A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
CFP®
AdvisersTrust Wealth Mgmt
Newtown, CT
CFP®
Ranch Capital Advisors
Sarasota, FL
CPA/PFS, CFP®, CKA®
Pomeroy Financial Planning, LLC
Cincinnati, OH
CPA/PFS, CFP®, CKA®
Pomeroy Financial Planning, LLC
Cincinnati, OH
CPA/PFS, CFP®(r)
Padden Financial Planning LLC
Chicago, IL
CFP®
The Lubitz Financial Group
Miami, FL
CFP®
Modera Wealth Management
Boston, MA
CFP®, CRPC®
Ameriprise Financial Services, Inc.
Glen Allen, VA
CFP®, CFA
Caprin Asset Management, LLC
Richmond, VA
CFP®
Lucas Group Financial Planners
Sacramento, CA
CFP®, CPA, MBA, PhD
Ogden Page Accountancy Corporation
Hollywood, CA
CFP®, CLU, ChFC
Ameriprise Financial Services, Inc.
Scottsdale, AZ
CFP®
Strata Wealth Advisors, LLC
Dallas, TX
ChFC, CFP®,CLU, AIF®
Cobblestone Wealth Advisors
Brooklyn, NY
CFP®
Fintentional LLC
Birmingham, MI
CFP®, MBA
PALESTRA FINANCIAL
Tampa, FL
CFP®
Master Plan Advisory, Inc.
East Norwich, NY
CFP®
Master Plan Advisory, Inc.
New York, NY
CFP®, CPA
Paller Financial Services
Centennial, CO
CFP®
Resonant Financial Planning
Cottonwood Heights, UT
CFP®, ChFC, CLU
Mercer Advisors
Santa Barbara, CA
CFP®
The Advocates
Houston, TX
CFP®
Englewood, CO
CFP®
Pillar Financial Advisors
Oak Park, IL
MBA, CFP®
Monterey Bay Asset Management, LLC
Monterey, CA
CFP®
Carlo Panaccione
Redwood City, CA
CFP®, CFA®
Sarsi, LLC
West New York, NJ
CFP®, CFA®
Sarsi, LLC
New York, NY
CFP®
Allied Wealth Partners
Martinsville, NJ
CFP®
Allied Wealth Partners
North Brunswick, NJ
CFP®
Gibson Financial Solutions, Inc.
Ellsworth, ME
CFP®, RICP®, EA
Tenon Financial
Metuchen, NJ
CFP®, CFA
Affinity Financial, LLC
Orange, CA
CFP®
Papa / Englehart Strategic Planning
Rockville Centre, NY
CFP®
MEDIQUS Asset Advisors, Inc.
Chicago, IL
CFP®, CIMA®, CLU®,
Raymond James
Mt Pleasant, SC
CFP®
PF Wealth Management Group, LLC
Oakland, CA
CFP®, MBA
Cathy Pareto and Associates, Inc.
Coral Gables, FL
CFA, CFP®, CIC
Badgley Phelps Investment Managers
Seattle, WA
CFP®
MMBB Financial Services
New York, NY
CFP®
Cahill Financial Advisors
Edina, MN
CFP®, CIMA®
Edward Jones
Durham, NC
CFP®
Washington, DC
CFP®
Lincoln Financial Group
Addison, TX
CLU, ChFC, CFP®
LPL Financial
Sikeston, MO
CFP®, CDFA, CEP
Discovery Financial Wealth Managers
Orange, CA
CFP®, CDFA, CEP
Discovery Financial Wealth Managers
Dove Canyon, CA
CFP®
Minnesota State University
Mankato, MN
CFP®
Martin Financial Group
Dallas, TX
CFP®, CRPC®
Houston Wealth Management
Houston, TX
CFP®, AIF
LPL Financial
Ridgewood, NJ
CFP®, CRPS
Apella Capital
Knoxville, TN
CFP®, AIF
ENV Financial Services
Liverpool, NY
CFP®
Greensboro, NC
CFP®, CIMA®, AIF®
Precipio Wealth Management
Mc Lean, VA
CFP®
Parrott Wealth Management
Austin, TX
CFP®, CSA
Liberty Wealth Advisors
Stamford, CT
CPA-PFS,CFP®
Nicholas Pascarella & Co.
