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Designations / CFP® professionals

CFP® professionals in Vermont

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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127 advisors

ESI Financial Advisors
46yrs
Brian Branda
Financial advisor
One National Life Drive
Montpelier, VT 05604
Top 1% by experience at ESI Financial Advisors
CFP®ChFC
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Morgan Stanley
41yrs
Joseph Phillips
Financial advisor
105 West View Road 5th Floor
Colchester, VT 05446
Top 3% by experience nationwide
CFP®Fiduciary
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Bennington Financial Planning Group
40yrs
Donald McKenna
Financial advisor
207 West Main Street
Bennington, VT 05201
Top advisor by experience in Bennington
CFP®
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UBS Financial Services
40yrs
Jessica Anderson
Financial advisor
67 Merchants Row Suite 102
Rutland, VT 05701
Top 4% by experience nationwide
CFP®Fiduciary
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LPL Financial
39yrs
Heidi Clute
Financial advisor
1233 Shelburne Rd., Suite 202
South Burlington, VT 05403
Top 5% by experience nationwide
CFP®
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EMG
37yrs
Todd Toensing
Financial advisor
1233 Shelburne Road Suite C-2b
South Burlington, VT 05403
Top 6% by experience nationwide
CFP®Fiduciary
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Wells Fargo Advisors
36yrs
Paul Briody
Financial advisor
75 Talcott Road Suite 70 [Satellite]
Williston, VT 05495
Top 7% by experience nationwide
CFP®Fiduciary
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Silverlake Wealth Management
35yrs
Thomas Golonka
Financial advisor
33 Blair Park Road Suite 100
Williston, VT 05495
Top 9% by experience nationwide
CFP®Fiduciary
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Commonwealth Financial Network
34yrs
Deborah Lane
Financial advisor
160 Benmont Avenue
Bennington, VT 05201
Top 10% by experience nationwide
CFP®Fiduciary
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Milne Financial Planning
33yrs
James Milne
Financial advisor
770 Railroad Street
Saint Johnsbury, VT 05819
Top advisor by experience in Saint Johnsbury
CFP®
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ESI Financial Advisors
33yrs
Michael Branda
Financial advisor
One National Life Drive
Montpelier, VT 05604
Top 11% by experience nationwide
CFP®ChFC
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Manchester Capital Management
32yrs
Bartholomew Earley
Financial advisor
3657 Main Street
Manchester, VT 05254
Top 13% by experience nationwide
CFACFP®Fiduciary
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Broadlake Financial Management
32yrs
Joseph Diebold
Financial advisor
99 Swift St Suite 305
S Burlington, VT 05403
Top 13% by experience nationwide
CFP®Fiduciary
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Pochop Financial Management
32yrs
Rene Pochop
Financial advisor
1233 Shelburne Road Suite 420
South Burlington, VT 05403
Top 13% by experience nationwide
CFP®FiduciaryFee-only firm
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Wealth Enhancement Advisory Services
32yrs
Donald Dempsey
Financial advisor
1223 Shelburne Rd Suite 410
South Burlington, VT 05403
Top 13% by experience nationwide
CFP®Fiduciary
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Ameriprise Financial Services
32yrs
Jared Larrow
Financial advisor
120 Kimball Ave Suite 100
South Burlington, VT 05403
Top 13% by experience nationwide
CFP®ChFCFiduciary
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LPL Financial
32yrs
Joseph Preddy
Financial advisor
316 North Main Street
Barre, VT 05641
Top 13% by experience in Barre
CFP®Fiduciary
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Prospera Financial Services
31yrs
John Harm
Financial advisor
South Burlington, VT
Top 14% by experience nationwide
CFP®Fiduciary
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ESI Financial Advisors
31yrs
Scott Maitland
Financial advisor
One National Life Drive
Montpelier, VT 05604
Top 15% by experience nationwide
CFP®ChFCFiduciary
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ESI Financial Advisors
31yrs
Samuel Terrazzino
Financial advisor
354 Mountain View Dr. Suite 200
Colchester, VT 05446
Top 15% by experience nationwide
CFP®
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ESI Financial Advisors
31yrs
Laura Plourde
Financial advisor
One National Life Drive
Montpelier, VT 05604
Top 15% by experience nationwide
CFP®ChFCFiduciary
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LPL Financial
30yrs
Brian Wooten
Financial advisor
346 Shelburne Rd Suite 401
Burlington, VT 05401
Top 14% by experience in Burlington
CFP®Fiduciary
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Ameriprise Financial Services
30yrs
Eleanor Stubbs
Financial advisor
14 N Main St, Suite 2001
Barre, VT 05641
Top 16% by experience nationwide
CFP®Fiduciary
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