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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Kirkland, WA

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

35 CFP professionals work in Kirkland; the most are at Focus Partners Wealth, LLC (5). 15 are also registered broker representatives.

CFP advisors in Kirkland, A to Z

Every advisor in Kirkland →
  • Ezra J. AltarasRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Vernon J. ApplegateEdward Jones · Certified Financial Planner
  • Mustafa H. BinnsEp Wealth Advisors · Certified Financial Planner
  • Chad B. BushonSpg Advisors LLC · Certified Financial Planner
  • Frank J. BusichioOsaic Wealth, Inc. · Certified Financial Planner
  • Gregory P. CamperosFocus Partners Wealth, LLC · Certified Financial Planner
  • Katherine A. CookAbacus Financial Planning · Certified Financial Planner
  • Justin C. DimeFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Hilary J. DohertyRBC Capital Markets, LLC · Certified Financial Planner
  • Ryan T. FlemingOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Brian D. GawthropFive Cedars · Certified Financial Planner
  • Kyle J. GionetFocus Partners Wealth, LLC · Certified Financial Planner
  • Nemanja GrujicicNorth Pine Strategic Wealth · Certified Financial Planner, Chartered Financial Analyst
  • Barrett J. HenryRaymond James & Associates, Inc. · Certified Financial Planner
  • Franklin M. HsuNomad Capital Group, LLC · Certified Financial Planner
  • Keanan JacobsonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Kurt D. JonsonOsaic Wealth, Inc. · Certified Financial Planner
  • Laurie L. KleinKaizen Financial Advisors, LLC · Certified Financial Planner
  • Viyana KwakMorgan Stanley · Certified Financial Planner
  • Tyler H. LivelySpg Advisors LLC · Certified Financial Planner
  • Joseph M. MaasSpg Advisors LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Kelly J. McLaughlinT. Rowe Price Associates, Inc. · Certified Financial Planner
  • Trenton K. MortonRaymond James & Associates, Inc. · Certified Financial Planner
  • Thomas C. MyersFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Ronald C. Peck IIFearless Wealth · Certified Financial Planner
  • Jason D. PretiUnleashed Financial LLC · Certified Financial Planner
  • Dwayne E. ReinikeValiant Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John RialMorgan Stanley · Certified Financial Planner
  • John W. RobertsonGreystone Financial & Estate Services, Inc. · Certified Financial Planner
  • Evan T. SchmidtSchmidt Financial Management · Certified Financial Planner
  • Jon C. SnareFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Robin P. TanLPL Financial LLC · Certified Financial Planner
  • Todd J. VaughtEp Wealth Advisors · Certified Financial Planner
  • April M. WilsonOsaic Wealth, Inc. · Certified Financial Planner
  • Loren P. WinterEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Kirkland

Focus Partners Wealth, LLC 5Osaic Wealth, Inc. 4Edward Jones 3Spg Advisors LLC 3Ep Wealth Advisors 2Morgan Stanley 2Raymond James & Associates, Inc. 2Abacus Financial Planning 1Fearless Wealth 1Five Cedars 1Greystone Financial & Estate Services, Inc. 1Kaizen Financial Advisors, LLC 1LPL Financial LLC 1Nomad Capital Group, LLC 1North Pine Strategic Wealth 1

CFP advisors in other Washington cities

All of Washington →

Seattle 331Bellevue 247Vancouver 83Spokane 69Tacoma 48Bellingham 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 Kirkland, WA?

35 SEC-registered investment adviser representatives at firm offices in Kirkland, Washington list the CFP designation; Focus Partners Wealth, LLC 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 Kirkland?

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.