PLANNER | CITY | STATE | WEBSITE | EMAIL | PHONE |
Angela M. Caballero, CFP® | Tucson | AZ | www.ascensioncp.net | [email protected] | 520-955-2727 |
John Lee, CFP® | Fremont | CA | www.massmutual.com | [email protected] | 650-319-8210 |
Morgan Christen, CFP® | Newport Beach | CA | | [email protected] | 949-396-6703 |
Hannah Depew, CFP® | San Diego | CA | www.truuwaterfinancial.com | [email protected] | 858-764-3811 |
Michael Hansen, CFP® | Walnut Creek | CA | www.FrontierWealthStrategies.com | [email protected] | 925-390-3971 |
Jamie Rugg, CFP® | West Hollywood | CA | www.charlesworthrugg.com | [email protected] | 424-225-1141 |
Mike Alves, CFP® | Pasadena | CA | www.vidapw.com | [email protected] | 626-993-6723 |
Ciano Villaquiran, CFP® | San Diego | CA | www.curofp.com | [email protected] | 626-320-6391 |
Ariadne Horstman, CFP® | Palo Alto | CA | www.appreciatefinance.com | [email protected] | 650-687-7089 |
Katrina Soelter, CFP® | Los Angeles | CA | www.kcswealth.com | [email protected] | 310-734-4740 |
John Manocchio, CFP® | Truckee | CA | www.myadvisor.wradvisors.com | [email protected] | 530-412-3757 |
Abraham Martinez | San Francisco | CA | www.briofg.com | [email protected] | 707-688-0321 |
Steven Fox, CFP® | San Diego | CA | www.NextGenFinancialPlanning.com | [email protected] | 619-363-5187 |
Karl Frank, CFP® | Denver | CO | www.assetsandincome.com | [email protected] | 303-690-5070 |
Nathan Sumner, CFP® | Denver | CO | www.nsumner.wradvisors.com | [email protected] | 720-613-6160 |
Geoffrey Kanner, CFP® | North Haven | CT | www.KannerFinancialSerices.com | [email protected] | 203-239-5370 |
Tony Brown, CFP® | Stamford | CT | www.abundant-wealth.com | [email protected] | 203-661-3441 |
Ken Nuttall, CFP® | Wilmington | DE | www.Blackdiamondwealth.com | [email protected] | 302-893-7985 |
Michael Hennessy, CFP® | Fort Lauderdale | FL | www.harborcrestwealth.com | [email protected] | 954-210-7890 |
Christian Stearns, CFP® | Fort Myers | FL | www.ConteWealth.com | [email protected] | 239-288-4237 |
LaToya Maddox, CFP® | Marietta | GA | www.latoyamaddox.com | [email protected] | 678-892-6988 |
Lee Pence, CFP® | Woodstock | GA | www.PenceFinancialWeb.net | [email protected] | 678-354-9353 |
Raymond Giese, CFP® | Arlington Heights | IL | www.cfpathways.com | [email protected] | 847-915-0695 |
Tess Zigo, CFP® | Lisle | IL | www.Emergews.com | [email protected] | 630-864-1068 |
Tammy Wener, CFP® | Lincolnshire | IL | www.rwfinancialplanning.com | [email protected] | 847-777-0272 |
Edward Wildermuth, CFP® | Indianapolis | IN | www.yourclearsolution.biz | [email protected] | 615-967-4222 |
Maura Griffin, CFP® | Lenox | MA | www.bluesparkfinancial.com | [email protected] | 212-537-3999 |
Luke Neumann, CFP® | Boston | MA | www.crestwoodadvisors.com | [email protected] | 617-226-0028 |
Patrick Phelan, CFP® | Hyannis | MA | | [email protected] | 508-362-2915 |
Shaun Erickson, CFP® | Boston | MA | www.spcfo.com | [email protected] | 617-600-0511 |
Marguerita Cheng, CFP® | Gaithersburg | MD | www.blueoceanglobalwealth.com | [email protected] | 301-502-5306 |
Steven Dengler | Towson | MD | www.mosaicassetpartners.com | [email protected] | 410-821-0089 |
Suzette Rothberg, CFP® | Delano | MN | | [email protected] | 763-515-0206 |
