Certified Financial Planners Financial Planning Financial Services

Contains listings of planners who are Certified Financial Planner (CFP) licensees. This designation is issued by the Certified Financial Planner Board of Standards, Inc. Individuals must pass an exam devised by the CFP Board and continue to meet its practice standards reequirements.

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• Robert Wacker and Associates - Fee-only financial planning firm located in San Luis Obispo, California.
  
• Branson, Fowlkes & Company, Inc. - Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news.
  
• Amy L. Whitlatch - Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
  
• Camarda Financial Advisors - Fee-only financial planners offers investment advice and articles.
  
• Tassel Capital Management, Inc. - Provides fee-only investment, financial and stewardship guidance including asset management services.
  
• FS Financial Strategies - Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
  
• Jahn Investment Advisors - Specializing in the financial concerns of women.
  
• Galecki Financial Management, Inc. - Fee only investment advisor firm providing asset management services to high net worth clientele.
  
• Cooper Management Service, Inc. - Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
  
• Raymond D. Mignone, CFP - Provides investment advice, portfolio management and college planning.
  
• George Papadopoulos, CPA/PFS, CFP - Provides portfolio management and fee-only financial planning services.
  
• Kiely Capital Management, Inc. - Provides fee-only financial planning, specializing in retirement planning.
  
• Independent Focus - Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
  
• PartnersInWealth - Provides financial planning and investment services.
  
• Peterson Planning - Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
  
• Ames Financial Services - Provides insurance services, investment and retirement planning, and college funding.
  
• Professional Financial Strategies, Inc. - Providing fee-only wealth management services.
  
• Miceli Financial Planning - Offering financial planning and investment management services.
  
• John M. Scherer, CFP - A financial planning and advisory firm.
  
• Foster Group, Inc. - Financial planning and investment advisory firm. Principals profiles, fee description.
  
• Brady & Associates Financial Services - Provides personal financial planning services in Australia.
  
• Clarity Financial Group - Services includes estate preservation, college planning and retirement planning.
  
• Independence Financial Planners - Fee-only experts based in London, England and Denver, CO., USA, serving the international community.
  
• Abuls, Bone & Eller - Offering investment management and financial and retirement planning services.
  
• Spinnaker Financial Advisors, PLLC - Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
  
• Rockwood Wealth Management - An independent fee only financial planning and investment management firm with locations in Annapolis, Maryland and New Hope, Pennsylvania.
  
• National Association of Personal Financial Advisors (NAPFA) - 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.
  
• Financial Planners Standards Council - The Canadian regulatory organization awarding the Certified Financial Planner designation.
  
• Hershberger Financial Services - Offers financial planning and investment services.
  
• Wealth Management Advisors Inc. - Financial planners and advisors located in Overland Park, KS.
  
• Blattel & Associates - Offers investment and retirement planning services.
  
• Premier Capital Advisors, Inc. - CFP providing investment advice and financial planning services.
  
• Wheeler Wealth Management, Inc. - Financial planning and investment advisory firm offering retirement and tax planning.
  
• Barrios Financial Services - Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
  
• Capital Strategies Inc. - Offers financial planning to individuals, corporations and institutions.
  
• Multop Financial - A private tax and financial planning firm located in Bellingham, Washington.
  
• Hatch & Muir - 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.
  
• R. Douglas Pauley, MBA, CFP - Provides fee-only financial planning and investment advisory services.
  
• Armstrong MacIntyre & Severns, Inc. - Offers financial planning, portfolio management and retirement planning services.
  
• Cambridge Financial Group - Fee-only tax planning and preparation, estate planning, insurance and investments.
  
• Stephen R. Hample, CFP - Offers advice in the areas of estate and retirement planning, and planned giving.
  
• Personal Financial Solutions, Inc. - Offeringing portfolio management, investment advice and financial planning.
  
• Buff Capital Management - Providing financial planning and asset management services. Features articles and links to financial resources and services.
  
• Financial Planning Association - Organization comprised solely of CFP licensees.
  
• Stephen J. Golembiowski, CFP, CLU, ChFC - Provides financial services to individuals and businesses.
  
• D. Scott Neal, Inc. - Offering financial planning and investment advisory services, including insurance planning, risk management, budgeting, income tax and college planning, education funds, debt and money management.
  
• Nigel Taylor, CFP - Provides domestic and international financial, retirement and estate planning.
  
• Humphreys Group - Fee-only CFPs provide financial planning and investment advice to individuals and families.
  
• Columbus Financial Group - Financial planning and registered investment advisory services.
  
• David T Martula, CFP - Hadley, Massachusetts firm offers fee-only financial planning services.
  
• Bob Stowe, CFP - Financial advisor providing portfolio management and financial planning services.
  
• Financial Advisory Service, Inc. - Offering financial planning, estate planning, investment management and individual consulting services.
  
• Ross L. Marino CFP - Providing portfolio and wealth management services.
  
• Starks Financial Group Inc. - Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
  
• Stiles Financial Services, Inc. - Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
  
• Financially Speaking, Inc. - Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.
  
• Kring Financial Management, Inc. - Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
  
• James R Johnson, CFP - Features portfolio management and financial planning services.
  
• Broussard Financial Group - Provides education for financial, investment and retirement planning.
  
• Herr Capital Management - Certified Financial Planner and CPA offering estate and tax planning.
  
• Certified Financial Planners Board of Standards, Inc. - 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.
  
• BG Financial - Specializes in providing fee-only financial planning and investment advice.
  
• CanWealth Financial Services - Specializing in retirement, estate and corporate planning. Company information, staff profiles.
  
• Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P. - Focusing on the investing needs of retirees and soon-to-be retirees.
  
• The Garrett Planning Network, Inc. - Provides fee-only financial planning and advice.
  
• The Main Street Group, Ltd - Offers full range of financial planning products and services.
  
• Parlan Financial Corp. - Provides fee-only financial planning, investment management and corporate seminars.
  
• J. Paul Wilson - Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
  
• Focus Financial Network, Inc. - Providing investment and financial advice, and portfolio management.
  
• Objective Financial Advisors, Inc. - Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
  
• Armstrong Financial Strategies - Provides financial planning, divorce planning and asset management.
  
• Pollock Planning Associates, Inc. - Providing investment, tax planning, retirement planning, and estate planning services.
  
• Falcon Financial Management, Inc. - Provides financial planning, management, and investment services.
  
• Integrated Financial Strategies - Offers investments, divorce planning, wealth management, and retirement planning.
  
• Roberts & Fails, P.C. - Offering financial planning and tax advisory services to individuals, families and businesses.
  
• Tyler & Associates - Offers fee-only asset management and investment advising, tax preparation and estate planning.
  
• Asset Planning Corporation - Offers investment, retirement and financial management to individuals, families, and corporations.
  
• Kooman and Associates, Inc. - Assists investors in a full-range of financial and estate services.
  
• Anthony Harding & Partners Limited - Specialising in investment planning and asset management services for private clients.
  
• W. David Coffman, CPA, CFP - Offers financial planning and consultation services.
  
• Paul Knoblich: Certified Financial Planner - Retirement accumulation and distribution specialist.
  
• Modular Financial Solutions Inc. - Certified financial planner is a fee-only financial planning firm.
  
• Lassus Wherley and Associates, P.C. - Provides fee-only financial planning, investment management and tax preparation.
  
• Joel Isaacson & Co - New York CPA and CFP assisting with personal estate, investment, and financial planning.
  
• Spraker, Fitzgerald, Tamayo and Moisand, LLC - Providing financial, estate and retirement planning and investment advisory services on a fee-only basis. description of services, links to financial resources.
  
• Thorne Asset Management, Inc. - Provides financial planning and investment management services.
  
• The Jentner Financial Group - Certified personal wealth managers.
  
• Benefit Planning Services - Fee-only investment management, financial planning and charitable consulting.
  
• Altius Financial Advisors, L.L.C. - Fee-only financial planning and investment advisory firm.
  
• Blankenship Financial Planning, Ltd. - Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
  
• Frost Financial - Provides advice in the areas of investment, estate, insurance and tax planning.
  
• Ronald B. Wiser & Associates - Providing financial planning for individuals, businesses and organizations.
  
• Charles Geraci - Specializes in personal financial, tax and estate planning and consulting.
  
• Pinnacle Financial Services - Provides financial planning products and services and wealth accumulation strategies.
  
• Larry Cogdell, CFP - Provides financial planning, investment products and free tools and information.
  
• Alden Capital Management - Provides retirement and estate planning, as well as investment advisory services.
  
• LPL Financial Services - Financial planner offers financial advice to individuals and small businesses.
  
• Lifetime Financial Planning - Provides fee-only financial planning and investment advice for middle-income clients.
  
• Tucker Financial Services Inc. - Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
  
• Northstar Financial Planning, Inc. - CFP provides fee-only financial planning services.
  
• Planmark Financial Services - Advisor provides financial planning, plan administration, and investment management.
  
• Douglas F. Hudson, CFP - Offers Canadians information in the areas of retirement, estate, tax and investment planning.
  
• Thomas J. Hahn, CFP - Provides investment and retirement planning services.
  
• John D. Caffrey, Jr. CFP - Investment advisory firm providing portfolio management and financial planning services.
  
• Karen A. Ibach, CFP - Provides retirement planning, college funding, and financial planning services.
  
• George H. Coughlin II, CFP - Provides financial and IRA planning services.
  
• Pacific Wealth Management, LLC - Provides financial planning, divorce planning and asset management services.
  
• Compass Advisors LLC - A fee-only financial planning firm in Atlanta, Georgia.
  
• Montecito Capital Management, LLC - Specializing in financial planning, retirement services, investment management and portfolio management.
  
• Beck Financial Strategies, Inc. - Fee-based CFP firm provides life planning and financial planning services.
  
• Security Financial Services - Offers a full range of financial planning services.
  
• G. Eric Faddis, CFP - Provides financial advice to professionals, small business owners, retirees and individuals.
  
• Kean Songy, CFP - Financial project management and financial planning consultant located in Dallas, TX.
  
• Investors Group Financial Services Inc. - Offers advice on investing, mutual funds, retirement planning, life insurance. Features principals' profiles and articles.
  
• Fazio and Associates - Fee-based managed accounts, retirement planning, and educational and fund strategies.
  
• Carol Gosho, CFP - Providing portfolio management and financial planning services.
  
• Folk Financial Planning - Offers holistic financial planning to clients on a fee-only basis.
  
• Yeske and Company - Offers articles, market updates, discussion areas, and financial planning services.
  
• Mackensen & Company, Inc. - Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
  
• Jonathan Smith & Co. - Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly market commentaries.
  
• Sage Advisory Group, LLC - Offers financial and investment advice to individuals and families on a fee-only basis.
  
• Joan Siegel, CFP - Provides financial planning, tax preparation services and educational resources.
  
• Owens Financial - CFP provides portfolio management and financial planning services.
  
• David Twenhafel, CFP - Rockville, MD firm offers financial planning to people in the process of divorce.
  
  

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