TOP 10 Certified financial planners in Florida

Edward Jones - Financial Advisor: Micah R Mattoon, CFP®|AAMS™ is a leading financial institution located at 9013 University Parkway in Pensacola, Florida, United States. As a Certified Financial Planner (CFP) and an Accredited Asset Management Specialist (AAMS), Micah R Mattoon provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones offers a wide range of financial services, including retirement planning, wealth management, and investment solutions. Whether you are planning for retirement, saving for your children's education, or building wealth for the future, Micah R Mattoon and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Joel C Dunham, CFP®|CRPC™|CRPS™ is a reputable financial institution located at 2180 Creighton Road in Pensacola, Florida, United States. Specializing in finance, Joel C Dunham offers expert advice and personalized financial planning services to help clients achieve their financial goals. With certifications in Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™), clients can trust in Joel's expertise and dedication to providing top-notch financial guidance. Whether you are planning for retirement, saving for your children's education, or investing for the future, Joel C Dunham and Edward Jones are here to help you navigate the complexities of the financial world.

Tim McLarty is a Financial Advisor at Ameriprise Financial Services, LLC located at 125 West Romana Street in Pensacola, Florida. Tim holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Tim's expertise in asset management, estate planning, retirement planning, investment strategies, and more. Tim is dedicated to providing comprehensive financial advice to individuals and small business owners, with a focus on helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Shane A. O'Dell is located at 45 Eglin Parkway Northeast, Fort Walton Beach, Florida, United States. Shane is a Certified Financial Planner with a focus on strengthening client relationships, acquiring new clients, and providing corporate retirement income strategies. He has received recognition from Forbes for his outstanding service and has been named to multiple prestigious lists for his expertise in wealth management. Shane is dedicated to serving his community and is actively involved in various civic organizations. With the support of Merrill's global resources, Shane and his team are committed to building strong client relationships based on trust and personalized service. By understanding each client's unique goals and priorities, Shane helps design and implement personalized financial plans to help clients pursue their financial goals while managing investment risk. Through thoughtful conversations and a deep understanding of each client's needs, Shane works to develop tailored solutions to turn goals into reality. By utilizing the Investment Personality Assessment, Shane can better understand each client's investing preferences and customize financial approaches to align with their individual goals and priorities. Whether it's planning for future healthcare expenses, saving for college, or passing wealth to future generations, Shane is dedicated to helping clients manage, grow, and preserve their wealth for years to come.

Edward Jones - Financial Advisor: Jessica L Pena, CFP® is a reputable financial institution located at 141 Mack Bayou Loop in Santa Rosa Beach, Florida. Specializing in providing personalized financial advice and services, Jessica L Pena, a Certified Financial Planner, helps clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Jessica L Pena and her team are dedicated to providing tailored solutions to meet your unique needs. Contact them today to start your journey towards financial success.

Merrill Lynch Financial Advisor Donald W David is a finance institution located at 34990 Emerald Coast Parkway, Destin, Florida, United States. They leverage the strength of one of the world's leading wealth management firms while delivering resources with the agility and intimacy of a family-owned business. Every relationship begins with a conversation to help identify and prioritize your goals. They believe in achieving financial success by making investment-related decisions that align with your personally meaningful goals. The institution offers personalized financial approaches tailored to your needs, whether it's planning for retirement, saving for a home, or funding a child's education. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer services such as Merrill Personal Wealth Analysis™ to help build a personalized plan centered on your goals. The institution's advisors are certified by reputable organizations such as the Certified Financial Planner Board of Standards, Inc. (CFP Board) and the Investments & Wealth Institute®. They are dedicated to helping you achieve your financial goals and navigate the complexities of your financial life.

Edward Jones - Financial Advisor: Ethan Brown, CFP® is a reputable finance institution located at 14101 Panama City Beach Parkway in Panama City Beach, Florida, United States. With a focus on providing personalized financial planning services, Ethan Brown, a Certified Financial Planner, helps clients achieve their financial goals through tailored investment strategies and comprehensive wealth management solutions. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Ethan Brown, CFP® is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Mike Calidonna, CFP® is a trusted financial institution located at 14101 Panama City Beach Parkway in Panama City Beach, Florida, United States. With a focus on personalized service and expert financial advice, Mike Calidonna, a Certified Financial Planner, helps clients navigate the complexities of financial planning and investment management. Whether you are looking to build wealth, plan for retirement, or achieve other financial goals, Edward Jones is dedicated to providing tailored solutions to meet your needs. Visit us today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Luke Avizinis, CFP®|AAMS™ is a reputable financial institution located at 18928 Northwest US Highway 441 in High Springs, Florida, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Luke Avizinis offers expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and comprehensive financial planning, Edward Jones provides a range of services including retirement planning, investment management, estate planning, and more. Trust Edward Jones and Luke Avizinis to help secure your financial future.

