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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Phoenix, AZ

Every SEC-registered financial advisor at a firm office in Phoenix who lists the Chartered Financial Consultant designation, A to Z.

52 ChFC holders work in Phoenix; the most are at Schwab Wealth Advisory, Inc. (5). 37 are also registered broker representatives.

ChFC advisors in Phoenix, A to Z

Every advisor in Phoenix →
  • Norman L. AndersonKingswood Wealth Advisors, LLC · Chartered Financial Consultant
  • Mary B. BaronAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Blake L. BottleWisdom Wealth Investment Advisors LLC · Chartered Financial Consultant
  • Paul R. BurnsLPL Financial LLC · Chartered Financial Consultant
  • Stephen A. CallahanBrookwood Investment Group · Chartered Financial Consultant
  • Charles G. CarterCommonwealth Financial Network · Chartered Financial Consultant
  • Kevin T. ClarkReliant Investment Management · Chartered Financial Consultant
  • Rebecca L. ClarkCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Milton H. Cohn Jr.M Holdings Securities, Inc. · Chartered Financial Consultant
  • Siobhan C. CollinsWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Barry A. CookEagle Strategies LLC · Chartered Financial Consultant
  • Curtis D. DavisPfg Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Seth DhaenensPrincipal Securities, Inc. · Chartered Financial Consultant
  • Michael K. FensterFoundations Investment Advisors LLC · Chartered Financial Consultant
  • Andrea FloresSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Brent A. FooksUnited Planners' Financial Services Of America A Limited Partner · Chartered Financial Consultant
  • Patrick A. FunkeCommonwealth Financial Network · Chartered Financial Consultant
  • Jesse M. Galindo Jr.Brookwood Investment Group · Chartered Financial Consultant
  • Jerry P. HurtMutual Of Omaha Investor Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Zachary Y. JonesBrookwood Investment Group · Certified Financial Planner, Chartered Financial Consultant
  • Emmanuil M. KandinovCetera Investment Advisers LLC · Chartered Financial Consultant
  • George KaoReach One Teach One Financial · Certified Financial Planner, Chartered Financial Consultant
  • Adam R. KaseState Farm Investment Management Corp. · Chartered Financial Consultant
  • Timothy A. KiesowUsaa Investment Services Company · Certified Financial Planner, Chartered Financial Consultant
  • Andrew C. KinderFoundations Investment Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
  • John H. KroegerPersonal Benefits Planning LLC · Certified Financial Planner, Chartered Financial Consultant
  • Mark LewisSunlight Peaks Financial Partners, LLC · Chartered Financial Consultant
  • Clarence G. Modjeski Jr.Northwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Joey M. OrdwayEdward Jones · Chartered Financial Consultant
  • Elizabeth M. PavinOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Kirby R. PedersonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Duvel A. PierreState Farm Investment Management Corp. · Chartered Financial Consultant
  • Brian T. PoeTfo Family Office Partners · Certified Financial Planner, Chartered Financial Consultant
  • Toby J. PrestegaardEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Guillermo A. RosesCharles Schwab & Co., Inc. · Chartered Financial Consultant
  • Teressa A. RyderLPL Enterprise, LLC · Chartered Financial Consultant
  • Anne R. SailerSchwab Wealth Advisory, Inc. · Chartered Financial Consultant
  • Maria L. SamuelState Farm Investment Management Corp. · Chartered Financial Consultant
  • Michael A. SandovalMutual Of Omaha Investor Services, Inc. · Chartered Financial Consultant
  • Raymond C. SchenkSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Donovan SeguritanSchwab Wealth Advisory, Inc. · Chartered Financial Consultant
  • Rajer A. ShahNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Martin A. ShapiroBrookwood Investment Group · Certified Financial Planner, Chartered Financial Consultant
  • Travis M. SheldonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Devin R. SothanState Farm Investment Management Corp. · Chartered Financial Consultant
  • Sarah R. SpillerSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Seth ThompsonForward Financial Planning LLC · Certified Financial Planner, Chartered Financial Consultant
  • Stacia WeinsteinEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Derek W. WelchKestra Advisory Services, LLC · Chartered Financial Consultant
  • Daphine WillinghamState Farm Investment Management Corp. · Chartered Financial Consultant
  • Brandon M. WilsonFoundations Investment Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
  • Stacey M. WismanMML Investors Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Phoenix

Schwab Wealth Advisory, Inc. 5State Farm Investment Management Corp. 5Brookwood Investment Group 4Charles Schwab & Co., Inc. 3Edward Jones 3Foundations Investment Advisors LLC 3Commonwealth Financial Network 2LPL Financial LLC 2MML Investors Services, LLC 2Mutual Of Omaha Investor Services, Inc. 2Northwestern Mutual Investment Services, LLC 2Ameriprise Financial Services, LLC 1Brookstone Wealth Advisors, LLC 1Cetera Investment Advisers LLC 1Eagle Strategies LLC 1

ChFC advisors in other Arizona cities

All of Arizona →

Scottsdale 82Tucson 32Tempe 13Chandler 12Peoria 10Gilbert 6Glendale 6Surprise 6Prescott 5Mesa 4Oro Valley 4Flagstaff 3Fountain Hills 3

Questions

How many ChFC financial advisors are in Phoenix, AZ?

52 SEC-registered investment adviser representatives at firm offices in Phoenix, Arizona list the ChFC designation; Schwab Wealth Advisory, Inc. employs the most of them (5).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC in Phoenix?

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 ChFC 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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.