Certified Financial Planner New York

This article will discuss the nature of the position of a certified financial planner and what a CFP can do for you. You will learn here about estate planning, personal finance, retirement planning, and what is entailed in the job of a certified financial planner.


1 . Local Companies

Joel Isaacson
Joel Isaacson & Co., LLC

(212) 302-6300
546 Fifth Avenue, 20th Floor
New York, NY
Anthony DeVito
ADV Investment Management & Financial Planning

800-732-5031
151 Overlook Avenue
Staten Island, NY
Philip Capell
Piermont Wealth Management Inc.

(516) 496-7800
135 Crossways Park Drive, Suite 102
Woodbury, NY
John Belluardo
Stewardship Financial Services, Inc.

(914) 380-1421
39A Cedar Street
Dobbs Ferry, NY
Albert Zdenek
Traust Sollus Wealth Management, LLC

(212) 661-8682
405 Lexington Ave- 49th Floor
New York, NY
Gerard Barrasso
United Financial Planning Group, LLC

631-234-0871
5 Penn Plaza
New York, NY
Anthony DeVito
ADV Investment Management & Financial Planning

(914) 738-6313
500 Mamaroneck Avenue
Harrison, NY
Joseph Raimond
Raimond Financial Planning

(716) 692-8648
1876 Niagara Falls Boulevard, Suite 2
Tonawanda, NY
John Henry Low
Knickerbocker Advisors Inc.

(212) 717-8080
230 Park Avenue, Suite 456
New York, NY
Roman Franklin
Franklin Financial Planning, Inc.

866-653-9907
48 Wall Street (Financial District)
New York, NY
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2 . Certified Financial Planning Designations

There are many different designations of accreditation within the field of personal finance. While there is much crossover between the different designations and what they do in terms of financial planning, knowing what the accreditations are will be an excellent source of education when you are looking for a financial planner. It is a good idea to familiarize yourself with the different terms, as you will see them a lot when you are conducting your initial research.

An Accredited Estate Planner (AEP) is one dedicated to estate planning and will be able to assist you with all your legal and estate planning needs. A Certified Financial Planner (CFP) has a wider range of duties and obligations to you as a consumer, and will be able to help you with many of your financial goals. A Chartered Financial Analyst (CFA) is very similar to a CFP, but has different requirements for being accredited. A Chartered Investment Counselor (CIC) is a financial planner that works specifically with investment portfolios and has specialized knowledge in helping you reach your investment goals. Finally, a Chartered Life Underwriter (CLU) is a financial planner that will be able to assist you in reaching your financial planning needs when it comes to insurance assets and life insurance policies.

3 . The Credentials of a Certified Financial Planner

The process of becoming a certified financial planner is a long one, so when you choose a CFP as your financial planning professional, you can rest assured that their experience and education will work for you in the best way possible. To receive a CFP designation or accreditation with the CFP board, a lot of work and experience is required.
Your CFP will have either three years of work in the financial planning industry with a bachelor's degree, or five years work experience in the financial planning field. Every CFP will also have to pass an examination issued by the CFP board. In order to pass this exam, a full schedule of coursework is required that you will be able to take through most educational institutions. Also, in order to take the CFP exam, you must already have a CFA, CPA, or CLU accreditation, or hold a Ph.D. with either economics or business. Another option, if you do not have any of these credentials, is to hold a license for attorney. Once you undertake these courses and acquire the proper education credits, the CFP board will then accredit you.

4 . What Does the CFP Board Do?

The CFP Board accredits all qualified applicants with the Certified Financial Planning designation. It is also a regulatory board in that it offers online complaints for consumers experiencing difficulties with an accredited CFP. Within the CFP board is also a disciplinary process for practitioners holding the CFP designation that come under complaint. The CFP board is also responsible for ensuring professional status of all their members is up to date.