Parsippany, NJ
CFP®
Paschall & Associates
Gastonia, NC
CFP®
Pash & Benson International
Encino, CA
CFP®
Encompass Financial Advisors, Inc.
Beaverton, OR
CFP®
Arkagos Advisors + Asset Management
Alexandria, VA
CFP®, CMFC
Ameriprise Financial Services, Inc.
Pasadena, CA
CFP®
Horizon Coast Financial Services, LLC.
Monroe Township, NJ
CFP®
Patel Wealth Strategies Inc.
Chandler, AZ
CFP®
United Planners
Dallas, TX
CFP®
Goldman Sachs Personal Financial Management
McMinnville, OR
MBA, CFP®
Integrated Financial Group, Inc.
Atlanta, GA
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
CFP®
Stage 2 Planning Partners
South Burlington, VT
CFP®
Patterson Advisors
Waterford, MI
CFP®
Keystone Asset Management Inc.
Mc Lean, VA
CFP®, CPA, PFS
Professional Fiduciary Advisers, LLC
Glenwood, MN
CFP®, CPA, PFS
Professional Fiduciary Advisers, LLC
Glenwood, MN
CFP®
STA Wealth Management
Houston, TX
CFP®
Peapack Private Wealth Management
Nutley, NJ
CFP®
Life Path Financial
Austin, TX
CFP®
Truxton Trust Company
Nashville, TN
CFA, CFP®, CAIA
Buckhorn Investment Advisors LLC
Charlotte, NC
CFP®
EP Wealth Advisors
Palatine, IL
CFP®, RICP®, EA
Western Reserve Capital Management
New Philadelphia, OH
CFP®, RICP®, EA
Western Reserve Capital Management
Hudson, OH
CFP®
Sequoia Financial Group, LLC
Beachwood, OH
CFP®
Joel Isaacson & Co., Inc
New York, NY
CFP®, RPA
Las Vegas, NV
CFP®, CPA/PFS
Partners in Financial Planning, LLC
Salem, VA
CFP®, CeFT®, CDFA®
Pearson Financial Planning
Wexford, PA
CFP®
Somerset Advisory
Birmingham, AL
CFP®, RICP®
Northwestern Mutual
Grand Rapids, MI
CFP®, CLU®
Ameriprise Financial Services, LLC
Conshohocken, PA
CFP®
The Welch Group
Birmingham, AL
CFP®
Luther Forest Wealth Advisors, LLC
Malta, NY
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
CFP®, CIMA, MBA, CKA
PFS Financial
Tampa, FL
CFP®
Groton, CT
CFP®
Main Street Advisors, LLC
Westminster, MD
CPA/PFS, CFP®
Janice Penar CPA/PFS CFP, P.S.
Spokane, WA
CFP®
Waypoint Wealth Partners
San Francisco, CA
CFP®, AAMS
John Lee Pence CFP(R)
Woodstock, GA
CFP®
Social Security Strategies
Maryville, TN
CFP®, ChFC®
Springfield, MO
CFP®, AIF
Bridge Advisory
Pasadena, CA
CFP®
Orangevale, CA
CFP®
Pepkin & Associates
Richardson, TX
CFP®, CLU, LUTCF
Modern Woodmen of America
Gilford, NH
MBA, CFP®, AIF
Ameriprise
Los Angeles, CA
CFP®
Independent Financial Services
Land O' Lakes, FL
CFP®
EP Wealth Advisors
Torrance, CA
CFP®, CRPC®
Ameriprise Financial
Atlanta, GA
CFP®
WealthPoint Advisors
Indianapolis, IN
CFP®
Co-ordinated Financial Plng.
Cincinnati, OH
CFP®
Chapin, SC
CFP®
LPL Financial
Seal Beach, CA
CFP®
One Providence Capital, LLC
Cary, NC
CFP®, MS
Cornerstone Wealth Management, LLC
Effingham, IL
CFP®
Perryman Financial Advisory, Inc.
