CPA financial planners in Puerto Rico

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

3 advisors

Cetera Investment Advisers

17yrs

Financial advisor

Los Muchachos Building 204 San Francisco Street, Old San Juan
San Juan, PR 00901

More experience than 59% of advisors in San Juan

CPA/PFSFiduciary

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Freedom Advisory

15yrs

Financial advisor

Centro Internacional DE Mercadeo 90 Carr 165 Suite 505
Guaynabo, PR 00968

More experience than 52% of advisors in Puerto Rico

CPA/PFSFiduciary

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Negron-Ramos

5yrs

Financial advisor

San Juan, PR

5 years in the industry

CPA/PFSFiduciary

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