Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Vancouver, WA
Every SEC-registered financial advisor at a firm office in Vancouver who lists the Certified Financial Planner designation, A to Z.
83 CFP professionals work in Vancouver; the most are at Edward Jones (12). 45 are also registered broker representatives.
CFP advisors in Vancouver, A to Z
Every advisor in Vancouver →- Kailie M. AbascalMiddleton & Company · Certified Financial Planner
- Alexander Y. AliJohnson Bixby · Certified Financial Planner
- Taylor C. AndersonMiddleton & Company · Certified Financial Planner
- Kailee N. AparicioJohnson Bixby · Certified Financial Planner
- Michael R. BaltzellColumbia River Financial Group · Certified Financial Planner
- Laura C. BeardEdward Jones · Certified Financial Planner
- Mark A. BernazzaniMy Personal Cfo, LLC · Certified Financial Planner
- Jason P. BlanchardOsaic Wealth, Inc. · Certified Financial Planner
- Ian W. BorgstedtLPL Financial LLC · Certified Financial Planner
- Gordon S. BrazingtonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael R. BurgoyneLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher A. BurmeisterEdward Jones · Certified Financial Planner
- John C. CameronD.A. Davidson & Co. · Certified Financial Planner
- Linde E. CarrollMomentous Wealth Management, Inc. · Certified Financial Planner
- Aaron R. ClaridgeFirst Pacific Financial, Inc. · Certified Financial Planner
- Scott CornettD.A. Davidson & Co. · Certified Financial Planner
- Brooke F. CoutrakonMorgan Stanley · Certified Financial Planner
- Mark P. CurrierWipple Creek, LLC · Certified Financial Planner
- Susan J. DerenzoCetera Investment Advisers LLC · Certified Financial Planner
- Alex A. DiazHarlow Wealth Management, Inc. · Certified Financial Planner
- Jennifer P. EasleyFirst Pacific Financial, Inc. · Certified Financial Planner
- Matthew EbelingFort Vancouver Investment Management, LLC · Certified Financial Planner
- Fred R. ElledgeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jessica L. EllysonMariner · Certified Financial Planner
- Todd R. Engblom-StrykerFirst Pacific Financial, Inc. · Certified Financial Planner
- Ronald D. EntenmanCetera Investment Advisers LLC · Certified Financial Planner
- Daniel L. EricksonHarlow Wealth Management, Inc. · Certified Financial Planner
- Mark P. FarrellyCairn Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Matthew J. FaubionCompound Planning, Inc. · Certified Financial Planner
- Jill A. ForemanJames R. Martin Consulting, Inc. · Certified Financial Planner
- Jaron E. GardinerEp Wealth Advisors · Certified Financial Planner
- Rebecca M. GarrowFirst Pacific Financial, Inc. · Certified Financial Planner
- Jay D. GilbergNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- John B. Groh Sr.Baker Ellis Asset Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Kayla L. GundersonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Katherine M. HardinColumbia River Financial Group · Certified Financial Planner
- Emily HicksStrategic Advisers LLC · Certified Financial Planner
- Michael A. HillEdward Jones · Certified Financial Planner
- Harrison E. HinzFirst Pacific Financial, Inc. · Certified Financial Planner
- Joshua D. HollandsworthEdward Jones · Certified Financial Planner
- James C. HolstSloy, Dahl & Holst, LLC · Certified Financial Planner
- Heidi M. Johnson BixbyJohnson Bixby · Certified Financial Planner
- Griffin C. LakeEp Wealth Advisors · Certified Financial Planner
- Konner LessardLPL Financial LLC · Certified Financial Planner
- Jeffrey O. MansurLPL Financial LLC · Certified Financial Planner
- Mark S. MartelMartel Wealth Advisors, LLC · Certified Financial Planner
- Patrick J. MasonCairn Wealth Management · Certified Financial Planner
- John A. McEwanCwm, LLC · Certified Financial Planner
- Frances W. McKayEdward Jones · Certified Financial Planner
- Mark D. MillerEdward Jones · Certified Financial Planner
- Rebecca T. MorrisStrategic Advisers LLC · Certified Financial Planner
- Meredith L. MorseFirst Pacific Financial, Inc. · Certified Financial Planner
- Christopher M. NagleFisher Investments · Certified Financial Planner
- Craig B. NorthStrategic Advisers LLC · Certified Financial Planner
- Andrew A. NygardEdward Jones · Certified Financial Planner
- Jennifer L. OwensEdward Jones · Certified Financial Planner
- Thomas M. PearsonLPL Financial LLC · Certified Financial Planner
- Chad M. PetersonColumbia River Financial Group · Certified Financial Planner
- Robert D. PoolFort Vancouver Investment Management, LLC · Certified Financial Planner
- Matthew J. PulsipherAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Consultant
- Debbie A. RaineyAmeriprise Financial Services, LLC · Certified Financial Planner
- Zachary P. ReuterJohnson Bixby · Certified Financial Planner
- Amanda J. ReynoldsJohnson Bixby · Certified Financial Planner
- Zachary W. RichterLPL Financial LLC · Certified Financial Planner
- Brandon K. RoweCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- Steven L. SavageRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Christina R. SchwindLPL Financial LLC · Certified Financial Planner
- John P. ScolloCharles Schwab & Co., Inc. · Certified Financial Planner
- Andrea M. SilbernagelFort Vancouver Investment Management, LLC · Certified Financial Planner
- Haley R. StinsonEdelman Financial Engines · Certified Financial Planner
- David E. StuderAmeriprise Financial Services, LLC · Certified Financial Planner
- Cyndi ThompsonJohnson Bixby · Certified Financial Planner
- Jonathan M. ThomsonEdward Jones · Certified Financial Planner
- Bruce B. TrangMorgan Stanley · Certified Financial Planner
- Julienne M. ValoisFirst Pacific Financial, Inc. · Certified Financial Planner
- Matthew C. Van DykeEdward Jones · Certified Financial Planner
- Kenneth M. WachtendorfEdward Jones · Certified Financial Planner
- Isaac C. WaltersFirst Pacific Financial, Inc. · Certified Financial Planner
- Glenn S. WannerEquitable Advisors, LLC · Certified Financial Planner
- Alexander D. WhitehouseMutual Advisors, LLC · Certified Financial Planner
- Adam T. WishardFirst Pacific Financial, Inc. · Certified Financial Planner
- Alex J. WuAdvisor Share Wealth Management, LLC · Certified Financial Planner
- Benjamin J. YerkeCreative Planning · Certified Financial Planner
Firms with the most CFP professionals in Vancouver
Edward Jones 12First Pacific Financial, Inc. 9LPL Financial LLC 7Johnson Bixby 6Columbia River Financial Group 3Fort Vancouver Investment Management, LLC 3Strategic Advisers LLC 3Ameriprise Financial Services, LLC 2Cairn Wealth Management 2Cetera Investment Advisers LLC 2Charles Schwab & Co., Inc. 2D.A. Davidson & Co. 2Ep Wealth Advisors 2Harlow Wealth Management, Inc. 2Middleton & Company 2
CFP advisors in other Washington cities
All of Washington →Seattle 331Bellevue 247Spokane 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 Vancouver, WA?
83 SEC-registered investment adviser representatives at firm offices in Vancouver, Washington list the CFP designation; Edward Jones employs the most of them (12).
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 Vancouver?
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.