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Designations / CPA financial planners

CPA financial planners in Delaware

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

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7 advisors

Alphacore Capital
39yrs
Edward Sella
Financial advisor
Bethany Beach, DE
Top advisor by experience in Bethany Beach
CFP®CPA/PFSFiduciary
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Savant Wealth Management
27yrs
Raymond Book
Financial advisor
220 Beiser Boulevard
Dover, DE 19904
Top 16% by experience at Savant Wealth Management
CPA/PFSFiduciary
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Savant Wealth Management
27yrs
Scott Brown
Financial advisor
34382 Carpenters Way #5
Lewes, DE 19958
Top 16% by experience at Savant Wealth Management
CPA/PFSFiduciary
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Cetera Investment Advisers
27yrs
Richard Miller
Financial advisor
615 W 18th St.
Wilmington, DE 19802
Top 24% by experience nationwide
CPA/PFSFiduciary
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Great Ocean Road Financial
13yrs
Paul Jones
Financial advisor
Lewes, DE
13 years in the industry
CPA/PFSFiduciary
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Raymond James & Associates
10yrs
John Hartnett
Financial advisor
1202 Foulk Rd Suite D
Wilmington, DE 19803
10 years in the industry
CPA/PFSPlanningInvesting
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Cetera Investment Advisers
2yrs
Michael Boyer
Financial advisor
Wilmington, DE
2 years in the industry
CPA/PFSPlanningInvesting
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