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Designations / CPA financial planners

CPA financial planners in Connecticut

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

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26 advisors

Cetera Investment Advisers
30yrs
John Culhane
Financial advisor
755 Main Street Building 4
Monroe, CT 06468
Top 17% by experience nationwide
CPA/PFSFiduciary
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Raymond James Financial Services Advisors
29yrs
William Campbell
Financial advisor
Glastonbury, CT
Top 18% by experience nationwide
CPA/PFSFiduciary
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Cetera Investment Advisers
29yrs
Charles Bailey
Financial advisor
750 Old Main Street Suite 303
Rocky Hill, CT 06067
Top 18% by experience nationwide
CFP®CPA/PFSFiduciary
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Strategic Financial
29yrs
Matthew Walston
Financial advisor
1695 Ellington Road Suite 202
South Windsor, CT 06074
Top 19% by experience in South Windsor
CPA/PFSFiduciary
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Focus Partners Wealth
28yrs
Nadine Lee
Financial advisor
3 Greenwich Office Park Suite 320
Greenwich, CT 06831
Top 14% by experience at Focus Partners Wealth
CFP®CPA/PFS
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Horizon Financial Advisors
28yrs
Joel Kosovsky
Financial advisor
16 Arapahoe Road
West Hartford, CT 06107
Top 20% by experience nationwide
CFP®CPA/PFSFiduciary
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Cetera Investment Advisers
27yrs
Michael Urso
Financial advisor
35 Cold Spring Rd Suite 312
Rocky Hill, CT 06067
Top 23% by experience nationwide
CFP®CPA/PFSFiduciary
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Dbia, LLC.
26yrs
Jay Rasmus
Financial advisor
Southington, CT
Top 25% by experience nationwide
CPA/PFSFee-only firm
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Grey Ledge Advisors
26yrs
John Burzenski
Financial advisor
One Park Street
Guilford, CT 06437
More experience than 74% of advisors nationwide
CPA/PFSFiduciary
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Sagebroadview Wealth Management
26yrs
Lawrence Annello
Financial advisor
10 Waterside Drive Suite 305
Farmington, CT 06032
Top advisor by experience at Sagebroadview Wealth Management
CFP®CPA/PFS
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Connecticut Wealth Management
25yrs
Michael Tedone
Financial advisor
281 Farmington Avenue
Farmington, CT 06032
Top 14% by experience at Connecticut Wealth Management
CPA/PFSFiduciary
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Oaktrust Wealth Advisors
25yrs
Nicholas Zizzadoro
Financial advisor
Wilton, CT
More experience than 72% of advisors nationwide
CPA/PFSChFC
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Advisory Services Network
25yrs
Alan Rothstein
Financial advisor
80 West Avon Rd.
Avon, CT 06001
More experience than 71% of advisors nationwide
CPA/PFSPlanningInvesting
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Narrow Path Guidance
24yrs
Raymond Serra
Financial advisor
11 West High Street
East Hampton, CT 06424
More experience than 69% of advisors nationwide
CPA/PFSFiduciary
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Eagle Strategies
22yrs
Brian Keigan
Financial advisor
Bloomfield, CT
More experience than 68% of advisors at Eagle Strategies
CPA/PFSFiduciary
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Bradley Foster & Sargent
20yrs
Eugene Daponte
Financial advisor
185 Asylum Street City Place II, 11th Floor
Hartford, CT 06103
More experience than 62% of advisors nationwide
CPA/PFSFiduciary
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Connecticut Wealth Management
19yrs
Kathleen Christensen
Financial advisor
281 Farmington Avenue
Farmington, CT 06032
Top 20% by experience at Connecticut Wealth Management
CPA/PFSFiduciary
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Private Advisor Group
18yrs
Elizabeth Debassio
Financial advisor
21c Arts Center Court
Avon, CT 06001
More experience than 55% of advisors nationwide
CPA/PFSPlanningInvesting
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Apella Wealth
18yrs
Gina Chironis
Financial advisor
65 Memorial Drive Suite C340
West Hartford, CT 06107
More experience than 58% of advisors at Apella Wealth
CPA/PFSFiduciary
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Edward Jones
17yrs
Achyuta Nidadavolu
Financial advisor
188 Main St (Rt. 25) Suite B
Monroe, CT 06468
More experience than 71% of advisors at Edward Jones
CFP®CPA/PFSChFC
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JGS Wealth Management
17yrs
John Stalega
Financial advisor
79 A Norwich Avenue
Colchester, CT 06415
More experience than 53% of advisors nationwide
CPA/PFSFiduciaryFee-only firm
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Riskin Wealth Management
7yrs
Ross Riskin
Financial advisor
33 Main Street Unit 2
Newtown, CT 06470
7 years in the industry
CPA/PFSFee-only firm
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Connecticut Wealth Management
7yrs
Elizabeth Devino
Financial advisor
281 Farmington Avenue
Farmington, CT 06032
More experience than 54% of advisors at Connecticut Wealth Management
CPA/PFSFiduciary
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