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Home : Business : Financial Services : Financial Planning : Certified Financial Planners
Certified Financial Planners
Contains listings of planners who are Certified Financial Planner (CFP) licensees. This designation is issued by the Certified Financial Planner Board of Standards, Inc. Individuals must pass an exam devised by the CFP Board and continue to meet its practice standards reequirements.
Sites in Certified Financial Planners
David T Martula, CFP
Hadley, Massachusetts firm offers fee-only financial planning services.
David Twenhafel, CFP
Rockville, MD firm offers financial planning to people in the process of divorce.
Steve Morris, CFP
Offers financial planning resources for the small business owner and individual investor.
CFP Board of Standards
Offers the latest information on financial planning both to the public and pratitioners.
Alexandria Financial Associates, Ltd.
SEC-registered firm provides fee-only financial planning.
Wealth Management Advisors Inc.
Financial planners and advisors located in Overland Park, KS.
Budros & Ruhlin, Inc.
Provides financial planning and investment management services on a fee-only basis.
Frost Financial
Provides advice in the areas of investment, estate, insurance and tax planning.
The Jentner Financial Group
Certified personal wealth managers.
Compass Advisors LLC
A fee-only financial planning firm in Atlanta, Georgia.
Financial Planners Standards Council
The Canadian regulatory organization awarding the Certified Financial Planner designation.
Brady & Associates Financial Services
Provides personal financial planning services in Australia.
The Rawls Company
Provides business succession planning services to capital intensive, family businesses.
Douglas F. Hudson, CFP
Offers Canadians information in the areas of retirement, estate, tax and investment planning.
George H. Coughlin II, CFP
Provides financial and IRA planning services.
Reid Tax Company
CFP assists with tax problems, estate planning and trusts.
Yeske and Company
Offers articles, market updates, discussion areas, and financial planning services.
Multop and Associates
Provides tax and financial planning services.
Wheeler Wealth Management, Inc.
Financial planning and investment advisory firm offering retirement and tax planning.
Karen A. Ibach, CFP
Provides retirement planning, college funding, and financial planning services.
National Association of Personal Financial Advisors (NAPFA)
Group for fee-only planners to enhance their own skills, market their services and be a part of a collective, influential voice on matters that affect them and their clients. History, bylaws, officers, awards and achievements, and contact information.
RBM Financial Ltd.
CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands.
Global Financial Advisors, Inc.
A fee-only financial planning and investment advisory firm.
Northstar Financial Planning, Inc.
CFP provides fee-only financial planning services.
Capitol Financial Group, Inc.
Provides financial planning services and investment products.
Equitable Divorce Solutions, Inc.
Provides financial planning for clients experiencing the dissolution of their marriage.
Stephen R. Hample, CFP
Offers advice in the areas of estate and retirement planning, and planned giving.
Robert Wacker and Associates
Fee-only financial planning firm located in San Luis Obispo, California.
Benefit Planning Services
Fee-only investment management, financial planning and charitable consulting.
Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P.
Focusing on the investing needs of retirees and soon-to-be retirees.
Financial Planning Association
Organization comprised solely of CFP licensees.
Columbus Financial Group
Financial planning and registered investment advisory services.
Security Financial Services
Offers a full range of financial planning services.
W. David Coffman, CPA, CFP
Offers financial planning and consultation services.
Kooman and Associates, Inc.
Assists investors in a full-range of financial and estate services.
Larry Cogdell, CFP
Provides financial planning, investment products and free tools and information.
Lassus Wherley and Associates, P.C.
Provides fee-only financial planning, investment management and tax preparation.
JCS Financial Planning Services
Investment advisory firm providing portfolio management and financial planning.
Henrietta Humphreys Group
Fee-only CFPs provide financial planning and investment advice to individuals and families.
Nigel Taylor, CFP
Provides domestic and international financial, retirement and estate planning.
Financial Prep
Provides an exam prep for those taking the Level I, II, or III CFA exams.
Pinnacle Financial Services
Provides financial planning products and services and wealth accumulation strategies.
Jahn Investment Advisors
Specializing in the financial concerns of women.
Carol Gosho, CFP
Providing portfolio management and financial planning services.
Lifetime Financial Planning
Provides fee-only financial planning and investment advice for middle-income clients.
Capital Strategies Inc.
Offers financial planning to individuals, corporations and institutions.
Duncan H. Cooper, CFP
Offers estate, retirement, tax and investment planning throughout New England.
The Financial Advisors Group
Provides fee-only financial planning services and educational articles.
Parlan Financial Corp.
