Certified Financial Planner in Phoenix, AZ


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)



Please provide the information we need to match you with pre-screened Financial Advisors.
What advisory services do you need?
What is the size of your investment portfolio?
City: State:
First Name: Last Name:
Email Phone No:
Additional information (optional)
Privacy Policy | Terms & Conditions

What other users have to say

"Finance and investing are complicated subjects that I did not know a whole lot about before I started using this site. Thanks to this site I was able to meet with an advisor who was incredibly helpful. Thank you!"

- M Nielson, Los Angeles, CA

"Through this site, I was able to get in touch with a local and highly qualified financial planner to help me develop a personalized retirement plan!"

-Lisa B, Atlanta, GA

"I just got connected to 3 very nice advisors here in north Tampa. I did not want to drive downtown and if I had not used this service I may not have realized I could connect with a planner so close to home & work. I am working mom and needed someone close. I plan to use one I was matched to.It really works!"

- Linda Prescott, Temple Terrace, FL

Premium Advisors Listing

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

(480) 535-6342
14301 N 87th St,
Suite 307,
Scottsdale, AZ   85260
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

(480) 447-3613
8550 E Shea Blvd #130,
Scottsdale, AZ   85260
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

(480) 535-7446
17550 North Perimeter Drive,
Suite 140,
Scottsdale, AZ   85255
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 Advisors Listing

Bob Burger, Financial Advisor from Phoenix, Arizona Bob Burger
Sensible Money, LLC

7051 East Fifth Avenue Suite F,
Scottsdale, AZ   85251

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

3420 E. Shea Boulevard,
Suite 164,
Phoenix, AZ   85028

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 .......