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Designations / CFP® professionals

CFP® professionals in Pennsylvania

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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3,012 advisors

Lincoln Investment
47yrs
Dennis Nelson
Financial advisor
601 Office Center Drive Suite 300
Fort Washington, PA 19034
Top advisor by experience at Lincoln Investment
CFP®
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Wealthcare Advisory Partners
47yrs
Joseph Parsons
Financial advisor
137 North Second Street
Easton, PA 18042
Top advisor by experience at Wealthcare Advisory Partners
CFP®
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Interchange Capital Partners
47yrs
Ahmiel Baum
Financial advisor
301 Grant Street Suite 3550
Pittsburgh, PA 15219
Top advisor by experience at Interchange Capital Partners
CFP®Fiduciary
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Lincoln Investment
46yrs
Edward Forst
Financial advisor
601 Office Center Drive Suite 300
Fort Washington, PA 19034
Top 1% by experience in Pennsylvania
CFP®Fiduciary
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Wescott Financial Advisory Group
46yrs
Sandra Goodstein
Financial advisor
162 Main St
Harleysville, PA 19438
Top advisor by experience in Harleysville
CFP®
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Cetera Investment Advisers
46yrs
Joseph Saskiewicz
Financial advisor
209 Woodlake Drive
Holland, PA 18966
Top advisor by experience in Holland
CFP®ChFC
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Wescott Financial Advisory Group
46yrs
Richard Volpe
Financial advisor
30 South 17th Street
Philadelphia, PA 19103
Top 1% by experience in Philadelphia
CFP®ChFCFiduciary
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Wells Fargo Advisors
46yrs
Irwin Jackson
Financial advisor
1501 Reedsdale St Suite 4005
Pittsburgh, PA 15233
Top 1% by experience in Pittsburgh
CFP®Fiduciary
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Ameriprise Financial Services
46yrs
Robert Hoskin
Financial advisor
1150 Washington Rd
Washington, PA 15301
Top 1% by experience in Pennsylvania
CFP®Fiduciary
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Global Retirement Partners
46yrs
Jan Graybill
Financial advisor
3440 Hamilton Blvd.
Allentown, PA 18103
Top advisor by experience at Global Retirement Partners
CFP®ChFC
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Oppenheimer & Co.
46yrs
Patrick McFadden
Financial advisor
201 King Of Prussia Road Suite 320
Radnor, PA 19087
Top 1% by experience in Pennsylvania
CFP®Fiduciary
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Stillwater Private Wealth
46yrs
Bruce Ohrenich
Financial advisor
1150 Glenlivet Drive Suite A-18
Allenton, PA 18106
Top 1% by experience in Pennsylvania
CFP®
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Janney Montgomery Scott
46yrs
William Mastalski
Financial advisor
40 Morris Avenue Suite 200
Bryn Mawr, PA 19010
Top advisor by experience in Bryn Mawr
CFP®
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Moondance Investment Advisors
46yrs
William Stanert
Financial advisor
247 N. Main Street
New Hope, PA 18938
Top 1% by experience in Pennsylvania
CFP®Fiduciary
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Janney Montgomery Scott
46yrs
Jan Cummins
Financial advisor
150 Radnor-Chester Road Suite B-100
Radnor, PA 19087
Top 1% by experience in Pennsylvania
CFP®Fiduciary
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Commonwealth Financial Network
46yrs
Stuart Miller
Financial advisor
106 Isabella Street Suite 304
Pittsburgh, PA 15212
Top 1% by experience in Pennsylvania
CFP®ChFC
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RBC Capital Markets
46yrs
Russell Sherred
Financial advisor
One PPG Place Suite 2900
Pittsburgh, PA 15222
Top 1% by experience nationwide
CFP®Fiduciary
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Cambridge Investment Research Advisors
46yrs
Edward Kavo
Financial advisor
311 Main St
Irwin, PA 15642
Top advisor by experience in Irwin
CFP®
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Morgan Stanley
46yrs
Arthur Stevens
Financial advisor
1650 Market Street 42nd Floor
Philadelphia, PA 19103
Top 1% by experience nationwide
CFP®
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Raymond James & Associates
46yrs
Arthur Bartholomew
Financial advisor
300 Conshohocken State Road Suite 400
West Conshohocken, PA 19428
Top advisor by experience in West Conshohocken
CFP®
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Stifel, Nicolaus & Company
46yrs
Vincent Kasievich
Financial advisor
2000 Oxford Drive, Suite 605
Bethel Park, PA 15102
Top advisor by experience in Bethel Park
CFP®Fiduciary
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Captrust
46yrs
Jerry McQueen
Financial advisor
60 W Broad Street Suite 300
Bethlehem, PA 18018
Top advisor by experience at Captrust
CFP®
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Janney Montgomery Scott
46yrs
Jonathon Leise
Financial advisor
1717 Arch Street 21st Floor
Philadelphia, PA 19103
Top 1% by experience nationwide
CFP®Fiduciary
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Stifel, Nicolaus & Company
46yrs
Herman Dieckmann
Financial advisor
1001 Liberty Avenue Suite 1100
Pittsburgh, PA 15222
Top 1% by experience nationwide
CFP®Fiduciary
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