Find a Financial Planner in
Within of
Within of

Pavlos Panagopoulos

CFP®

Financial Consultant

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking,...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Cetera Advisor Networks

2500 Louisiana, Suite 102
Albuquerque, NM 87110

Cetera Advisor Networks

511 W Reinken
Belen, NM 87002

Susan M. Cyberski

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement, Long-term...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Cetera Advisor Networks, LLC Member, FINRA/SIPC

6100 Uptown Blvd NE, Ste 610
Albuquerque, NM 87110
(505) 293-1923

Thomas C. Schwab

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

T.C. Schwab Financial Planning, LLC

18 Cagua Rd
Santa Fe, NM 87508
(505) 466-2313

Sara Prada

CFP®, MBA

Wealth Adviser

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

United Capital Financial Advisers

6565 Americas Parkway NE, Ste 810
Albuquerque, NM 87110
(505) 883-3131

Jennifer W. Migdal

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

Forthright Financial Planning LLC

2125 Wyoming Blvd NE
Albuquerque, NM 87112
(505) 508-5550

Tommy E. Ricks

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving New Mexico and the surrounding communities.

Southern Methodist University

PO Box 1154, 20 Comanche Rd. #2
El Prado, NM 87529
(214) 460-1088

Janet Krakowiak

CFP®

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Investment...More

Financial Advisor serving New Mexico and the surrounding communities.

Heritage Advisors of the Southwest

5 Gila Rd
Deming, NM 88030
(575) 895-3316

Donna Skeels Cygan

CFP®, MBA

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

Sage Future Financial, LLC

4800 Juan Tabo NE
Albuquerque, NM 87111
(505) 298-4040

Donald D. Duncan

MBA,CPA,CFA,CFP®,PFS

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking,...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

D3 Financial Counselors LLC

81 Wildhorse, West Wing
Santa Fe, NM 87506

D3 Financial Counselors LLC

111 N. Wabash
Chicago, IL 60602

William Aaron Irving

CFP®

LPL Investment Advisor Representative

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Oakley & Irving Wealth Management, LLC.

105 N. 6th Street
Artesia, NM 88210

Oakley & Irving Wealth Management, LLC.

121 S Canal St
Carlsbad, NM 88220
CONNECT WITH William
  • facebook link
  • linkedin link

Marcos A. Trujillo

CFP®

Financial Consultant

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Charles Schwab

6501 Americas Pkwy NE, Suite 100
Albuquerque, NM 87110
(505) 878-1326

Deborah J. Trouw

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Waddell & Reed

125 Lincoln Ave, Suite 305
Santa Fe, NM 87505
(505) 984-3856

Michael R. Albillar

CFP®

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

MGM LLC

5600 Eubank Blvd NE, Ste 260
Albuquerque, NM 87111
(505) 346-3434
CONNECT WITH Michael
  • facebook link
  • twitter link
  • linkedin link

Philip J. Messuri

MS, CFP®

Certified Financial Planner, Professional

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Phil Messuri Financial Services LLC, Cetera Advisor Networks LLC

6100 Uptown Blvd NE, Ste 610B
Albuquerque, NM 87110
(505) 798-6941

Janet Tyler Johnson

CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Career Change, Investment Management,...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

JATAJ Wealth Management, LLC

161 Camino de las Huertas
Placitas, NM 87043
(844) 445-2825

Susan Koe

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

Better Money Decisions

4801 Lang Ave NE, Ste 110
Albuquerque, NM 87109
(844) 507-0961
(844) 507-0961

Douglas E. Lindsey

CFP®

Certified Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

MGM, LLC

5600 Eubank Blvd NE, Ste 260
Albuquerque, NM 87111
(877) 346-3434
(505) 346-3434

Alexander Cipollone

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving New Mexico and the surrounding communities.

Raymond James Financial Services, Inc.

4300 San Mateo Blvd NE, Ste B275
Albuquerque, NM 87110-1260
(505) 883-4222

Mark E. Stamper

CFP®, ChFC, CLU

Branch Manager

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Financial Advisor serving New Mexico and the surrounding communities.

Charles Schwab

6501 Americas Pkwy, Suite 100
Albuquerque, NM 87110
(505) 878-1324

Beverly J. Hatley

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

Four Corners Financial

357 Rd 3000, PO Box 126
Aztec, NM 87410
(505) 334-2403

Richard W. Hall

CFP®, ChFC

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Cumbrian Financial Stewardship

4579 La Madera Rd
Sandia Park, NM 87047
(505) 286-0839

Francisco A. Figueroa

CFP®

Vice President

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Retirement

Financial Advisor serving New Mexico and the surrounding communities.

Francisco A Figueroa CPA CFP LLC

15 Abiquiu Court
Sandia Park, NM 87047
(505) 281-5005

Stephen J. Ciepiela

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving New Mexico and the surrounding communities.

Charles Stephen & Company, Inc.

5951 Jefferson Ct NE, Ste D
Albuquerque, NM 87109
(888) 884-0451
(505) 884-0451

Steven P. Margulin

CFP® CPA

Lead Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving New Mexico and the surrounding communities.

Retirement Extender(R)

7301 Jefferson St NE, Suite B
Albuquerque, NM 87109
(505) 345-6611