Dallas, TX
CPA, CFP®
Perryman Financial Advisory
Dallas, TX
CFP®,CDFA®,RICP®
Transition Planning & Guidance, LLC
Atlanta, GA
CFP®
Sharon Hill, PA
CFP®
Facet Wealth
Baltimore, MD
CFP®
Ameriprise Financial Services, Inc.
Pennington, NJ
CFP®, ChFC®
Conrad Siegel Investment Advisors
Lancaster, PA
CFP®, EA
Cetera Advisors Network
Price, UT
PhD, CFP®, ChFC®
Fort Worth, TX
CFP®, AIF®
Petersen Hastings Investment Management
Kennewick, WA
CFP®, CDFA
Private Ocean Wealth Management
Seattle, WA
CFP®, CLU®, MBA
Backbone Financial
Scottsdale, AZ
CFP®
Integrated Retirement Strategies
Oregon City, OR
CFP®, RICP®
Thrivent Financial
Marietta, GA
CFP®
Peterson Wealth Advisors
Springfield, MO
CFP®
Ameriprise Financial
Jacksonville, FL
CFP®
Faithful Steward Wealth Advisors, LLC
Chambersburg, PA
CFP®
The Colony Group
Bethesda, MD
CFP®
Allegiance Financial Advisors, Inc.
Pittsburgh, PA
CFP® CLU ChFC RICP
Ameriprise Financial
Braintree, MA
CFP®
Daszkal Bolton LLP
Boca Raton, FL
CFP®
Petrone Associates, Inc./Guardian/Park Avenue Securities
Princeton, NJ
CFP®, CPA
Petrone Financial
Briarcliff Manor, NY
CFP®
Kendall Capital Management
Rockville, MD
CFP®
Petrovic Financial Services
Prairie Village, KS
CFP®
Blackhorn Partners
Madison, WI
J.D., CPA, CFP®
Piccerelli, Gilstein & Company, LLP
Providence, RI
CFP®
Gotham Block, LLC
New York, NY
CFP®, ChFC®, CLU®
Eagle Strategies, LLC.
Hyannis, MA
CFP®
Phelps Financial Advisors
State College, PA
CFP®, ChFC®, APMA®
Advance Wealth Management Service
Grand Rapids, MI
CFP®, CFA®
FutureNest
Laguna Niguel, CA
CFP®
Human Investing
Lake Oswego, OR
CFP®
Resource Consulting Group
Orlando, FL
CFP®
Savant Capital Management
Naperville, IL
CFP®
Savant Capital Management
Geneva, IL
MBA, CFP®, AIF®
Clearview Wealth Management
Irvine, CA
CFP®, CPA
Nancy K. Phillips, P.C.
Dallas, TX
CFP®
Phillips Financial Services
Fort Wayne, IN
CFP®, ChFC,
Financial Management, Inc
Kennewick, WA
CFP®
Allen Financial Group
Camden, ME
CFP®
Criterion Captial Advisors
Nashville, TN
CFP®
Mountain View, CA
CFP®
WNY Asset Management
Buffalo, NY
CFP®, CPA, PFS
Brendon Pierson, Inc.
Wall, NJ
MBA, CFP®
Investus Financial Planning
Newport Beach, CA
CFP®, ChFC, CLTC,CLU
The Pietrangelo Agency
Ada, MI
CFP®
Pignataro Financial Group
Depew, NY
CFP®
Kassouf & Co, P.C.
Birmingham, AL
CFP®
Tanglewood Legacy Advisors, LLC
Houston, TX
CFP®
Allegiance Financial Group
Vienna, VA
CFP®, RFC
Pinkerton Retirement Specialist, LLC
Coeur d'Alene, ID
CFP®, CSA, CFS
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID
CFP®
Raymond James Financial
Altamonte Springs, FL
CFP®, ChFC®
Main Street Wealth Group
Woodland, CA
CFP®, APMA®, CRPC®
Ameriprise Financial
Fort Lauderdale, FL
CFP®
New England Investment & Retirement Group
North Andover, MA
CFP®
The VHP Group, Merrill Lynch
Mystic, CT
CFP®
N.D. Pitman & Company, Inc.
