Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Sammamish, WA
Every SEC-registered financial advisor at a firm office in Sammamish who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Sammamish; the most are at Olde Wealth Management, LLC (2). 3 are also registered broker representatives.
CFP advisors in Sammamish, A to Z
Every advisor in Sammamish →- Victoria M. BestRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Brian R. BlakemanOnward Financial Advising LLC · Certified Financial Planner
- Micah R. BrooksOlde Wealth Management, LLC · Certified Financial Planner
- Michael A. DestefanoEdward Jones · Certified Financial Planner
- Donald C. KaplanEquitable Advisors, LLC · Certified Financial Planner
- April D. KrihaTenere Financial · Certified Financial Planner
- Carlos J. LopezCreative Planning · Certified Financial Planner
- Denton J. OldeOlde Wealth Management, LLC · Certified Financial Planner
- Shawn SkogstadWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Glen A. ThiessenClear Creek Financial Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert E. Toomey Jr.Northwest Asset Management · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in Sammamish
Olde Wealth Management, LLC 2Clear Creek Financial Management, LLC 1Creative Planning 1Edward Jones 1Equitable Advisors, LLC 1Northwest Asset Management 1Onward Financial Advising LLC 1Robert W. Baird & Co. Incorporated 1Tenere Financial 1Wealth Enhancement Advisory Services, 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 11Issaquah 11Yakima 11Puyallup 10Richland 10Silverdale 9Wenatchee 9
Questions
How many CFP financial advisors are in Sammamish, WA?
11 SEC-registered investment adviser representatives at firm offices in Sammamish, Washington list the CFP designation; Olde Wealth Management, LLC 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 Sammamish?
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.