Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Issaquah, WA
Every SEC-registered financial advisor at a firm office in Issaquah who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Issaquah; the most are at &Partners (2). 8 are also registered broker representatives.
CFP advisors in Issaquah, A to Z
Every advisor in Issaquah →- Stuart ArdissonoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- David B. BleiweissEdward Jones · Certified Financial Planner
- Marta CappaWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Amy J. GoanPrism Financial Planning, LLC · Certified Financial Planner
- Yvonne D. HallRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Brady Jowell&Partners · Certified Financial Planner
- Robert E. KeilinSignal Financial Planning, LLC · Certified Financial Planner
- Hyon Y. Kim&Partners · Certified Financial Planner
- Olena OstrovskiyStrategic Advisers LLC · Certified Financial Planner
- Amber TraderEdward Jones · Certified Financial Planner
- Robert G. WrightWright Wealth Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Issaquah
&Partners 2Edward Jones 2Raymond James Financial Services Advisors, Inc. 2Prism Financial Planning, LLC 1Signal Financial Planning, LLC 1Strategic Advisers LLC 1Wells Fargo Advisors Financial Network, LLC 1Wright Wealth Management, LLC 1
CFP advisors in other Washington cities
All of Washington →Seattle 331Bellevue 247Vancouver 83Spokane 69Tacoma 48Bellingham 35Kirkland 35Gig Harbor 28Mercer Island 27Kennewick 23Olympia 21Bothell 17Redmond 17Lynnwood 16Edmonds 15Federal Way 14Camas 11Everett 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9Wenatchee 9
Questions
How many CFP financial advisors are in Issaquah, WA?
11 SEC-registered investment adviser representatives at firm offices in Issaquah, Washington list the CFP designation; &Partners employs the most of them (2).
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 Issaquah?
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.