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Designations / CPA financial planners

CPA financial planners in Oklahoma

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

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8 advisors

Retirement Investment Advisors
40yrs
Randy Thurman
Financial advisor
2925 United Founders Blvd.
Oklahoma City, OK 73112
Top advisor by experience at Retirement Investment Advisors
CFP®CPA/PFS
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Cetera Investment Advisers
35yrs
Brian Connally
Financial advisor
3821 East 179th Street North
Skiatook, OK 74070
Top 8% by experience nationwide
CPA/PFSFiduciary
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Raymond James Financial Services Advisors
32yrs
Ancel Airington
Financial advisor
301 North Bryant Avenue Suite 100
Edmond, OK 73034
Top 13% by experience nationwide
CPA/PFSFiduciary
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Merit Financial Advisors
32yrs
Steven Henderson
Financial advisor
6140 South 104 East Avenue Suite 100
Tulsa, OK 74133
Top 13% by experience at Merit Financial Advisors
CFP®CPA/PFSFiduciary
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St. Bernard Financial Services
26yrs
Phil Ward
Financial advisor
2522 E. 71st St
Tulsa, OK 74136
Top 25% by experience nationwide
CPA/PFSFiduciary
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Cetera Investment Advisers
19yrs
Richard Ross
Financial advisor
3104 Shady Lane
Anadarko, OK 73005
More experience than 60% of advisors nationwide
CPA/PFSFiduciary
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Ideal Financial Planning
11yrs
Joshua Morris
Financial advisor
10401 W Reno Ave Suite 100
Oklahoma City, OK 73127
11 years in the industry
CFP®CPA/PFSFee-only firm
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Cetera Investment Advisers
8yrs
James Denton
Financial advisor
16328 Muirfield Pl.
Edmond, OK 73013
8 years in the industry
CPA/PFSFiduciary
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