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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Westwood, NJ

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

4 ChFC holders work in Westwood; the most are at Modera Wealth Management, LLC (4). 0 are also registered broker representatives.

ChFC advisors in Westwood, A to Z

Every advisor in Westwood →
  • William E. HouckModera Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Adam J. LeoneModera Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Thomas A. OrecchioModera Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Leslie A. YoungModera Wealth Management, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Westwood

Modera Wealth Management, LLC 4

ChFC advisors in other New Jersey cities

All of New Jersey →

Morristown 34Summit 25Parsippany 22Paramus 15Red Bank 14Marlton 13Saddle Brook 9Fairfield 8Mount Laurel 8Cherry Hill 7Edison 7Wall Township 7Jersey City 6Moorestown 6Wall 6Bedminster 5Fair Lawn 5Holmdel 5Lincroft 5Livingston 5Medford 5Montclair 5Princeton 5Voorhees 5

Questions

How many ChFC financial advisors are in Westwood, NJ?

4 SEC-registered investment adviser representatives at firm offices in Westwood, New Jersey list the ChFC designation; Modera Wealth Management, LLC employs the most of them (4).

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 Westwood?

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.