Travis Apollo Haage, CFP® | Saint Paul | MN | www.apolloworksfinancial.com | [email protected] | 651-571-0556 |
Bray Creech, CFP® | Asheville | NC | www.joeladamsasheville.com | [email protected] | 828-251-9700 |
Kristina George, CFP® | Windham | NH | www.northstarfp.com | [email protected] | 603-458-2776 |
John J. Crosby, CFP® | Manasquan | NJ | | [email protected] | 732-706-0912 |
Gaurang (GP) Pandya, CFP® | Martinsville | NJ | www.alliedwealthpartners.com | [email protected] | 732-630-7912 |
Joshua M. Flatley, CFP® | Reno | NV | www.xvector.ltd | [email protected] | 775-453-0010 |
Adam Kozak, CFP® | Eastchester | NY | www.KPLFG.COM | [email protected] | 914-222-9695 |
Jennifer Kang, CFP® | New York | NY | | [email protected] | 718-431-5724 |
Carol O'Rourke, CFP® | New York | NY | www.Shorfinancialwellness.com | [email protected] | 917-902-0685 |
Robert Hernandez, CFP® | New York | NY | www.FinancialPlannerNY.com | [email protected] | 866-506-9336 |
Matthew Ricks, CFP® | New York | NY | www.ameripriseadvisors.com/matthew.g.ricks | [email protected] | 917-409-7878 |
James Lee, CFP® | Saratoga Springs | NY | www.leemgt.com | [email protected] | 518-580-0088 |
Brett A. Koeppel, CFP® | Buffalo | NY | www.eudwealth.com | [email protected] | 716-362-1182 |
Lou Abrams, CFP® | New York | NY | www.Fisecal.com | [email protected] | 570-604-3903 |
Anora Gaudiano, CFP® | New York | NY | www.wealthspire.com | [email protected] | 917-459-0920 |
Robert End, CFP® | New York | NY | www.retirable.com | [email protected] | 414-788-0023 |
Sana Haque, CFP® | Columbus | OH | www.gianolafinancial.com | [email protected] | 614-340-0770 |
Kristen Buchanan, CFP® | West Chester | OH | www.cincinnatiinvestmentadvisors.com | [email protected] | 513-575-3930 |
Dawn Santoriello, CFP® | King of Prussia | PA | www.dsfinancialstrategeis.com | [email protected] | 215-660-0288 |
Nathan Beauvais, CFP® | Lincoln | RI | www.sowafinancial.com | [email protected] | 401-434-8090 |
Leona Edwards, CFP® | Nashville | TN | | [email protected] | 615-673-7795 |
Robert Bolen, CFP® | Franklin | TN | www.touchstonepathway.com | [email protected] | 615-268-9531 |
Tim Griesdorn, CFP® | San Antonio | TX | www.uiw.edu/hebsba/faculty/tim_griesdorn | [email protected] | 806-535-8888 |
Melissa Brennan, CFP® | Plano | TX | www.arsprivatewealth.com | [email protected] | 877-272-2201 |
Joshua Bush, CFP® | North Salt Lake | UT | | [email protected] | 703-984-9490 |
Joseph Stemmle, CFP® | Richmond | VA | | [email protected] | 804-304-4807 |
Paul Spencer, CFP® | Richmond | VA | | [email protected] | 804-937-8617 |
Christopher Woods, CFP® | Alexandria | VA | www.lifepointfinancialgroup.com | [email protected] | 571-357-5399 |
Weslie Green, CFP® | Midlothian | VA | www.ameripriseadvisors.com/weslie.green | [email protected] | 804-419-2542 |
Stephanie Shinn, CFP® | Tacoma | WA | | [email protected] | 253-882-6475 |
Todd Koyama, CFP® | Spokane | WA | www.selkirkwealth.com | [email protected] | 509-270-2886 |
Terry Bradford-Crane, CFP® | South Colby | WA | www.peaceofmindwaypoints.com | [email protected] | 805-407-1694 |
Chad Nehring, CFP® | Appleton | WI | www.ontrackadvisor.com | [email protected] | 920-731-9500 |
Jeffrey Schouten, CFP® | Mequon | WI | www.annexwealth.com | [email protected] | 414-975-6016 |
Deanne Phillips, CFP® | Elm Grove | WI | | [email protected] | 262-786-6363 |