ChooseAFinancialAdvisor.com

CFP® professionals in Puerto Rico

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

14 advisors

Mariner
39yrs
Kurt Schindler
Financial advisor
Metro Parque 7 Street #1 Suite. 204
San Juan, PR 00968
Top 2% by experience at Mariner
CFP®Fiduciary
Call Directions
NPA Asset Management
33yrs
Jorge Bravo
Financial advisor
Montehiedra Office Centre 9615 Los Romero Ave, Suite 511
San Juan, PR 00926
Top 10% by experience in San Juan
CFP®Fiduciary
Call Directions
Finanxial Investment Advisors
26yrs
Fernando Navarro Castillo
Financial advisor
121 DE Diego Avenue Urb. San Francisco
San Juan, PR 00927
Top 24% by experience in San Juan
CFP®
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Freedom Advisory
26yrs
Roberto Rivera Vazquez
Financial advisor
Centro Internacional DE Mercadeo 90 Carr 165 Suite 505
Guaynabo, PR 00968
Top advisor by experience at Freedom Advisory
CFP®Fiduciary
Call Directions
Equitable Advisors
25yrs
Edwin Soto-Toro
Financial advisor
270 Munoz Rivera Avenue Suite 500
San Juan, PR 00918
Top 22% by experience at Equitable Advisors
CFP®Fiduciary
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Osaic Wealth
21yrs
Jose Quinones
Financial advisor
654 Plaza Munoz Rivera Avenue Suite 923
San Juan, PR 00918
More experience than 68% of advisors in San Juan
CFP®Fiduciary
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MML Investors Services
15yrs
Maria Maisonet Gonzalez
Financial advisor
Edificio Las Nubes 151 Federico Costas Lote A-02
San Juan, PR 00919
More experience than 52% of advisors in San Juan
CFP®ChFCFiduciary
Call Directions
Freedom Advisory
13yrs
Giancarlo Diaz-Munio Mendez
Financial advisor
Centro Internacional DE Mercadeo 90 Carr 165 Suite 505
Guaynabo, PR 00968
13 years in the industry
CFP®Fiduciary
Call Directions
MML Investors Services
12yrs
Fernando Lopez
Financial advisor
Plaza 273 Suite 1400 Ponce DE Leon Avenue
San Juan, PR 00917
12 years in the industry
CFP®ChFCFiduciary
Call Directions
MML Investors Services
12yrs
Luis Mayoral Morales
Financial advisor
Plaza 273 Suite 1400 Ponce DE Leon Avenue
San Juan, PR 00917
12 years in the industry
CFP®ChFCFiduciary
Call Directions
Generational Private Wealth
11yrs
Travis Johnson
Financial advisor
San Juan, PR
11 years in the industry
CFP®Fee-only firm
Call Directions
Osaic Wealth
New
Carolina Reyes Matos
Financial advisor
16 Jose Marti St Floral Park
San Juan, PR 00917
New to the profession
CFP®PlanningInvesting
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