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Certified Financial Planners


Directory > Business > Financial_Services > Financial_Planning > Certified Financial Planners
Related Categories:
   Business > Investing > Socially_Responsible > Money_Managers (39)
   Home > Personal_Finance > Money_Management (304)
   Reference > Education > Products_and_Services > Test_Preparation > Professional_Exams > Finance > CFA (10)


On Target - DR (9/10)On Target - DR (9/10) Yeske and Company - http://www.yeske.com/
Offers articles, market updates, discussion areas, and financial planning services.
10 Listings - DR (9/10)10 Listings - DR (9/10) LPL Financial Services - http://www.lpl.com/html/index.html
Financial planner offers financial advice to individuals and small businesses.
On Target - DR (8/10)On Target - DR (8/10) National Association of Personal Financial Advisors (NAPFA) - http://www.napfa.com/
Group for fee-only planners to enhance their own skills, market their services and be a part of a collective, influential voice on matters that affect them and their clients. History, bylaws, officers, awards and achievements, and contact information.
On Target - DR (8/10)On Target - DR (8/10) Parlan Financial Corp. - http://www.parlan.com/
Provides fee-only financial planning, investment management and corporate seminars.
On Target - DR (7/10)On Target - DR (7/10) James R Johnson, CFP - http://www.financialdoc.com/
Features portfolio management and financial planning services.
On Target - DR (7/10)On Target - DR (7/10) Camarda Financial Advisors - http://www.camarda.com
Fee-only financial planners offers investment advice and articles.
410 Listings - DR (7/10)410 Listings - DR (7/10) Kean Songy, CFP - http://home.flash.net/~kean/
Financial project management and financial planning consultant located in Dallas, TX.
On Target - DR (7/10)On Target - DR (7/10) George H. Coughlin II, CFP - http://www.iraplanning.com
Provides financial and IRA planning services.
On Target - DR (7/10)On Target - DR (7/10) Jonathan Smith & Co. - http://www.jonathansmith.com/
Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly market commentaries.
On Target - DR (7/10)On Target - DR (7/10) Focus Financial Network, Inc. - http://www.focusfinancial.com/
Providing investment and financial advice, and portfolio management.
On Target - DR (6/10)On Target - DR (6/10) Nigel Taylor, CFP - http://www.protectassets.com/
Provides domestic and international financial, retirement and estate planning.
On Target - DR (6/10)On Target - DR (6/10) Financial Advisory Service, Inc. - http://www.faskc.com/
Offering financial planning, estate planning, investment management and individual consulting services.
On Target - DR (6/10)On Target - DR (6/10) CanWealth Financial Services - http://www.canwealth.com/
Specializing in retirement, estate and corporate planning. Company information, staff profiles.
On Target - DR (6/10)On Target - DR (6/10) Buff Capital Management - http://buffcapital.com/
Providing financial planning and asset management services. Features articles and links to financial resources and services.
On Target - DR (6/10)On Target - DR (6/10) Abuls, Bone & Eller - http://www.abepcs.com/
Offering investment management and financial and retirement planning services.
On Target - DR (6/10)On Target - DR (6/10) Ross L. Marino CFP - http://www.rossmarino.com/
Providing portfolio and wealth management services.
On Target - DR (6/10)On Target - DR (6/10) Kiely Capital Management, Inc. - http://www.kielycapital.com/
Provides fee-only financial planning, specializing in retirement planning.
On Target - DR (6/10)On Target - DR (6/10) Benefit Planning Services - http://www.bpsfinancial.com/
Fee-only investment management, financial planning and charitable consulting.
On Target - DR (6/10)On Target - DR (6/10) Frost Financial - http://www.frostfinancial.com/
Provides advice in the areas of investment, estate, insurance and tax planning.
On Target - DR (6/10)On Target - DR (6/10) Professional Financial Strategies, Inc. - http://www.professionalfinancial.com/
Providing fee-only wealth management services.
On Target - DR (6/10)On Target - DR (6/10) Thorne Asset Management, Inc. - http://www.thorneasset.com/
Provides financial planning and investment management services.
On Target - DR (6/10)On Target - DR (6/10) Cooper Management Service, Inc. - http://www.cooperms.com/
Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
On Target - DR (6/10)On Target - DR (6/10) Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P. - http://www.michaeldallas.com/
Focusing on the investing needs of retirees and soon-to-be retirees.
