CFP®-certified advisors in the US
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, retirement, and financial goals with a trusted credential backing their expertise. Without a CFP® certification, an advisor might miss key planning steps or misunderstand complex financial rules that affect your future.
- Certified training. CFP® certification means the advisor has completed rigorous education and exams covering investments, taxes, retirement, and estate planning.
- Holistic planning approach. Ask how they integrate your entire financial picture, not just isolated parts like investments or insurance.
- Ethical standards. CFP® professionals agree to a code of ethics, which guides how they handle conflicts and client interests.
- Experience matters. Inquire about their years working with clients to navigate real-life financial challenges and changes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sarah C
CFP®, Series 63, Series 65
Boston, MA
Santander Securities LLC
Sarah Currier Barrella's CFP® certification and 26 years of experience equip her to provide comprehensive financial planning, including retirement and income strategies. Based in Boston with Santander Securities LLC, she offers ESG investing and tax-loss harvesting, charging a 1.30% AUM fee, and serves a diverse client base through discretionary portfolio management, distinguishing her from advisors with narrower focuses or less extensive firm resources.
Experience: 26 years
Avg account: $263,306
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Elanna G
CFP®, Series 66
Cleveland, OH
Cambridge Investment Research Advisors
Elanna Gould's CFP® certification and five years of experience equip her to address retirement income strategies and plans for business owners, aligning well with comprehensive financial planning needs. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse client services, she brings additional expertise from her background at PepsiCo and The Cleveland Clinic, distinguishing her through a blend of corporate and independent insurance experience.
Experience: 5 years
Avg account: $378,281
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Ethan S
CFP®, Series 65
Auburn Hills, MI
Plante Moran FInancial Advisors
Ethan Siekkinen is equipped to assist with comprehensive financial planning as a CFP®-certified advisor at Plante Moran Financial Advisors, which offers services including investment advisory and estate planning. His firm employs strategic asset allocation and a proprietary equity market valuation model, differentiating him with a data-driven investment approach and flat-fee options, catering to high-net-worth clients in Auburn Hills, MI.
Experience: 0 years
Avg account: $6,397,023
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Thomas M
CFP®, Series 63, Series 65
Irving, TX
Raymond James Financial
Thomas Mcintire's CFP® certification and 33 years of experience equip him to provide comprehensive financial planning, including retirement and business succession strategies. Affiliated with Raymond James Financial, a large firm serving diverse clients, he offers flat-fee and hourly fee structures, which may appeal to those seeking transparent pricing and tailored investment consulting in Irving, TX.
Experience: 33 years
Avg account: $700,796
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Jace H
CFP®, Series 63, Series 66
Hurst, TX
Leo Wealth, LLC
Jace Hart's CFP® certification and eight years of experience equip him to provide comprehensive financial planning and investment advisory services, ideal for those seeking expert guidance in managing complex financial needs. Operating from Leo Wealth, LLC in Hurst, TX, he offers flat-fee and AUM-based pricing, focusing on clients like established professionals and high earners, with specialties including options strategies, real estate investing, and retirement plans for business owners.
Experience: 8 years
Avg account: $1,870,001
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