Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in North Bend, WA
Every SEC-registered financial advisor at a firm office in North Bend who lists the Certified Financial Planner designation, A to Z.
The short answer
2 CFP professionals work in North Bend; the most are at Avier Wealth Advisors (1). 0 are also registered broker representatives.
CFP advisors in North Bend, A to Z
Every advisor in North Bend →- Anita L. GrayPromenade Wealth · Certified Financial Planner
- Aaren N. StrandAvier Wealth Advisors · Certified Financial Planner
Firms with the most CFP professionals in North Bend
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 11Issaquah 11Sammamish 11Yakima 11Puyallup 10Richland 10Silverdale 9
Questions
How many CFP financial advisors are in North Bend, WA?
2 SEC-registered investment adviser representatives at firm offices in North Bend, Washington list the CFP designation; Avier Wealth Advisors employs the most of them (1).
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 North Bend?
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.