Certified Financial Planner (CFP) in Largo, Florida

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Summary:

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)


Website:

www.cfp-board.org

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Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.

Premium Financial Advisors Listing

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

Travis Sickle, CFP®, AAMS®, CRPC®, RFC®

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 Advisors is dedicated tow...

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

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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

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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

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...

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