CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

2025年1月27日 · WiserAdvisor connects you with vetted financial advisors in New Jersey who offer personalized advice in investment strategies, financial planning, wealth management, retirement planning, estate planning, and more.

Find A Financial Planner. Choosing a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional is as important as choosing a doctor or lawyer; it's a very personal relationship. Many CFP® professionals specialize in working with certain types of clients, such as small-business owners, executives or retirees.

The CERTIFIED FINANCIAL PLANNER™ credential is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards—and are committed to serving their clients' best interests today to …

We seek to simplify complex financial terms and investment options, offer honest advice, and guide you along the way. At CFS, we approach your financial situation from a multi-dimensional perspective while building long- term, trusted relationships. To us, you’re not just a …

In New Jersey, individuals who hold the Certified Financial Planner (CFP) designation must meet certain education, examination, experience, and ethical requirements set by the Certified Financial Planner Board of Standards.

Designations held by members of the team in New Jersey include Certified Financial Planner™ (CFP®), chartered financial consultant (ChFC), accredited investment fiduciary (AIF), chartered life underwriter (CLU), chartered financial analyst …

Certified Financial Planner (CFP) Personal Financial Specialist (PFS) Take the right exams. New Jersey’s requirement is that all IAR candidates register for and complete one of the following: The Series 65, Uniform Investment Adviser Law Examination; OR

Financial Advisor serving New Jersey and the surrounding communities. Specialties: Comprehensive Financial Planning, 401 (k)/403 (b)/IRAs, Charitable & Planned Giving, Asset... More. Commission and Fee Financial Advisor serving New …

Certified Financial Planner (CFP) – Hold a bachelor’s degree, plus 3 years experience; Personal Financial Specialist (PFS) – Have 75 hours personal financial planning education; also, hold a CPA, which requires a degree, plus 2 years experience