The CFP board is ultimately responsible for ensuring that ethical and competent financial planning professionals are available to the public. The CFP board is the owner of the certification designation of CFP for Certified Financial Planner and its accompanying logo. The CFP board is responsible for establishing and enforcing the experience, education, and ethical requirements of all its designees. As such, the CFP board recognizes and awards those who have completed the initial certification requirements and also awards those that maintain these certification standards. Currently, the CFP board authorizes almost 45,000 people in the U.S. to work under the CFP designation and its logo.
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- Certified Financial Planner Ballston Spa NY
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- Certified Financial Planner Bronxville NY
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- Certified Financial Planner Canandaigua NY
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- Certified Financial Planner Dunkirk NY
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- Certified Financial Planner East Elmhurst NY
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- Certified Financial Planner East Meadow NY
- Certified Financial Planner East Northport NY
- Certified Financial Planner East Setauket NY
- Certified Financial Planner East Syracuse NY
- Certified Financial Planner Elmhurst NY
- Certified Financial Planner Elmira NY
- Certified Financial Planner Elmont NY
- Certified Financial Planner Endicott NY
- Certified Financial Planner Fairport NY
- Certified Financial Planner Far Rockaway NY
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- Certified Financial Planner Forest Hills NY
- Certified Financial Planner Franklin Square NY
- Certified Financial Planner Fredonia NY
- Certified Financial Planner Freeport NY
- Certified Financial Planner Fresh Meadows NY
- Certified Financial Planner Fulton NY
- Certified Financial Planner Garden City NY
- Certified Financial Planner Glen Cove NY
- Certified Financial Planner Glen Oaks NY
- Certified Financial Planner Glens Falls NY
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- Certified Financial Planner Great Neck NY
- Certified Financial Planner Hamburg NY
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- Certified Financial Planner Hempstead NY
- Certified Financial Planner Hicksville NY
- Certified Financial Planner Hilton NY
- Certified Financial Planner Holbrook NY
- Certified Financial Planner Hollis NY
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- Certified Financial Planner Horseheads NY
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- Certified Financial Planner Huntington NY
- Certified Financial Planner Huntington Station NY
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- Certified Financial Planner Ithaca NY
- Certified Financial Planner Jackson Heights NY
- Certified Financial Planner Jamaica NY
- Certified Financial Planner Jamestown NY
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- Certified Financial Planner Larchmont NY
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- Certified Financial Planner Liverpool NY
- Certified Financial Planner Lockport NY
- Certified Financial Planner Long Beach NY
- Certified Financial Planner Long Island City NY
- Certified Financial Planner Lynbrook NY
- Certified Financial Planner Mahopac NY
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- Certified Financial Planner Mamaroneck NY
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- Certified Financial Planner Massapequa Park NY
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- Certified Financial Planner Mastic NY
- Certified Financial Planner Melville NY
- Certified Financial Planner Merrick NY
- Certified Financial Planner Middle Village NY
- Certified Financial Planner Middletown NY
- Certified Financial Planner Mineola NY
- Certified Financial Planner Monroe NY
- Certified Financial Planner Monsey NY
- Certified Financial Planner Mount Kisco NY
- Certified Financial Planner Mount Vernon NY
- Certified Financial Planner Nanuet NY
- Certified Financial Planner New City NY
- Certified Financial Planner New Hartford NY
- Certified Financial Planner New Hyde Park NY
- Certified Financial Planner New Paltz NY
- Certified Financial Planner New Rochelle NY
- Certified Financial Planner New Windsor NY
- Certified Financial Planner New York NY
- Certified Financial Planner Newburgh NY
- Certified Financial Planner Niagara Falls NY
- Certified Financial Planner North Babylon NY
- Certified Financial Planner North Tonawanda NY
- Certified Financial Planner Nyack NY
- Certified Financial Planner Oakland Gardens NY
- Certified Financial Planner Oceanside NY
- Certified Financial Planner Ogdensburg NY
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- Certified Financial Planner Orchard Park NY
- Certified Financial Planner Ossining NY
- Certified Financial Planner Oswego NY
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- Certified Financial Planner Patchogue NY
- Certified Financial Planner Pearl River NY
- Certified Financial Planner Peekskill NY
- Certified Financial Planner Penfield NY
- Certified Financial Planner Pittsford NY
- Certified Financial Planner Plainview NY
- Certified Financial Planner Plattsburgh NY
- Certified Financial Planner Port Chester NY
- Certified Financial Planner Port Jefferson Station NY
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- Certified Financial Planner Potsdam NY
- Certified Financial Planner Poughkeepsie NY
- Certified Financial Planner Queens Village NY
- Certified Financial Planner Queensbury NY
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- Certified Financial Planner Ridgewood NY
- Certified Financial Planner Riverhead NY
- Certified Financial Planner Rochester NY
- Certified Financial Planner Rockaway Park NY
- Certified Financial Planner Rockville Centre NY
- Certified Financial Planner Rome NY
- Certified Financial Planner Ronkonkoma NY
- Certified Financial Planner Roosevelt NY
- Certified Financial Planner Rosedale NY
- Certified Financial Planner Rye NY
- Certified Financial Planner Saint Albans NY
- Certified Financial Planner Saint James NY
- Certified Financial Planner Saratoga Springs NY
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- Certified Financial Planner Sayville NY
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- Certified Financial Planner Schenectady NY
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- Certified Financial Planner Shirley NY
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- Certified Financial Planner Spencerport NY
- Certified Financial Planner Spring Valley NY
- Certified Financial Planner Springfield Gardens NY
- Certified Financial Planner Staten Island NY
- Certified Financial Planner Stony Brook NY
- Certified Financial Planner Suffern NY
- Certified Financial Planner Sunnyside NY
- Certified Financial Planner Syosset NY
- Certified Financial Planner Syracuse NY
- Certified Financial Planner Tarrytown NY
- Certified Financial Planner Tonawanda NY
- Certified Financial Planner Troy NY
- Certified Financial Planner Uniondale NY
- Certified Financial Planner Utica NY
- Certified Financial Planner Valley Stream NY
- Certified Financial Planner Vestal NY
- Certified Financial Planner Wantagh NY
- Certified Financial Planner Wappingers Falls NY
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- Certified Financial Planner Webster NY
- Certified Financial Planner West Babylon NY
- Certified Financial Planner West Hempstead NY
- Certified Financial Planner West Islip NY
- Certified Financial Planner Westbury NY
- Certified Financial Planner White Plains NY
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