On Target - DR (6/10)On Target - DR (6/10) Hatch & Muir - http://www.hatchmuir.com/
Provides advice and solutions in the areas of financial, retirement and estate planning. Specializes in severance and early retirement situations. Features investments and retirement savings calculators.
On Target - DR (6/10)On Target - DR (6/10) Ronald B. Wiser & Associates - http://www.ronwiser.com/
Providing financial planning for individuals, businesses and organizations.
On Target - DR (6/10)On Target - DR (6/10) Folk Financial Planning - http://www.karenfolk.com/
Offers holistic financial planning to clients on a fee-only basis.
On Target - DR (6/10)On Target - DR (6/10) The Garrett Planning Network, Inc. - http://www.smartnewchoice.com/
Provides fee-only financial planning and advice.
On Target - DR (6/10)On Target - DR (6/10) Spinnaker Financial Advisors, PLLC - http://www.spinnakerfinancial.com/
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
On Target - DR (6/10)On Target - DR (6/10) Ames Financial Services - http://www.amesfinancial.com/
Provides insurance services, investment and retirement planning, and college funding.
On Target - DR (6/10)On Target - DR (6/10) Raymond D. Mignone, CFP - http://www.raymignone.com/
Provides investment advice, portfolio management and college planning.
On Target - DR (6/10)On Target - DR (6/10) Certified Financial Planners Board of Standards, Inc. - http://www.cfp.net/
Regulatory organization that creates and enforces uniform standards of competency, practice and ethics of financial planners through professionally administered education, examination, experience and ethics requirements.
On Target - DR (6/10)On Target - DR (6/10) Herr Capital Management - http://www.herrcapital.com/
Certified Financial Planner and CPA offering estate and tax planning.
On Target - DR (6/10)On Target - DR (6/10) Karen A. Ibach, CFP - http://www.karenibach.com/
Provides retirement planning, college funding, and financial planning services.
On Target - DR (6/10)On Target - DR (6/10) PartnersInWealth - http://www.partnersinwealth.com/
Provides financial planning and investment services.
On Target - DR (6/10)On Target - DR (6/10) Columbus Financial Group - http://www.columbusfinancial.com/
Financial planning and registered investment advisory services.
On Target - DR (5/10)On Target - DR (5/10) Tassel Capital Management, Inc. - http://www.tasselcapital.com/
Provides fee-only investment, financial and stewardship guidance including asset management services.
On Target - DR (5/10)On Target - DR (5/10) Investors Group Financial Services Inc. - http://www.investorsleader.com/
Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.
On Target - DR (5/10)On Target - DR (5/10) Amy L. Whitlatch - http://www.amywhitlatch.com/
Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
On Target - DR (5/10)On Target - DR (5/10) Humphreys Group - http://www.humphreysgroup.com/
Fee-only CFPs provide financial planning and investment advice to individuals and families.
On Target - DR (5/10)On Target - DR (5/10) Stiles Financial Services, Inc. - http://www.stilesfinancial.com/
Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
On Target - DR (5/10)On Target - DR (5/10) Peterson Planning - http://www.petersonplanning.com/
Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
On Target - DR (5/10)On Target - DR (5/10) Pollock Planning Associates, Inc. - http://www.pollockplanning.com/
Providing investment, tax planning, retirement planning, and estate planning services.
On Target - DR (5/10)On Target - DR (5/10) Barrios Financial Services - http://barriosfinancial.com/
Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
On Target - DR (5/10)On Target - DR (5/10) Compass Advisors LLC - http://www.feeonlyplanning.com
A fee-only financial planning firm in Atlanta, Georgia.
On Target - DR (5/10)On Target - DR (5/10) Miceli Financial Planning - http://www.salmiceli.com/
Offering financial planning and investment management services.
On Target - DR (5/10)On Target - DR (5/10) Objective Financial Advisors, Inc. - http://www.objectiveadvisors.com/
Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
On Target - DR (5/10)On Target - DR (5/10) Financially Speaking, Inc. - http://www.financiallyspeak.com/
Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.
7 Listings - DR (5/10)7 Listings - DR (5/10) Douglas F. Hudson, CFP - http://www.rrsp.org/
Offers Canadians information in the areas of retirement, estate, tax and investment planning.
On Target - DR (5/10)On Target - DR (5/10) Jahn Investment Advisors - http://www.lelajahn.com/
Specializing in the financial concerns of women.
