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Designations / CFP® professionals

CFP® professionals in New York

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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3,140 advisors

Savvy
46yrs
Jerald Larson Dunn
Financial advisor
111 West 33rd Street Unit 1410
New York, NY 10001
Top advisor for experience at Savvy
CFP®FiduciaryFee-only firm
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Level Four Advisory Services
46yrs
Rosilyn Hoffman Overton
Financial advisor
98 Cutter Mill Road Suite 273 South
Great Neck, NY 11021
Top advisor for experience at Level Four Advisory Services
CFP®FiduciaryFee-only firm
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G-Squared Advisory
46yrs
Cynthia Golub
Financial advisor
180 East Prospect AVE #125
Mamaroneck, NY 10543
Top advisor for experience in Mamaroneck
CFP®FiduciaryFee-only firm
Call Directions
Morgan Stanley
46yrs
Lane Howard Katz
Financial advisor
One Penn Plaza 43rd Floor
New York, NY 10119
Top 1% for experience in New York
CFP®Fiduciary
Call Directions
Raymond James Financial Services Advisors
46yrs
Leslie Edgcomb III
Financial advisor
255 Woodcliff Drive Suite 1c
Fairport, NY 14450
Top advisor for experience in Fairport
CFP®Fiduciary
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Morgan Stanley
45yrs
John Raymond Moses
Financial advisor
50 Front Street
Binghamton, NY 13905
Top 1% for experience in New York
CFP®Fiduciary
Call Directions
Janney Montgomery Scott
45yrs
Brett Marshall Reiss
Financial advisor
1001 Franklin Avenue Suite 202
Garden City, NY 11530
Top 1% for experience in New York
CFP®Fiduciary
Call Directions
Stifel, Nicolaus &
45yrs
Alan Howard Cohn
Financial advisor
1393 Veterans Memorial Highway Suite N214
Hauppauge, NY 11788
Top advisor for experience in Hauppauge
CFP®
Call Directions
Wells Fargo Advisors
45yrs
Peter Donaldson Prentis
Financial advisor
280 Park AVE 27th & 29th FLS
New York, NY 10017
Top 1% for experience in New York
CFP®Fiduciary
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LPL Enterprise
45yrs
Kenneth Charles Wohlberg
Financial advisor
100 College Parkway Suite 220
Williamsville, NY 14221
Top advisor for experience at LPL Enterprise
CFP®ChFCFiduciary
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O'Keefe Stevens Advisory
45yrs
Peter Shaw O'Keefe
Financial advisor
One Bausch & Lomb Place Suite 920
Rochester, NY 14604
Top advisor for experience at O'Keefe Stevens Advisory
CFP®FiduciaryFee-only firm
Call Directions
UBS Financial Services
45yrs
Nancy Matta
Financial advisor
299 Park AVE 8th, 9th 11th Floor
New York, NY 10171
Top 1% for experience in New York
CFP®Fiduciary
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Trubee Wealth Advisors
45yrs
Thomas Richard Turk
Financial advisor
600 Airborne Pkwy Suite #120 FAX # 716-849-0144
Buffalo, NY 14225
Top advisor for experience at Trubee Wealth Advisors
CFP®FiduciaryFee-only firm
Call Directions
Rockefeller Capital Management
45yrs
Arthur Thomas Nintzel
Financial advisor
640 Fifth Avenue Floor 6
Ny, NY 10019
Top advisor for experience in Ny
CFP®FiduciaryFee-only firm
Call Directions
LPL Financial
45yrs
Robert Paul Donlan
Financial advisor
40 Brinkerhoff Street
Plattsburgh, NY 12901
Top advisor for experience in Plattsburgh
CFP®Fee-only firm
Call Directions
Arax Advisory Partners
45yrs
John Milton Montgomery
Financial advisor
10 East 53rd Street 14th Floor
New York, NY 10022
Top 1% for experience in New York
CFP®Fee-only firm
Call Directions
Commonwealth Financial Network
44yrs
Mark Thomas Bryant
Financial advisor
345 Delaware Avenue Suite 2b
Delmar, NY 12054
Top advisor for experience in Delmar
CFP®
Call Directions
RBC Capital Markets
44yrs
George Paul Kanas
Financial advisor
White Plains, NY
Top advisor for experience in White Plains
CFP®FiduciaryFee-only firm
Call Directions
Morgan Stanley
44yrs
Robert Thomas Steck
Financial advisor
1200 Franklin Avenue 2nd Floor
Garden City, NY 11530
Top 1% for experience in New York
CFP®
Call Directions
Stifel, Nicolaus &
43yrs
Robert Charles Ungerer
Financial advisor
1393 Veterans Memorial Highway Suite N214
Hauppauge, NY 11788
Top 1% for experience in New York
CFP®
Call Directions
Morgan Stanley
43yrs
Jonathan Richard Glantz
Financial advisor
55 East 52nd Street 10th Floor
New York, NY 10055
Top 1% for experience in New York
CFP®Fiduciary
Call Directions

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