Mobile, AL
MBA, CFP®, CeFT®
FocusYOU
Foster City, CA
MBA, CFP®, CeFT®
FocusYOU
Santa Rosa, CA
CFP®
Pittenger & Anderson, Inc.
Lincoln, NE
CFP®
Mission Wealth Management
Des Moines, IA
CFP®
Mission Wealth Management
Chicago, IL
CFP®
Mission Wealth Management
St. Charles, IL
CFP®
Retirement Security Group
Florence, KY
CFP®
Stephen C Pitts Inc.
Henrico, VA
CFP®, ChFC, CLU
Ameriprise Financial Services, Inc.
Chanhassen, MN
CFP®
Pitzl Financial
Arden Hills, MN
CFP®
Brian Plain, CFP®
Oak Park, IL
CFP®
RLP Financial Management
Schenectady, NY
MBA,CFP®,CRPC®,AAMS®
Ameriprise Financial
Edina, MN
CFP®
Raymond James Financial Services, Inc.
Wayzata, MN
JD, LLM, CFA, CFP®
Platt Wealth Management
San Diego, CA
CFP®
Pamela Plick Wealth Management
Palm Desert, CA
CFP®
Plotkin Financial Advisors LLC
Chevy Chase, MD
CFP®, CDFA
Dane Financial Group
Fort Lauderdale, FL
CFP®
Edward Jones
Corpus Christi, TX
CFP®
The Pollak Group, A financial advisory practice of Ameriprise Financial, Inc.
Vienna, VA
CFP®
Wells Fargo Advisors
Woodbury, MN
CFP®,CLTC, RICP®
Waddell & Reed
Pasadena, CA
CFP®, CPA
Paul Pombo CPA, PC
West Bay Shore, NY
CFP®
LPL Financial
Flower Mound, TX
CFP®
Ponder Financial Group
Half Moon Bay, CA
CPA/PFS, CFP®
Pon & Associates
Redwood City, CA
MBA, CFP®, RFC®
HFH Planning Inc.
New York, NY
CFP®
SFMG Wealth Advisors
Plano, TX
CFP®, CFA, CTFA, MBA
United Advisors
Rye, NH
CFP®, MBA
Albion Financial Group
Salt Lake City, UT
CFP®
Washington Avenue Advisors
Lansing, MI
CFP®
Modera Wealth Management
Atlanta, GA
CFP®, RICP®
Majestic Oak Financial
Round Rock, TX
CFP®
Morgan Stanley
Wellesley, MA
CFP®
Red Bank, NJ
CFP®
January Capital Advisors
San Francisco, CA
CFP®
Park Ridge, IL
CFP®
MAP Wealth Management
Chicago, IL
CFP®, EA
Michael J. Porro & Co. LLC
Old Tappan, NJ
CFP®
Sullivan, Bruyette, Speros & Blayney, Inc.
Mc Lean, VA
CFP®
Grand Island, NE
CFP®, CFS, CMFC
The Legend Group
Stony Brook, NY
CFP®, ChFC®
Potash Financial
Greenwich, CT
CFP®
BMO Harris Financial Advisors
Saint Louis, MO
CFP®
Legacy Financial Services Group
Langhorne, PA
CFP®
Potter Financial Solutions, Inc.
Westminster, CO
CFP®, ChFC®, CASL®
Ameriprise Financial Services, Inc.
Bedford, NH
CFP®, MBA
CMP Financial Planning
Columbus, OH
CFP®
Falcon Financial of Oklahoma, LLC
Edmond, OK
CFP® CLU CASL APMA
Ameriprise Financial Services, Inc.
Raleigh, NC
CFP® CLU CASL APMA
Ameriprise Financial Services, Inc.
Sanford, NC
CFP®
Jacqueline L. Powell & Associates, Inc.
Carlisle, PA
CFP®
Capital Advisory Services, LLC
Van Wert, OH
CFP®
Capital Advisory Services, LLC
West Chester, OH
CFP®
Ferguson-Johnson Wealth Management
Rockville, MD
CFP®
Gateway Advisory, LLC
Westfield, NJ
CFP®
Miller Wealth Advisors LLC
Boca Raton, FL
MBA, CFP®
Power Plans
Walpole, MA
CFP®, EA
Power Investing
Danville, CA
CFP®
Mercer Advisors
Newport Beach, CA
CFP®
Ameriprise Financial Services, Inc.