Provides fee-only financial planning, investment management and corporate seminars.
Total Asset Planning
Provides investment advisory and tax and estate planning services.
Falcon Financial Management, Inc.
Provides financial planning, management, and investment services.
Joan Siegel, CFP
Provides financial planning, tax preparation services and educational resources.
Ronald B. Wiser & Associates
Providing financial planning for individuals, businesses and organizations.
Lexington Financial Management
Fee only financial planning firm based in Lexington, Massachusetts.
PartnersInWealth
Provides financial planning and investment services.
Thorne Asset Management, Inc.
Provides comprehensive financial planning and investment management services.
Armstrong Financial Strategies
Provides financial planning, divorce planning and asset management.
Camarda Financial Advisors
Fee-only financial planners offers investment advice and articles.
Kiely Capital Management, Inc.
Provides fee-only financial planning, specializing in retirement planning.
Thomas J. Hahn, CFP
Provides investment and retirement planning services.
Hershberger Financial Services
Offers comprehensive financial planning and investment services.
Miceli Financial Planning
Offering comprehensive financial planning and investment management services.
Beck Financial Strategies, Inc.
Fee-based CFP firm provides life planning and financial planning services.
Owens Financial
CFP provides portfolio management and financial planning services.
Stephen J. Golembiowski, CFP, CLU, ChFC
Provides financial services to individuals and businesses.
Spinnaker Financial Advisors, PLLC
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
Ames Financial Services
Provides insurance services, investment and retirement planning, and college funding.
Modular Financial Solutions Inc.
Certified financial planner is a fee-only financial planning firm.
John D. Caffrey, Jr. CFP
Investment advisory firm providing portfolio management and financial planning services.
Bob Stowe, CFP
Financial advisor providing portfolio management and financial planning services.
John M. Scherer, CFP
Comprehensive financial planning and advisory firm.
Premier Capital Advisors, Inc.
CFP providing investment advice and financial planning services.
Pollock Planning Associates, Inc.
Providing investment, tax planning, retirement planning, and estate planning services.
Financial Planning Group Inc.
Advisory firm providing portfolio management and financial planning services.
James R Johnson, CFP
Features portfolio management and financial planning services.
Roberts & Fails, P.C.
Offering financial planning and tax advisory services to individuals, families and businesses.
The Garrett Planning Network, Inc.
Provides fee-only financial planning and advice.
Charis Financial
Fee-based financial planning for Christian families, businesses and ministries.
Folk Financial Planning
Offers comprehensive, holistic financial planning to clients on a fee-only basis.
Herr Capital Management
Certified Financial Planner and CPA offering estate and tax planning.
Paul Knoblich: Certified Financial Planner
Retirement accumulation and distribution specialist.
Personal Financial Solutions, Inc.
Offeringing portfolio management, investment advice and financial planning.
Raymond D. Mignone, CFP
Provides investment advice, portfolio management and college planning.
George Papadopoulos, CPA/PFS, CFP
Provides portfolio management and fee-only financial planning services.
Blattel & Associates
Offers investment and retirement planning services.
Sage Advisory Group, LLC
Offers financial and investment advice to individuals and families on a fee-only basis.
ACS Financial Advisors
Fee-only financial and wealth management firm.
Altius Financial Advisors, L.L.C.
Fee-only financial planning and investment advisory firm.
Peterson Planning
Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
G. Eric Faddis, CFP
Provides financial advice to professionals, small business owners, retirees and individuals.
Ross L. Marino CFP
Providing portfolio and wealth management services.
Alden Capital Management
Provides retirement and estate planning, as well as investment advisory services.
Cambridge Financial Group
Fee-only tax planning and preparation, estate planning, insurance and investments.
Clarity Financial Group
Services includes estate preservation, college planning and retirement planning.
Focus Financial Network, Inc.
Providing investment and financial advice, and portfolio management.
On Your Side, Inc.
Provides retirement planning strategies, cash flow spending plans, and college funding advice.
Integrated Financial Strategies
Offers investments, divorce planning, wealth management, and retirement planning.
BG Financial
Specializes in providing fee-only financial planning and investment advice.
Norman Financial Planning, Inc.
Fee-only serives include tax and retirement planning, college funding, and estate planning.
Professional Financial Strategies, Inc.
Providing fee-only wealth management services.
Asset Planning Corporation
Offers investment, retirement and financial management to individuals, families, and corporations.
Abuls, Bone & Eller
Offering investment management and financial and retirement planning services.
Galecki Financial Management, Inc.
Fee only investment advisor firm providing asset management services to high net worth clientele.
