group, LLC · Certified Financial Planner
- Eric KinyonStrategic Advisers LLC · Certified Financial Planner
- Kathryn R. KokengeTruewealth Financial Partners · Certified Financial Planner, Chartered Financial Analyst
- Sprague N. KolpOpal Advisors · Certified Financial Planner
- Kelly A. KolstadPaul R. Ried Financial Group, LLC · Certified Financial Planner
- John J. Kozol Jr.Cetera Investment Advisers LLC · Certified Financial Planner
- Stacee L. KratovilParcion Private Wealth LLC · Certified Financial Planner
- Matthew D. KrowsScs · Certified Financial Planner
- Kyle A. KuykendallWells Fargo Clearing Services, LLC · Certified Financial Planner
- Rex J. LauColdstream Wealth Management · Certified Financial Planner
- Brian W. LeachEvans Capital Management Associates · Certified Financial Planner
- Alexander K. LeeAuxano Advisors · Certified Financial Planner
- Karen LeeStrategic Advisers LLC · Certified Financial Planner
- Vincent T. LeeColdstream Wealth Management · Certified Financial Planner, Personal Financial Specialist
- Andrea M. LeechPathstone · Certified Financial Planner
- Miwa LeickEdward Jones · Certified Financial Planner
- Henry LemasterColdstream Wealth Management · Certified Financial Planner
- Carl LindgrenLPL Financial LLC · Certified Financial Planner
- Wentao LiuColdstream Wealth Management · Certified Financial Planner
- Mikkel LouieStrategic Advisers LLC · Certified Financial Planner
- Elizabeth I. LoutsisHightower Advisors, LLC · Certified Financial Planner
- Lauren MaSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael R. MackelvieMariner · Certified Financial Planner
- Deviemattie S. MakkarSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- David A. MantellLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Brian G. MarsMarsjewett Financial Group · Certified Financial Planner
- Trevor Y. MarstonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Davonta I. MartinRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Lee S. MartinAvior Wealth Management, LLC · Certified Financial Planner
- Zachary S. MartinsonEquitable Advisors, LLC · Certified Financial Planner
- Shalina R. MartosMartos Wealth Management · Certified Financial Planner
- Tarek A. McAleeMercer Global Advisors Inc. · Certified Financial Planner
- Amanda L. McCartyTschetter Group · Certified Financial Planner
- Steven C. McConnellRain Dog Financial · Certified Financial Planner, Chartered Financial Consultant
- Sally L. McCrayCommonwealth Financial Network · Certified Financial Planner
- David K. McIntoshColdstream Wealth Management · Certified Financial Planner
- Frank McLaughlin IVFocus Partners Wealth, LLC · Certified Financial Planner
- Tassie S. MedlinEmpirical Wealth Management · Certified Financial Planner
- Richard A. Merrifield IIColdstream Wealth Management · Certified Financial Planner
- Michael D. MillerCapital Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
- Katie L. MilojevichThe Mather Group, LLC · Certified Financial Planner
- Grant D. MonsonIntegrity Alliance, LLC. · Certified Financial Planner
- Jacob MontanoScs · Certified Financial Planner
- David M. MoretskyWinthrop Wealth · Certified Financial Planner, Chartered Financial Consultant
- Hunter R. MorganPathstone · Certified Financial Planner
- Amber M. MoserWinthrop Wealth · Certified Financial Planner
- Taraneh MozaffarianEdelman Financial Engines · Certified Financial Planner
- Matthew M. MyersCaptrust · Certified Financial Planner
- Claude D. NesisLPL Financial LLC · Certified Financial Planner
- Glen J. NessStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Carolyn NgoSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Thanh M. NguyenLPL Financial LLC · Certified Financial Planner
- Aaron N. NicholsCreative Planning · Certified Financial Planner
- Jamika S. ParkerEq Wealth Management · Certified Financial Planner
- Jeff K. ParkerCorient · Certified Financial Planner
- Lowell L. ParkerFocus Partners Wealth, LLC · Certified Financial Planner
- Chad P. ParmenterOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ben Y. PedenFocus Partners Wealth, LLC · Certified Financial Planner
- Don J. PetricicAsset One Wealth Management, LLC · Certified Financial Planner
- Marcella A. PetroPathstone · Certified Financial Planner
- Lars L. PhillipsAvier Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
- Robert T. PhillipsAsset One Wealth Management, LLC · Certified Financial Planner
- Aaron PimentelSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Seth PircWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kelli N. PorterTschetter Group · Certified Financial Planner
- Kenneth W. PowellPaul R. Ried Financial Group, LLC · Certified Financial Planner
- Paul E. PurwinCommonwealth Financial Network · Certified Financial Planner
- John M. QuigleyEq Wealth Management · Certified Financial Planner
- Robert J. ReamerWinthrop Wealth · Certified Financial Planner
- Daniel ReubenParcion Private Wealth LLC · Certified Financial Planner
- Bradford W. RichardsonStrategic Advisers LLC · Certified Financial Planner
- Paul R. RiedPaul R. Ried Financial Group, LLC · Certified Financial Planner
- Reem Y. Rizk-HunterColdstream Wealth Management · Certified Financial Planner
- Launa M. RoharOppenheimer & Co. Inc. · Certified Financial Planner
- Christopher R. RotbergLPL Financial LLC · Certified Financial Planner
- Daniel R. RuizMariner · Certified Financial Planner