Evansville, IN
CPA, CFP®
Manuka Financial, LLC
Richmond, VA
CFP®, CLU,ChFC,CMFC
Chicago, IL
CFP®,CPA/PFS
Upstart Wealth Management
San Francisco, CA
CFP®, CDFA™
Morgan Stanley
Pittsford, NY
CFP®, EA, ChFC, CLU
Eagle Tax Planning & Advisory Group
Baldwin, NY
CFP®, EA, ChFC, CLU
Eagle Tax Planning & Advisory Group
Baldwin, NY
CFP®, EA, ChFC, CLU
Eagle Tax Planning & Advisory Group
Ozone Park, NY
CFP®
Pratt Wealth Management
North Mankato, MN
CPA, CFP®, CDFA
Inspired Financial
Huntington Beach, CA
CFP®
Prentice Financial Planning, LLC
Olympia, WA
CFP®
Egan, Berger & Weiner, LLC
Vienna, VA
CFP®
Ameriprise Financial Services, Inc.
Warrenville, IL
CFP®
Patterson Advisors
Rochester Hills, MI
CFP®
Price Financial Services
Longwood, FL
J.D., CPA, CFP®
Price Planning, LLC
Powell, OH
CFP®, CFA®, AEP®
Per Stirling Capital Management, LLC
Cedar Park, TX
CFP®, CIMA, CRPC
Ameriprise Financial Services, Inc.
Toledo, OH
CFP®, AIF®
VLP Financial Advisors
Vienna, VA
CFP®, CPA
William N Price, CPA, CFP
Barnesville, MD
CFP®
Milestone Financial Planning, LLC
Bedford, NH
CPA, CFP®
Summit Wealth Advocates, LLC
Prior Lake, MN
CFP®, CPA/PFS, ChFC
PrisCo Financial
Paramus, NJ
JD, CFP®
Advocacy Financial, LLC
Covington, LA
CFP®
Bannerman Wealth
Denver, Colorado
MBA, CFP®, CFS, CFF®
Castle Financial & Retirement Planning Associates, Inc.
Fair Haven, NJ
CFP®
Northwestern Mutual Investment Services, LLC
Knoxville, TN
CPA, CFP®, CFA
The Tilson Financial Group, Inc.
New Providence, NJ
CFP®, CRPC®
On Target Financial
Topeka, KS
CFP®
Prosser Financial Group
Chesterfield, MO
CFP®
Sound Financial Planning
Mount Vernon, WA
CFP®, MBA
LVM Capital Management
Kalamazoo, MI
CFP®
Blankinship & Foster, LLC
Solana Beach, CA
CFP®
JPJ Investments
Shreveport, LA
CFP®
Thrive Wealth Management, LLC
Audubon, PA
CFP®
CFG Wealth Management Services, Inc.
Indianapolis, IN
CFP®
Atlanta, GA
CFP®, MBA
Pugh & Associates, Inc. Financial Planners
Sneads Ferry, NC
CFP®, MBA
Pugh & Associates, Inc. Financial Planners
Jacksonville, NC
CFP®
Catalyst Wealth Management
Suwanee, GA
CFP®, CFA
Junto Wealth
Wayne, PA
CFP®, CPA
Punturo Financial Services, Inc.
Melville, NY
CFP®
StrategicPoint Investment Advisors
Providence, RI
CFP®
Armor Investment Advisors
Raleigh, NC
CFP®, MBA
Walnut Creek Wealth Management
Walnut Creek, CA
CFP®
Purtill Financial LLC
Highland Heights, OH
CPA, CFP®
Buckingham Strategic Wealth
Ridgeland, MS
CFP®
Winona, MS
CFP®
Ameriprise Financial Services, Inc.
Jacksonville, FL
CFP®
PathWise
Pleasant Hill, CA
CFP®, CFA, AEP®, MBA
Diversified Asset Management, Inc.
Boulder, CO
CFP®
Portsmouth, NH