On Target - DR (5/10)On Target - DR (5/10) Hershberger Financial Services - http://www.hershbergerfinancial.com/
Offers financial planning and investment services.
On Target - DR (5/10)On Target - DR (5/10) Capital Strategies Inc. - http://www.capitalstrategiesinc.com/
Offers financial planning to individuals, corporations and institutions.
On Target - DR (5/10)On Target - DR (5/10) Modular Financial Solutions Inc. - http://www.modularfinancial.com/
Certified financial planner is a fee-only financial planning firm.
On Target - DR (5/10)On Target - DR (5/10) Rockwood Wealth Management - http://www.toalfinancial.com/
An independent fee only financial planning and investment management firm with locations in Annapolis, Maryland and New Hope, Pennsylvania.
On Target - DR (5/10)On Target - DR (5/10) Spraker, Fitzgerald, Tamayo and Moisand, LLC - http://www.sprakerfitzgerald.com/
Providing financial, estate and retirement planning and investment advisory services on a fee-only basis. description of services, links to financial resources.
On Target - DR (5/10)On Target - DR (5/10) Kring Financial Management, Inc. - http://www.kringfinancial.com/
Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
On Target - DR (5/10)On Target - DR (5/10) Sage Advisory Group, LLC - http://www.sageadvisorygroup.com/
Offers financial and investment advice to individuals and families on a fee-only basis.
On Target - DR (5/10)On Target - DR (5/10) Starks Financial Group Inc. - http://www.starksfinancial.com/
Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
On Target - DR (5/10)On Target - DR (5/10) R. Douglas Pauley, MBA, CFP - http://www.pauleyfinancial.com/
Provides fee-only financial planning and investment advisory services.
On Target - DR (5/10)On Target - DR (5/10) Joel Isaacson & Co - http://www.joelisaacson.com/
New York CPA and CFP assisting with personal estate, investment, and financial planning.
On Target - DR (5/10)On Target - DR (5/10) W. David Coffman, CPA, CFP - http://www.coffmanadvisors.com/
Offers financial planning and consultation services.
On Target - DR (5/10)On Target - DR (5/10) Premier Capital Advisors, Inc. - http://www.premiercapitaladvisors.com/
CFP providing investment advice and financial planning services.
On Target - DR (5/10)On Target - DR (5/10) Cambridge Financial Group - http://www.cambridgefinancialgroup.com/
Fee-only tax planning and preparation, estate planning, insurance and investments.
On Target - DR (5/10)On Target - DR (5/10) Tucker Financial Services Inc. - http://www.tuckerfinancialservices.com/
Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
On Target - DR (5/10)On Target - DR (5/10) Branson, Fowlkes & Company, Inc. - http://www.bransonfowlkes.com/
Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news.
On Target - DR (5/10)On Target - DR (5/10) BG Financial - http://www.planningmadeeasy.com/
Specializes in providing fee-only financial planning and investment advice.
On Target - DR (5/10)On Target - DR (5/10) Bob Stowe, CFP - http://www.stowefinancialplanning.com/
Financial advisor providing portfolio management and financial planning services.
On Target - DR (5/10)On Target - DR (5/10) Broussard Financial Group - http://www.broussardfinancialgroup.com/splash.cfm
Provides education for financial, investment and retirement planning.
On Target - DR (5/10)On Target - DR (5/10) Clarity Financial Group - http://www.clarityfinancialplanning.com/
Services includes estate preservation, college planning and retirement planning.
On Target - DR (5/10)On Target - DR (5/10) Asset Planning Corporation - http://www.assetplanningcorp.com/
Offers investment, retirement and financial management to individuals, families, and corporations.
On Target - DR (5/10)On Target - DR (5/10) Paul Knoblich: Certified Financial Planner - http://www.paulknoblich.com/
Retirement accumulation and distribution specialist.
On Target - DR (5/10)On Target - DR (5/10) Lassus Wherley and Associates, P.C. - http://www.lassuswherley.com/
Provides fee-only financial planning, investment management and tax preparation.
On Target - DR (5/10)On Target - DR (5/10) Blankenship Financial Planning, Ltd. - http://www.BlankenshipFinancialPlanning.com/
Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
On Target - DR (5/10)On Target - DR (5/10) Roberts & Fails, P.C. - http://www.robertsandfails.com/
Offering financial planning and tax advisory services to individuals, families and businesses.
