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Designations / CFP® professionals

CFP® professionals in New Mexico

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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126 advisors

Marshall Investment Management
43yrs
Ronald Cavill
Financial advisor
1155-B Commerce Court
Las Cruces, NM 88011
Top advisor by experience at Marshall Investment Management
CFP®
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Wells Fargo Advisors
43yrs
Brian Stokes
Financial advisor
Alto, NM
Top 1% by experience nationwide
CFP®Fiduciary
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Steve Lynch Wealth Management
40yrs
Stephen Lynch
Financial advisor
6605 Uptown Blvd. NE Suite 370
Albuquerque, NM 87110
Top 4% by experience in Albuquerque
CFP®
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Cetera Investment Advisers
40yrs
John Whiteknight
Financial advisor
Santa Fe, NM
Top 4% by experience in New Mexico
CFP®ChFCFiduciary
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Oppenheimer & Co.
40yrs
Drake Sacks
Financial advisor
Angel Fire, NM
Top 4% by experience nationwide
CFP®Fiduciary
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Cetera Investment Advisers
40yrs
Pavlos Panagopoulos
Financial advisor
511 W Reinken Ave
Belen, NM 87002
Top 4% by experience at Cetera Investment Advisers
CFP®Fiduciary
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PFG Advisors
40yrs
Brenda Ashworth
Financial advisor
2125 Wyoming Blvd, Suite 107
Albuquerque, NM 87112
Top 2% by experience at PFG Advisors
CFP®Fiduciary
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Cetera Investment Advisers
39yrs
Susan Cyberski
Financial advisor
Albuqeruque, NM
Top 5% by experience at Cetera Investment Advisers
CFP®
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The Wealth Consulting Group
39yrs
Edward Stone
Financial advisor
4600-B Montgomery Blvd. NE Suite 104
Albuquerque, NM 87109
Top 3% by experience at The Wealth Consulting Group
CFP®
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LPL Financial
38yrs
Stanley Chandler
Financial advisor
2900 Louisiana Blvd NE Suite K2
Albuquerque, NM 87110
Top 5% by experience nationwide
CFP®
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International Assets Investment Management
37yrs
Edward Schiavi
Financial advisor
5345 Wyoming Blvd NE Suite 200-C
Albuquerque, NM 87109
Top 7% by experience nationwide
CFP®Fiduciary
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Randall Financial
35yrs
Charles Randall
Financial advisor
Albuquerque, NM
Top 9% by experience in Albuquerque
CFP®Fiduciary
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Edward Jones
35yrs
Jeffrey Weeast
Financial advisor
510 N Guadalupe Suite L
Santa Fe, NM 87501
Top 2% by experience at Edward Jones
CFP®Fiduciary
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Sandia Wealth Management
34yrs
Peter Lehrman
Financial advisor
9201 Montgomery NE Suite 401
Albuquerque, NM 87111
Top 9% by experience in Albuquerque
CFACFP®Fiduciary
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Raymond James Financial Services Advisors
34yrs
Ronald Baker
Financial advisor
9798 Coors Boulevard NW Building D
Albuquerque, NM 87114
Top 10% by experience in Albuquerque
CFP®Fiduciary
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Ulrich Investment Consultants
34yrs
John Ulrich
Financial advisor
1805 Rio Grande Boulevard NW Suite 1
Albuquerque, NM 87104
Top advisor by experience at Ulrich Investment Consultants
CFP®Fiduciary
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Merrill
33yrs
Anna O'Connell
Financial advisor
2125 Louisiana Blvd
Albuquerque, NM 87110
Top 10% by experience at Merrill
CFP®Fiduciary
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Raymond James Financial Services Advisors
33yrs
Phillip Prevender
Financial advisor
8206 Louisiana Blvd NE Suite A
Albuquerque, NM 87113
Top 11% by experience in Albuquerque
CFP®Fiduciary
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LPL Financial
33yrs
Anthony Allbright
Financial advisor
8321 Palomas Ave NE Suite B
Albuquerque, NM 87109
Top 11% by experience in Albuquerque
CFP®ChFCFiduciary
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Cambridge Investment Research Advisors
33yrs
Charles Wagner
Financial advisor
2455 Missouri Ave Suite A
Las Cruces, NM 88001
Top 11% by experience in Las Cruces
CFP®
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LPL Financial
32yrs
Donald Lutz
Financial advisor
1301 Britt St SE
Albuquerque, NM 87123
Top 14% by experience in Albuquerque
CFP®Fiduciary
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Lakeridge Wealth Management
31yrs
Philip Messuri
Financial advisor
6100 Uptown Blvd NE Suite 610c
Albuquerque, NM 87110
Top advisor by experience at Lakeridge Wealth Management
CFP®Fiduciary
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Redw Wealth
30yrs
Jude Gleason
Financial advisor
8801 Horizon Blvd NE, Suite 401
Albuquerque, NM 87113
Top advisor by experience at Redw Wealth
CFP®Fiduciary
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