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Designations / CFP® professionals

CFP® professionals in Florida

CERTIFIED FINANCIAL PLANNER™ professionals complete coursework, a comprehensive exam, experience requirements, and ongoing education, and commit to acting as fiduciaries when giving financial advice.

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3,871 advisors

RBC Capital Markets
47yrs
Gordon Richard Nearing
Financial advisor
789 SW Federal HWY STE 102
Stuart, FL 34994
Top advisor for experience in Stuart
CFP®Top advisor for experience in StuartFiduciary
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Csenge Advisory Group
47yrs
John Louis Csenge Jr
Financial advisor
4755 East Bay Drive
Clearwater, FL 33764
Top advisor for experience in Clearwater
CFP®Top advisor for experience in ClearwaterFiduciary
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Edward Jones
46yrs
Shane K Nelson
Financial advisor
1490 North Wilson Avenue
Bartow, FL 33830
Top advisor for experience in Bartow
CFP®Top advisor for experience in BartowFiduciary
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Wells Fargo Advisors
46yrs
Laurence Philip Rogers
Financial advisor
1675 N Military Trail STE 500
Boca Raton, FL 33486
Top 1% for experience in Florida
CFP®Fiduciary
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LPL Financial
46yrs
Michael Ralph Lawrence
Financial advisor
One SAN Jose Place #18
Jacksonville, FL 32257
Top 1% for experience in Jacksonville
CFP®ChFCFiduciary
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Wells Fargo Advisors
46yrs
Linda Lampman
Financial advisor
1200 W Granada Blvd Unit 6b
Ormond Beach, FL 32174
Top advisor for experience in Ormond Beach
CFP®Top advisor for experience in Ormond BeachFiduciary
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Wells Fargo Advisors
46yrs
Robert Frank Cafaro
Financial advisor
19950 W Country Club DR 9th FL
Aventura, FL 33180
Top 1% for experience in Florida
CFP®Fiduciary
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Coquina Private Wealth Advisors
46yrs
Joseph Percival Williams Jr
Financial advisor
18501 Murdock Circle, Suite 201
Port Charlotte, FL 33948
Top advisor for experience in Port Charlotte
CFP®ChFCTop advisor for experience in Port Charlotte
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Mutual Trust Asset Mgmt.
46yrs
Jed E Bandes
Financial advisor
2701 N. Rocky Point Drive Suite 1000
Tampa, FL 33607
Top 1% for experience in Tampa
CFP®ChFCFee-only firm
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J. W. Cole Advisors
46yrs
Karen Paige Shute
Financial advisor
4301 Anchor Plaza Parkway Suite 450
Tampa, FL 33634
Top 1% for experience in Tampa
CFP®ChFCFiduciary
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Noesis Capital Management
46yrs
Nicolaas Bernardus Maria Letschert
Financial advisor
Fountain Square, 2700 North Military Trail Suite 210
Boca Raton, FL 33431
Top advisor for experience at Noesis Capital Management
CFP®Top advisor for experience at Noesis Capital ManagementFee-only firm
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UBS Financial Services
45yrs
Robert J Long
Financial advisor
Naples, FL
Top 1% for experience in Florida
CFP®Fiduciary
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Janney Montgomery Scott
45yrs
Thomas Anthony Arvanites
Financial advisor
3001 PGA Boulevard Suite 200
Palm Beach Gardens, FL 33410
Top 1% for experience in Palm Beach Gardens
CFP®
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Nautilus Wealth Advisors
45yrs
Shannon Truse Pitner
Financial advisor
410 N. Miramar Avenue
Indialantic, FL 32903
Top advisor for experience in Indialantic
CFP®Top advisor for experience in IndialanticFee-only firm
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Raymond James & Associates
45yrs
Margaret Chow Starner
Financial advisor
2333 Ponce DE Leon Blvd. Suite 500
Coral Gables, FL 33134
Top 1% for experience in Coral Gables
CFP®Fiduciary
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Index Portfolio Advisors
45yrs
John Joseph Lovett
Financial advisor
759 SW Federal Highway Suite 315
Stuart, FL 34994
Top 1% for experience in Florida
CFP®ChFCFee-only firm
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Osaic Wealth
45yrs
John Andrew Romano
Financial advisor
3261 US Highway 441 Building D2
Fruitland Park, FL 34731
Top advisor for experience in Fruitland Park
CFP®Top advisor for experience in Fruitland ParkFiduciary
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Osaic Wealth
45yrs
George Frank Cerwin III
Financial advisor
2764 Sunset Point Road Suite 600
Clearwater, FL 33759
Top 1% for experience in Clearwater
CFP®Fee-only firm
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Morgan Stanley
45yrs
James P Lillie
Financial advisor
Fort Myers, FL
Top 1% for experience in Fort Myers
CFP®Fiduciary
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Ameriprise Financial Services
45yrs
Syndie Tina Levien
Financial advisor
3801 PGA Blvd STE 500
Palm Beach Gardens, FL 33410
Top 1% for experience in Palm Beach Gardens
CFP®Fee-only firm
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Morgan Stanley
44yrs
Gregory John Burie
Financial advisor
595 South Federal Highway Suite 400
Boca Raton, FL 33432
Top 1% for experience in Florida
CFP®
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Wells Fargo Advisors
44yrs
Nancy S Green
Financial advisor
396 Alhambra CIR 8th FL
Coral Gables, FL 33134
Top 1% for experience in Coral Gables
CFP®
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Royal Fund Management
44yrs
Robin Michael Slaughter
Financial advisor
1515 Buenos Aires Blvd
Lady Lake, FL 32159
Top 1% for experience in Florida
CFP®Fee-only firm
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Raymond James Financial Services Advisors
44yrs
Cary Robert Kleinfield
Financial advisor
9726 Commerce Center Court Suite 2
Fort Myers, FL 33908
Top 1% for experience in Florida
CFP®Fiduciary
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