On Target - DR (5/10)On Target - DR (5/10) John D. Caffrey, Jr. CFP - http://www.castlefinancialadvisors.com/
Investment advisory firm providing portfolio management and financial planning services.
On Target - DR (5/10)On Target - DR (5/10) Joan Siegel, CFP - http://www.joandsiegel.com/
Provides financial planning, tax preparation services and educational resources.
On Target - DR (5/10)On Target - DR (5/10) J. Paul Wilson - http://www.jpw.ca/
Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
On Target - DR (5/10)On Target - DR (5/10) George Papadopoulos, CPA/PFS, CFP - http://www.thefeeonlyplanner.com/
Provides portfolio management and fee-only financial planning services.
On Target - DR (4/10)On Target - DR (4/10) The Main Street Group, Ltd - http://www.themainstreetgroup.com/
Offers full range of financial planning products and services.
On Target - DR (4/10)On Target - DR (4/10) Altius Financial Advisors, L.L.C. - http://www.altiusfin.com/
Fee-only financial planning and investment advisory firm.
On Target - DR (4/10)On Target - DR (4/10) Personal Financial Solutions, Inc. - http://www.mypersonalfinancialsolutions.com/
Offeringing portfolio management, investment advice and financial planning.
On Target - DR (4/10)On Target - DR (4/10) Tyler & Associates - http://www.tax-finance.com/
Offers fee-only asset management and investment advising, tax preparation and estate planning.
On Target - DR (4/10)On Target - DR (4/10) Alden Capital Management - http://www.alden-capital.com/
Provides retirement and estate planning, as well as investment advisory services.
On Target - DR (4/10)On Target - DR (4/10) Owens Financial - http://www.owens-financial.com/
CFP provides portfolio management and financial planning services.
On Target - DR (4/10)On Target - DR (4/10) Armstrong Financial Strategies - http://www.armstrong-financial.com/
Provides financial planning, divorce planning and asset management.
On Target - DR (3/10)On Target - DR (3/10) Wealth Management Advisors Inc. - http://www.wealthmgt.com
Financial planners and advisors located in Overland Park, KS.
On Target - DR (3/10)On Target - DR (3/10) Kooman and Associates, Inc. - http://www.kooman.com/
Assists investors in a full-range of financial and estate services.
On Target - DR (3/10)On Target - DR (3/10) Multop Financial - http://www.multop.com/
A private tax and financial planning firm located in Bellingham, Washington.
On Target - DR (3/10)On Target - DR (3/10) Planmark Financial Services - http://www.e-planmark.com/
Advisor provides financial planning, plan administration, and investment management.
On Target - DR (3/10)On Target - DR (3/10) Pinnacle Financial Services - http://www.pfslink.com/
Provides financial planning products and services and wealth accumulation strategies.
On Target - DR (3/10)On Target - DR (3/10) Security Financial Services - http://www.sfsplanning.com/
Offers a full range of financial planning services.
On Target - DR (3/10)On Target - DR (3/10) Beck Financial Strategies, Inc. - http://www.beckfs.com/
Fee-based CFP firm provides life planning and financial planning services.
On Target - DR (3/10)On Target - DR (3/10) Fazio and Associates - http://www.mnplanner.com/
Fee-based managed accounts, retirement planning, and educational and fund strategies.
On Target - DR (3/10)On Target - DR (3/10) Foster Group, Inc. - http://www.fostergrp.com/
Financial planning and investment advisory firm. Principals profiles, fee description.
On Target - DR (3/10)On Target - DR (3/10) Northstar Financial Planning, Inc. - http://www.northstarfp.com
CFP provides fee-only financial planning services.
On Target - DR (3/10)On Target - DR (3/10) Robert Wacker and Associates - http://www.rewacker.com/
Fee-only financial planning firm located in San Luis Obispo, California.
On Target - DR (3/10)On Target - DR (3/10) D. Scott Neal, Inc. - http://www.dsneal.com/
Offering financial planning and investment advisory services, including insurance planning, risk management, budgeting, income tax and college planning, education funds, debt and money management.
On Target - DR (3/10)On Target - DR (3/10) The Jentner Financial Group - http://www.jentner.com
Certified personal wealth managers.
On Target - DR (3/10)On Target - DR (3/10) Charles Geraci - http://www.cgeraci.com/
Specializes in personal financial, tax and estate planning and consulting.