The Sudden Money Center
Helps recipients of financial windfalls with their new financial position.
Joel Isaacson & Co
New York CPA and CFP assisting with personal estate, investment, and financial planning.
David Dagley, CFP
Windsor, Ontario. Specializing in comprehensive written financial plans.
Tyler & Associates
Offers fee-only asset management and investment advising, tax preparation and estate planning.
Tucker Financial Services Inc.
Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
Stiles Financial Services, Inc.
Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
Starks Financial Group Inc.
Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
Financial Advisory Service, Inc.
Offering financial planning, estate planning, investment management and individual consulting services.
Montecito Capital Management, LLC
Specializing in financial planning, retirement services, investment management and portfolio management.
Barrios Financial Services
Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
Richmond Financial Associates, Inc.
Focusing on investments, insurance, and money management.
Pacific Wealth Management, LLC
Provides financial planning, divorce planning and asset management services.
Kring Financial Management, Inc.
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
Cooper Management Service, Inc.
Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
Buff Capital Management
Providing financial planning and asset management services. Features articles and links to financial resources and services.
Anthony Harding & Partners Limited
Specialising in investment planning and asset management services for private clients.
Mackensen & Company, Inc.
Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
Jonathan Smith & Co.
Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quaterly market commentaries.
Hatch & Muir
Provides advice and solutions in the areas of financial, retirement and estate planning. Specializes in severance and early retirement situations. Features investments and retirement savings calculators.
Branson, Fowlkes & Company, Inc.
Offers financial planning services, retirement plans, estate planning, and investment management. Provides quaterly investment reviews, research data and industry news.
Australian Financial Services Limited
Combines financial and estate planning services, insurance Retirement planning.
Desert Valley Financial Planning, LLC
Provides fee-only financial planning and life planning. Includes hourly, project-based, and retainer services. Links to related Web resources.
Toal & Associates, LLC
Offers financial planning and investment management services. Features links to educational resources.
Leonard Wealth Management, Inc.
Providing fee only financial and estate planning, investment management services. Features company information and an archive of publications.
Investors Group Financial Services Inc.
Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.
Claymore Financial Group
Features product and service overview, mailing list and financial links.
Global Partners Securities, Inc.
Offers portfolio and asset management, equity trading, research and market analysis.
Tassel Capital Management, Inc.
Provides fee-only investment, financial and stewardship guidance including asset management services.
FS Financial Strategies
Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
Zionsville Financial Planning, Inc.
Provides financial planning services for individuals and small business. Features fee schedule and contact details.
The Main Street Group, Ltd
Offers full range of financial planning products and services.
Armstrong MacIntyre & Severns, Inc.
Offers financial planning, portfolio management and retirement planning services.
R. Douglas Pauley, MBA, CFP
Provides fee-only financial planning and investment advisory services.
Broussard Financial Group
Provides education for financial, investment and retirement planning.
Kean Songy, CFP
Financial project management and financial planning consultant located in Dallas, TX.
FPAnet.org
The FPA has compiled the information in this referral directory from materials submitted by its members and cannot guarantee its accuracy, reliability or completeness.
Independence Financial Planners
Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
CanWealth Financial Services
Specializing in retirement, estate and corporate planning. Company information, staff profiles.
Amy L. Whitlatch
Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
Financially Speaking, Inc.
Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.
Independent Focus
Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
J. Paul Wilson
Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
Objective Financial Advisors, Inc.
Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
Contour Financial Planning, LLC
Provides hourly financial planning services and investment advice. Contains company information, and articles of financial education.
D. Scott Neal, Inc.
Offering financial planning and investment advisory services, including insurance planning, risk management, budgeting, income tax and college planning, education funds, debt and money management.
LPL Financial Services
Financial planner offers financial advice to individuals and small businesses.
Planmark Financial Services
Advisor provides financial planning, plan administration, and investment management.
Game Plan Advisors, Inc.
A certified financial planner and a registered investment advisor. Providing fee-based counseling in the areas of comprehensive financial planning and asset management.
Zaid B. Mohammed
An independent financial planner offering investment management, insurance, taxation, and mortgages. Located in Winnipeg, Canada.
Spraker, Fitzgerald, Tamayo and Moisand, LLC
Providing financial, estate and retirement planning and investment advisory services on a fee-only basis. description of services, links to financial resources.
Foster Group, Inc.
Financial planning and investment advisory firm. Principals profiles, fee description.
Blankenship Financial Planning, Ltd.
Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
Charles Geraci
Specializes in personal financial, tax and estate planning and consulting.
Fazio and Associates
Fee-based managed accounts, retirement planning, and educational and fund strategies. |
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