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Certified Financial Planners

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Certified Financial Planners Information Links

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CanWealth Financial Services

Specializing in retirement, estate and corporate planning. Company information, staff profiles.

http://www.canwealth.com/

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Capital Strategies Inc.

Offers financial planning to individuals, corporations and institutions.

http://www.capitalstrategiesinc.com/

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Carol Gosho, CFP

Providing portfolio management and financial planning services.

http://www.carolgosho.com/

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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.

http://www.cfp.net/

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CFP Board of Standards

Offers the latest information on financial planning both to the public and pratitioners.

http://www.cfp-board.org/

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Charles Geraci

Specializes in personal financial, tax and estate planning and consulting.

http://www.cgeraci.com/

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Clarity Financial Group

Services includes estate preservation, college planning and retirement planning.

http://www.clarityfinancialplanning.com/

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Columbus Financial Group

Financial planning and registered investment advisory services.

http://www.columbusfinancial.com/

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Cooper Management Service, Inc.

Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.

http://www.cooperms.com/

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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.

http://www.dsneal.com/

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David Dagley, CFP

Windsor, Ontario. Specializing in comprehensive written financial plans.

http://www.david-dagley.com/

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David T Martula, CFP

Hadley, Massachusetts firm offers fee-only financial planning services.

http://martula.com

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David Twenhafel, CFP

Rockville, MD firm offers financial planning to people in the process of divorce.

http://www.divorce-and-money.com

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Desert Valley Financial Planning, LLC

Provides fee-only financial planning and life planning. Includes hourly, project-based, and retainer services. Links to related Web resources.

http://www.dvfp.com/

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Douglas F. Hudson, CFP

Offers Canadians information in the areas of retirement, estate, tax and investment planning.

http://www.rrsp.org/

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Falcon Financial Management, Inc.

Provides financial planning, management, and investment services.

http://www.ffmonline.net/

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Fazio and Associates

Fee-based managed accounts, retirement planning, and educational and fund strategies.

http://www.mnplanner.com/

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Financial Advisory Service, Inc.

Offering financial planning, estate planning, investment management and individual consulting services.

http://www.faskc.com/

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Financial Planners Standards Council

The Canadian regulatory organization awarding the Certified Financial Planner designation.

http://www.cfp-ca.org/

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Financial Planning Group Inc.

Advisory firm providing portfolio management and financial planning services.

http://www.fpginc.com/

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Financial Prep

Provides an exam prep for those taking the Level I, II, or III CFA exams.

http://www.financialprep.com/

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Financially Speaking, Inc.

Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.

http://www.financiallyspeak.com/

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Focus Financial Network, Inc.

Providing investment and financial advice, and portfolio management.

http://www.focusfinancial.com/

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