- Bradley S. RustikD.A. Davidson & Co. · Certified Financial Planner
- Luis A. SalinasApella Wealth · Certified Financial Planner, Chartered Financial Consultant
- Sunil N. SanghviEdward Jones · Certified Financial Planner
- Nicoletta J. SchaffCommonwealth Financial Network · Certified Financial Planner
- Jennifer R. SchuesslerGallagher Fiduciary Advisors, LLC · Certified Financial Planner
- Kathryn J. ScibaUBS Financial Services Inc. · Certified Financial Planner
- Trevor S. SeamonsHightower Advisors, LLC · Certified Financial Planner
- Amy H. SecorMariner · Certified Financial Planner
- Olivia K. SellEvergreen Capital Management LLC · Certified Financial Planner
- Carin D. SevignyConsilio Wealth Advisors, LLC · Certified Financial Planner
- Anna K. ShawColdstream Wealth Management · Certified Financial Planner
- Benjamin S. ShivelyThreadline Wealth · Certified Financial Planner
- Michelle C. ShookFocus Partners Wealth, LLC · Certified Financial Planner
- Anthony J. SibleyCreative Planning · Certified Financial Planner
- Mark D. SilversteinSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Christopher L. SittnerThreadline Wealth · Certified Financial Planner
- Ryan M. SmigielskiSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Frances SmithMercer Global Advisors Inc. · Certified Financial Planner
- Aaron M. SpencerFocus Partners Wealth, LLC · Certified Financial Planner
- Bryan L. SpignerCommonwealth Financial Network · Certified Financial Planner
- Megan SpurgeonPathstone · Certified Financial Planner
- Chad E. StalderWells Fargo Clearing Services, LLC · Certified Financial Planner
- Brandon L. SteeleMainsail Financial Group · Certified Financial Planner
- Matthew M. StevensSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Colby C. StirratColdstream Wealth Management · Certified Financial Planner
- Tiffany C. StonerAvier Wealth Advisors · Certified Financial Planner
- Donald E. StoutEdward Jones · Certified Financial Planner
- Jordan StoverFortis Capital Management LLC · Certified Financial Planner
- Aaren N. StrandAvier Wealth Advisors · Certified Financial Planner
- Joseph J. SunwooAlliancebernstein L.P. · Certified Financial Planner
- Jason L. TafoyaWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Kosuke TakahashiWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Nicholas A. TarrFocus Partners Wealth, LLC · Certified Financial Planner
- Jeremy T. TaylorRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kyle J. TempleOsaic Wealth, Inc. · Certified Financial Planner
- Nathan E. TeppEq Wealth Management · Certified Financial Planner
- Samantha V. TorresAvier Wealth Advisors · Certified Financial Planner
- Bradley C. Van VechtenPrivate Wealth Management Solutions, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kaitlenn E. VercioEvergreen Capital Management LLC · Certified Financial Planner
- Larissa T. VidalColdstream Wealth Management · Certified Financial Planner
- Daniels P. VoyteshonockColdstream Wealth Management · Certified Financial Planner
- Davis M. WalkerAuxano Advisors · Certified Financial Planner
- Cole A. WaltonPathstone · Certified Financial Planner
- Darrell M. WarnerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kevin G. WarrenWells Fargo Clearing Services, LLC · Certified Financial Planner
- David K. WeltyAvier Wealth Advisors · Certified Financial Planner
- Benjamin WicksHightower Advisors, LLC · Certified Financial Planner
- Matthew B. WigrenConcurrent Investment Advisors, LLC · Certified Financial Planner
- Duncan J. WilkMercer Global Advisors Inc. · Certified Financial Planner
- Brett T. WilliamsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Dylan S. WilliamsLido · Certified Financial Planner
- Graham P. WilliamsOptimist Retirement Group, LLC · Certified Financial Planner
- Madison WilliamsAvier Wealth Advisors · Certified Financial Planner
- Peter I. WilsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Joseph B. WinklerCorient · Certified Financial Planner
- Tammy L. WinterfeldRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Reid H. WolchOppenheimer & Co. Inc. · Certified Financial Planner
- Stephen M. WormeliRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- John L. Wright Jr.Marsjewett Financial Group · Certified Financial Planner
- S J. YeyniWealth-Builders, Inc. · Certified Financial Planner
- Chun Mei ZhuLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Bellevue
Coldstream Wealth Management 19Schwab Wealth Advisory, Inc. 12Wells Fargo Clearing Services, LLC 12LPL Financial LLC 11Avier Wealth Advisors 9Focus Partners Wealth, LLC 9Mariner 8Pathstone 8Raymond James Financial Services Advisors, Inc. 7Evergreen Capital Management LLC 6Strategic Advisers LLC 6Threadline Wealth 6Auxano Advisors 5Commonwealth Financial Network 5Edward Jones 5
CFP advisors in other Washington cities
All of Washington →Seattle 331Vancouver 83Spokane 69Tacoma 48Bellingham 35Kirkland 35Gig Harbor 28Mercer Island 27Kennewick 23Olympia 21Bothell 17Redmond 17Lynnwood 16Edmonds 15Federal Way 14Camas 11Everett 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9Wenatchee 9
Questions
How many CFP financial advisors are in Bellevue, WA?
247 SEC-registered investment adviser representatives at firm offices in Bellevue, Washington list the CFP designation; Coldstream Wealth Management employs the most of them (19).
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 Bellevue?
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.