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1660 Lincoln Street, Suite 2620
Denver, CO 80264

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PlannerSearch^®

Powered by Snappy Kraken

Designed & Carefully Built by The Smyth Group

Find financial planners who understand your goals, life stage, and planning needs.

Explore

What is a Financial Planner?
Find a Financial Planner
Blog
Client Demographics

For Financial Planners

Financial Planner Login

Contact

1660 Lincoln Street, Suite 2620
Denver, CO 80264

[email protected]

© 2026 Financial Planning Association. All rights reserved.

Privacy Policy and Disclosures

PlannerSearch^®

What is a Financial Planner?Find a Financial Planner Blog Client Demographics Financial Planner Login

For Financial Planners

Financial Planner Login

229 matching planners

Find Your Financial Planner Today

All Financial Planners

International Private Wealth Advisors

Louis Barajas

CEO

Enrolled Agent (EA)

Location

Compensation

Commission and Fee?

Prosperitas Financial

Erica Zaragoza

Financial Planner, CFP®

Location

Compensation

Commission and Fee?

RS Crum Inc.

Mark Rylance

President

Location

Newport Beach,CA

Compensation

Discovery Financial Wealth Managers

Patricia Parker

Owner

Location

Newport Beach,CA

Compensation

McCarthy Wealth Management

Junette McCarthy

Wealth Manager & CERTIFIED FINANCIAL PLANNER™

Location

Compensation

Commission and Fee?

Cooke Wealth Management, LLC

John Cooke

President

Certified Kingdom Advisor (CKA)

Location

Compensation

Jacqueline S Zweig, Inc.

Jacqueline Zweig

Owner

Location

Newport Beach,CA

Compensation

Commission and Fee?

Magdaleno Financial Services, Inc.

Richard Magdaleno

President

Location

Newport Beach,CA

Compensation

Commission and Fee?

Club Level Consulting

Maria Kutscher

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Location

Compensation

Apella Wealth

Mark Prendergast

Tax Planning Specialist

CFP® +1

Location

Compensation

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CommissionCompensation earned from product or service sales, typically as a percentage of each transaction.
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229 matching planners

Search by Name

Location

Within

ZIP CODE OR CITY

Languages

ASL
Cantonese
Dutch
English
French

Licenses & Certifications

CFA®
CFP®Always included in PlannerSearch results.
ChFC®
CLU
CPA

Client Demographics

AAPI
Black Americans
Business Owners
Executives
GenX

Major Milestones

Buying a Home and Relocation
Career Changes or Job Loss
Caregiving for Aging Relatives
Compensation Changes
Death in the Family

Technical Skills

Business Succession Planning
Cash Flow and Debt Optimization
Charitable Giving
Concentrated Stock and Diversification Planning
Cross-Border Planning

Compensation

CommissionCompensation earned from product or service sales, typically as a percentage of each transaction.
Commission and FeeCompensation includes both client fees and commissions; planners must disclose using “Commission and Fee.”
Fee OnlyAll compensation comes solely from client-paid fees, with no commissions or product-based payments.

Household Income

$0-$50K
$50K-$100K
$100K-$250K
$250K-$500K
$500K+

Investable Assets

$0-$100K
$100K-$250K
$250K-$500K
$500K-$1M
$1M+

Meeting Preference

In-person
Virtual
Flexible