Amanda Payne - Financial Advisor, Ameriprise Financial Services, LLC is located at 14557 Northwest US Highway 441, Alachua, Florida, United States. Amanda holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various client needs. Amanda also specializes in serving military personnel and veterans through her Certified Military Financial Advisor® designation. With a commitment to ethical practices and ongoing education, Amanda provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.

Karen Harvey - Financial Advisor, Ameriprise Financial Services, LLC, located at 3520 Northwest 43rd Street in Gainesville, Florida, is a finance institution offering a range of services to meet the diverse needs of individuals and businesses. Karen Harvey holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services such as Certified Divorce Financial Analyst, Certified Estate Planners™, and Certified Exit Planning Advisor®, catering to specific financial needs. With a strong focus on ethical practices and continuous education, Karen Harvey aims to provide comprehensive financial solutions to her clients.

Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3520 Northwest 43rd Street, Gainesville, Florida, United States. The institution offers a range of certifications and designations to its professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning and investment topics, ensuring that advisors at Trey W Clark are well-equipped to provide expert advice to their clients. Additionally, the institution offers specialized training for advisors working with military personnel. With a focus on ethics, professionalism, and expertise, Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping individuals and businesses achieve their financial goals.

Jeffrey L. Hogue, CFP, CEPA - UBS Financial Services Inc. is a finance institution located in Gainesville, Florida. With a focus on providing comprehensive financial planning and wealth management services, the team at UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. Led by experienced financial advisor Jeffrey L. Hogue, who is a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA), the institution offers personalized solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or strategize for business succession, UBS Financial Services Inc. is committed to guiding you every step of the way. Visit their office at 4313 Northwest 8th Avenue to learn more about how they can help you secure your financial future.

Tracey Lovitz is a financial advisor at Ameriprise Financial Services, LLC located at 24 Northwest 33rd Court, Gainesville, Florida, United States. Tracey holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Tracey's expertise in various financial planning areas including asset management, retirement planning, estate planning, investment analysis, and insurance products. Tracey is committed to providing comprehensive and personalized financial advice to clients, with a focus on meeting their individual needs and goals.

Edward Jones - Financial Advisor: Anthony Montemurro, CFP®|CRPC™ is a reputable financial institution located at 8399 Southwest 80th Street in Ocala, Florida, United States. With a focus on providing personalized financial planning services, Anthony Montemurro, a Certified Financial Planner and Chartered Retirement Planning Counselor, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones - Financial Advisor: Anthony Montemurro is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Jane Fontaine - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1721 Southeast 16th Avenue, Ocala, Florida, United States. Jane Fontaine holds the AAMS™ certification, demonstrating her commitment to ethical practices and expertise in asset management. She is also an ADPA™ Accredited Domestic Partnership Advisor™ and an AEP® designated estate planner. Additionally, Jane is an Accredited Investment Fiduciary® (AIF®) and an APMA™ Accredited Portfolio Management Advisor™. With a wide range of certifications and expertise, Jane Fontaine is dedicated to providing comprehensive financial planning services to her clients.

Edward Jones - Financial Advisor: Brittani Tilley, CRPC™ is a trusted financial institution located at 2575 Southwest 42nd Street in Ocala, Florida. As a Certified Retirement Planning Counselor, Brittani Tilley is dedicated to helping clients achieve their financial goals and secure their financial future. With personalized financial planning services and expert advice, clients can feel confident in their investment decisions. Whether you are planning for retirement, saving for your child's education, or simply looking to grow your wealth, Edward Jones - Financial Advisor: Brittani Tilley, CRPC™ is here to help you every step of the way.

