Certified Financial Planner (CFP) in Phoenix, Arizona

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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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Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.

Premium Financial Advisors Listing

Martin T. Cole CFP, ChFC, CLU, AAMS, Financial Advisor from Phoenix, Arizona

Martin T. Cole CFP, ChFC, CLU, AAMS

Distance: 17 miles

Financial Peace of Mind! Let the Client Focused Advisors of Cole Wealth Management develop a personalized financial plan and investment strategy to guide you to your goals. At Cole Wealth Management, we specialize in providing financial simplicity and peace of mind for executives, entrepreneurs, professional athletes, retirees and business entities...

David Rosenthal, CFP, Financial Advisor from Phoenix, Arizona

David Rosenthal, CFP

Distance: 17 miles

If you are an entrepreneur with your own business or thinking about selling your business, a corporate executive with complex company benefits, a divorcee figuring out your finances, or looking to retire soon then my experience will be of benefit to you. Each type of client I work with has a unique set of circumstances and needs, but the common t...

David A. Gray CFP, CRPC, Financial Advisor from Phoenix, Arizona

David A. Gray CFP, CRPC

Distance: 24 miles

With increasingly complex and unpredictable financial markets and longer life expectancies, working with an investment professional is more important than ever....

Other Financial Advisors Listing

Bob Burger, Financial Advisor from Phoenix, Arizona

Bob Burger

Sensible Money, LLC

NO COMMISSIONED ADVISORS WITH OVER 15 YEARS EXPERIENCE. Step by step, we show you what to do to improve your financial situation including tax planning, investment management, retirement planning and ...

John J. Chichester, Jr. , Financial Advisor from Phoenix, Arizona

John J. Chichester, Jr.

Chichester Financial Group LLC

Gain from an independent perspective. Chichester Wold Financial, LLC is an independently owned financial consulting firm with more than 17 years of dedicated personalized service to our clients. Our ...

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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only