On Target - DR (3/10)On Target - DR (3/10) David T Martula, CFP - http://martula.com
Hadley, Massachusetts firm offers fee-only financial planning services.
On Target - DR (3/10)On Target - DR (3/10) John M. Scherer, CFP - http://www.trinfin.com/
A financial planning and advisory firm.
On Target - DR (3/10)On Target - DR (3/10) Galecki Financial Management, Inc. - http://www.galecki.com/
Fee only investment advisor firm providing asset management services to high net worth clientele.
On Target - DR (3/10)On Target - DR (3/10) Thomas J. Hahn, CFP - http://www.myhdvest.com/thomashahn
Provides investment and retirement planning services.
On Target - DR (2/10)On Target - DR (2/10) Integrated Financial Strategies - http://www.ifslegacy.com/
Offers investments, divorce planning, wealth management, and retirement planning.
On Target - DR (2/10)On Target - DR (2/10) FS Financial Strategies - http://www.fsfinancialstrategies.com/
Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
On Target - DR (2/10)On Target - DR (2/10) Carol Gosho, CFP - http://www.carolgosho.com/
Providing portfolio management and financial planning services.
On Target - DR (2/10)On Target - DR (2/10) Blattel & Associates - http://www.blattels.com/
Offers investment and retirement planning services.
On Target - DR (2/10)On Target - DR (2/10) Stephen J. Golembiowski, CFP, CLU, ChFC - http://www.stevegfinancial.com/
Provides financial services to individuals and businesses.
On Target - DR (2/10)On Target - DR (2/10) Lifetime Financial Planning - http://www.lifetimefp.net/
Provides fee-only financial planning and investment advice for middle-income clients.
On Target - DR (2/10)On Target - DR (2/10) Mackensen & Company, Inc. - http://www.mackensen.com/
Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
On Target - DR (2/10)On Target - DR (2/10) Falcon Financial Management, Inc. - http://www.ffmonline.net/
Provides financial planning, management, and investment services.
On Target - DR (2/10)On Target - DR (2/10) Pacific Wealth Management, LLC - http://www.pacwealth.net/
Provides financial planning, divorce planning and asset management services.
On Target - DR (2/10)On Target - DR (2/10) David Twenhafel, CFP - http://www.divorce-and-money.com
Rockville, MD firm offers financial planning to people in the process of divorce.
On Target - DR (2/10)On Target - DR (2/10) Larry Cogdell, CFP - http://www.planner4u.com/
Provides financial planning, investment products and free tools and information.
On Target - DR (2/10)On Target - DR (2/10) Financial Planning Association - http://www.fpanet.org/
Organization comprised solely of CFP licensees.
On Target - DR (2/10)On Target - DR (2/10) Montecito Capital Management, LLC - http://www.mcapitalmgt.com/
Specializing in financial planning, retirement services, investment management and portfolio management.
On Target - DR (2/10)On Target - DR (2/10) Armstrong MacIntyre & Severns, Inc. - http://www.amsindc.com/
Offers financial planning, portfolio management and retirement planning services.
On Target - DR (2/10)On Target - DR (2/10) Wheeler Wealth Management, Inc. - http://www.wheelerwealthmgmt.com/
Financial planning and investment advisory firm offering retirement and tax planning.
On Target - DR (1/10)On Target - DR (1/10) Financial Planners Standards Council - http://www.cfp-ca.org/
The Canadian regulatory organization awarding the Certified Financial Planner designation.
On Target - DR (1/10)On Target - DR (1/10) Stephen R. Hample, CFP - http://www.financial-planning-mt.com/
Offers advice in the areas of estate and retirement planning, and planned giving.
On Target - DR (1/10)On Target - DR (1/10) Independent Focus - http://www.i-focus.co.za/
Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
On Target - DR (0/10)On Target - DR (0/10) The Fry Group - http://www.thefrygroup.co.uk
Provides tax and financial advice to British expatriates and UK residents.
On Target - DR (0/10)On Target - DR (0/10) Independence Financial Planners - http://independencefp.co.uk
Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
On Target - DR (0/10)On Target - DR (0/10) Brady & Associates Financial Services - http://www.bradyassoc.com.au
Provides personal financial planning services in Australia.
On Target - DR (0/10)On Target - DR (0/10) Anthony Harding & Partners Limited - http://www.hardingpartners.co.uk/
Specialising in investment planning and asset management services for private clients.

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