CFP®-certified financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a CFP®-certified financial advisor when you want comprehensive help managing your money, from budgeting to investing and retirement planning. Without a certified planner, you risk missing connections between your goals and the financial steps needed to reach them.
- Holistic financial planning. Look for advisors who integrate your income, expenses, and future goals into one clear plan.
- Tax-aware investing. Confirm they consider how investment choices affect your tax situation, not just returns.
- Retirement readiness. Ask how they assess your savings and income sources to help you maintain your lifestyle.
- Debt and cash flow management. Ensure they address your current debts and spending habits as part of your overall strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Sarah C
CFP®, Series 63, Series 65
Boston, MA
Santander Securities LLC
Sarah Currier Barrella's 26 years of experience and CFP® certification equip her to provide comprehensive financial planning, including ESG investing, tax-loss harvesting, and retirement income strategies. Based in Boston with Santander Securities LLC, she serves a diverse clientele through wrap-fee advisory programs and discretionary portfolio management, offering a 1.30% AUM fee that reflects her seasoned, independent approach.
Experience: 26 years
Avg account: $263,306
-
Elanna G
CFP®, Series 66
Cleveland, OH
Cambridge Investment Research Advisors
Elanna Gould's CFP® certification and six years of experience equip her to provide comprehensive retirement income strategies and business owner retirement plans, aligning well with holistic financial planning needs. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse client services, she stands out by combining institutional resources with personalized consulting, suitable for clients seeking structured yet flexible financial guidance in Cleveland, OH.
Experience: 6 years
Avg account: $378,281
-
Ethan S
CFP®, Series 65
Auburn Hills, MI
Plante Moran FInancial Advisors
Ethan Siekkinen, a CFP®-certified advisor in Auburn Hills, MI, offers expertise in options and derivatives strategies, private investments, and wealth management, suitable for high-net-worth clients seeking comprehensive financial planning. His firm, Plante Moran Financial Advisors, employs strategic asset allocation and proprietary market valuation models, providing a blend of fundamental and technical analysis, with flexible flat-fee and hourly pricing options that differentiate him from other advisors.
Experience: 1 year
Avg account: $6,397,023
-
Jace H
CFP®, Series 63, Series 66
Rockwall, TX
Rockwall Wealth Management
Jace Hart's CFP® certification and nine years of experience equip him to provide comprehensive financial planning, including retirement income strategies and active portfolio management, suitable for clients seeking holistic money management. Operating from Rockwall, TX, he offers flat-fee and hourly options through Rockwall Wealth Management, which uses diversified ETF portfolios and third-party managers, distinguishing his approach with specialized investment strategies and a broad client base.
Experience: 9 years
Avg account: $499,118
-
Jeffrey M
CFP®, ChFC®, Series 66
Greenville, DE
Investment Management & Planning LLC
Jeffrey Macdonald, a CFP® and ChFC® with 18 years of experience, specializes in retirement and business succession planning, serving mid-career and established professionals in Greenville, DE. His firm offers fee-based advisory services with negotiable fees up to 2.5% AUM and $175 hourly, focusing on individualized asset allocation and ongoing account supervision, distinguishing him from others by combining comprehensive planning with high-net-worth client expertise.
Experience: 18 years
Avg account: $466,894
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular nationally
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")