Certified Financial Planner in Belleair Bluffs, FL


This is the hallmark planning credential, granted by the Certified Financial Planner Board of Standards. To receive this credential, the candidate must first have three years of financial planning experience and a bachelor's degree, or five years of financial planning experience. The candidate can also bypass the education requirement by holding one of the following designations: CPA, ChFC, CLU, CFA, Ph.D. in business or economics, or be an attorney (final exam must still be taken). After completing a final certification exam, the advisor must follow up with thirty hours of continued education every 2 years.

Issuing Organization:

Certified Financial Planner Board of Standards (CFP-Board)



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Premium Advisors Listing

Travis Sickle, CFP®, AAMS®, CRPC®, RFC®, Financial Advisor from Largo, Florida Travis Sickle, CFP®, AAMS®, CRPC®, RFC®

(813) 666-4388
511 Way St #350,
Tampa, FL   33606
Distance : 20 miles

We are independent financial advisors with LPL Financial – the largest independent
broker/dealer in the United States for 13 consecutive years*. Sickle Hunter Financial
Advisors has no “hidden agenda” or drive to sell any particular financial product. Our
firm truly puts our client’s interest first. Sickle Hunter Financial Advisor.......

Other Advisors Listing

H. Parker Evans, CFA, CFP, CMT, Financial Advisor from Largo, Florida H. Parker Evans, CFA, CFP, CMT
Successful Portfolios LLC

611 Druid Road East, Suite 407,
Clearwater, FL   33756

Successful Portfolios LLC encourages you to compare credentials, experience and academic background before you engage an investment advisor. Successful Portfolios provides personalized financial plan.......

Gerald Shaw, CFP, Financial Advisor from Largo, Florida Gerald Shaw, CFP
Summit Advisors, LLC

7985 113th St. N.,
Suite 228,
Seminole, FL   33772

Summit Advisors, LLC is a full service tax and wealth management firm, located in Seminole, Florida. Our principal, Gerald "Jerry" Shaw, has more than 25 years of industry experience and, we are proud.......

Chad D. Schafer, Certified Financial Planner™, Financial Advisor from Largo, Florida Chad D. Schafer, Certified Financial Planner™
Securian Financial Services

3708 W. Swann Avenue,
Suite 201,
Tampa, FL   33609

Chad Schafer has earned the right to call himself a CFP® professional by voluntarily agreeing to meet rigorous education, examination, and experience standards. He participates in ongoing professional.......