Edward Jones - Financial Advisor: Marc C Stalvey, CFP®|AAMS™ is a finance institution located at 4701 Southwest College Road in Ocala, Florida, United States. Marc C Stalvey, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Edward Jones provides comprehensive financial solutions to individuals and families. Whether you are planning for retirement, saving for college, or managing your investments, Marc C Stalvey and his team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Derek J Miller is a financial advisor at Ameriprise Financial Services, LLC located at 2233-C East Fort King Street, Ocala, Florida, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Derek J Miller specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is dedicated to helping clients make informed decisions about their investments, estate planning, retirement planning, and insurance needs. With a strong commitment to ethical standards and ongoing education, Derek J Miller is a trusted advisor in the financial industry.

Ruth Onkst is a Financial Advisor at Ameriprise Financial Services, LLC located at 3520 Northwest 43rd Street in Gainesville, Florida, United States. Ruth holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ruth is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, estate planning, retirement planning, and investment opportunities, Ruth is committed to helping clients achieve their financial goals.

Edward Jones - Financial Advisor: Desiree Kennedy, CFP®|CPWA® is a leading finance institution located at 6141 Grand Boulevard in New Port Richey, Florida, United States. Specializing in financial planning and wealth management, Desiree Kennedy, a Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA®), offers personalized and comprehensive financial solutions to help clients achieve their financial goals. With a commitment to providing expert advice and exceptional service, Edward Jones - Financial Advisor: Desiree Kennedy, CFP®|CPWA® is dedicated to helping individuals and families secure their financial futures.

Rudy Molnar - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5701 Main Street, New Port Richey, Florida, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and expertise, ensuring that advisors are equipped to provide comprehensive and specialized services to their clients. The institution is committed to upholding a high standard of ethics and professionalism in the financial industry.

Edward Jones - Financial Advisor: Craig O'Dell, CFP®|ChFC®|AAMS™ is a reputable finance institution located at 1124 North Suncoast Boulevard, Crystal River, Florida, United States. Craig O'Dell is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™) who provides expert financial advice and services to clients in the Crystal River area. With a focus on personalized financial planning and investment strategies, Craig O'Dell helps individuals and families achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Craig O'Dell, CFP®|ChFC®|AAMS™ is dedicated to providing tailored solutions to meet your unique financial needs.

Edward Jones - Financial Advisor: Margie Pagano, CRPC™ is a reputable finance institution located at 8831 Hawbuck Street in Trinity, Florida, United States. Margie Pagano, a Certified Retirement Planning Counselor, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Margie Pagano is dedicated to providing top-notch financial services to individuals and families in the Trinity area. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Edward Jones - Financial Advisor: Margie Pagano, CRPC™ is here to help you navigate the complex world of finance with confidence.

William Faucher is a Financial Advisor at Ameriprise Financial Services, LLC located at 2611 Keystone Road in Tarpon Springs, Florida, United States. William holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate William's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a Certified Military Financial Advisor®, William is also trained to serve veterans and active duty military personnel. With a focus on ethical practices and comprehensive financial planning, William Faucher is dedicated to helping individuals achieve their financial goals.

Anne C Peterson is a Financial Advisor at Ameriprise Financial Services, LLC located at 210 South Pinellas Avenue, Tarpon Springs, Florida, United States. Anne holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Anne specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, estate planning, retirement planning, and investment strategies, Anne is dedicated to helping clients achieve their financial goals.

Susan Coloton is a Financial Advisor at Ameriprise Financial Services, LLC located at 210 South Pinellas Avenue, Tarpon Springs, Florida. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, risk management, investment analysis, and financial planning for individuals and businesses. Susan is dedicated to providing personalized and comprehensive financial advice to help her clients achieve their financial goals.

Edward Jones - Financial Advisor: Ed Gruber, CFP®|ABFP™ is a financial institution located at 9469 South Suncoast Boulevard in Homosassa, Florida, United States. As a Certified Financial Planner and Accredited Behavioral Financial Professional, Ed Gruber offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of Ed Gruber and Edward Jones.

Edward Jones - Financial Advisor: Justin S Brashear, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 2712 West Woodview Lane in Lecanto, Florida, United States. Specializing in finance, the institution is led by experienced advisor Justin S Brashear, who holds certifications as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™). With a commitment to providing personalized financial services and expertise, clients can trust Edward Jones to help them achieve their financial goals and secure their financial future.

Christopher Nast - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1619 West Gulf to Lake Highway in Lecanto, Florida, United States. The institution offers a range of certifications and designations for financial professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and services to individuals and small business owners, with a focus on ethical practices and comprehensive knowledge in the field of wealth management.