TOP 30 Best Certified financial planner in Oklahoma City, Oklahoma

Charla K McIntyre Fields - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4765 East 91st Street, Tulsa, Oklahoma, United States. The institution offers a range of certifications and designations 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 cover various aspects of financial planning, investment management, estate planning, and specialized areas such as long-term care and military financial advising. The institution is committed to providing expert advice and services to individuals and businesses in need of wealth management and financial planning guidance."

Craig Marcello is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5018 East 68th Street, Tulsa, Oklahoma, United States. He holds multiple 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Craig Marcello is dedicated to helping clients make informed decisions and achieve their financial goals through personalized strategies and expert advice.

Chris McKeown - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4200 East Skelly Drive in Tulsa, Oklahoma, is a finance institution offering a wide range of services to meet the needs of individuals seeking asset management, investment opportunities, estate planning, and insurance products. Chris McKeown holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in wealth management and financial planning. With a focus on ethical practices and comprehensive knowledge of fiduciary practices, Chris McKeown is dedicated to providing personalized financial solutions for retirees, small business owners, high net worth clients, and individuals with specific needs such as domestic partnership planning or philanthropic goals. As a Certified Financial Planner™ and Chartered Financial Analyst®, Chris McKeown is committed to upholding the highest standards of excellence in the financial industry. Whether you are looking for retirement planning, investment strategies, estate planning, or specialized financial advice, Chris McKeown can help you navigate the complex world of finance with confidence and expertise.

Mike Sturm is a Financial Advisor at Ameriprise Financial Services, LLC located at 5018 East 68th Street in Tulsa, Oklahoma, United States. Mike 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 Mike's expertise in asset management, investment strategies, retirement planning, estate planning, risk management, and more. As a Certified Military Financial Advisor®, Mike is also trained to serve veterans and active duty military personnel. With a commitment to ethical practices and ongoing education, Mike Sturm is dedicated to providing comprehensive financial planning services to individuals and small business owners in the Tulsa area.

Jerald Cooperman is a Financial Advisor at Ameriprise Financial Services, LLC located at 4765 East 91st Street, Tulsa, Oklahoma, United States. Jerald Cooperman 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 Jerald Cooperman's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, insurance products, and more. Jerald Cooperman is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and continuing education, Jerald Cooperman strives to help clients make informed financial decisions and achieve their long-term financial goals.

Kimberly Quintanar - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5224 East 69th Place, Tulsa, Oklahoma, United States. Kimberly Quintanar 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. With a focus on asset management, retirement planning, estate planning, investment strategies, and insurance products, Kimberly Quintanar offers comprehensive financial services for individuals and small business owners. The institution is committed to ethical standards and providing expert advice on a wide range of financial topics to help clients achieve their financial goals.

Joey Small - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4200 East Skelly Drive in Tulsa, Oklahoma, United States. Joey Small 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 expertise in various areas of financial planning, wealth management, estate planning, retirement planning, and more. Joey Small is committed to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuing education, Joey Small aims to help clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Alex Hinkle, CFP®|CRPC™ is a trusted financial institution located at 307 East 2nd Avenue in Owasso, Oklahoma. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Alex Hinkle provides expert advice and personalized financial solutions to help clients achieve their long-term goals. With a focus on building lasting relationships and providing top-notch customer service, Edward Jones is dedicated to helping individuals and families navigate the complex world of finance with confidence and peace of mind. Whether you are planning for retirement, investing for the future, or simply looking to better manage your finances, Alex Hinkle and the team at Edward Jones are here to help you every step of the way.

Matt Howeth is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 5018 East 68th Street in Tulsa, Oklahoma, 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®, 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®. Matt Howeth is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, insurance products, retirement planning, and more, Matt Howeth is committed to helping clients achieve their financial goals and secure their financial future.

Daniel Bickerstaff is a Financial Advisor at Ameriprise Financial Services, LLC located at 5018 East 68th Street, Tulsa, Oklahoma, United States. Daniel holds multiple 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 Daniel's expertise in various aspects of finance including asset management, estate planning, retirement planning, investment management, and more. Daniel is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Daniel Bickerstaff for comprehensive financial planning services tailored to your specific needs.

Edward Jones - Financial Advisor: Nick Kila, CFP®|AAMS™ is a reputable financial institution located at 9540 North Garnett Road in Owasso, Oklahoma, United States. Specializing in finance, Nick Kila, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and personalized financial solutions to help clients achieve their financial goals. With a strong emphasis on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Nick Kila, CFP®|AAMS™ is dedicated to helping individuals and families secure their financial future.

Harvard Lyons, a Private Wealth Advisor at Ameriprise Financial Services, LLC, is located at 5018 East 68th Street in Tulsa, Oklahoma, United States. Harvard Lyons holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, and more. These certifications demonstrate Harvard Lyons' expertise in asset management, investment strategies, estate planning, retirement planning, and financial planning for individuals and small business owners. Harvard Lyons is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

Arrow Investment Management is a leading financial planning firm located in Oklahoma City, Oklahoma. Our mission is to help clients achieve financial freedom through custom investment, retirement, and goal-based plans. We offer low-fee ETF portfolios tailored to individual goals and interests, as well as lifelong financial planning services to help families generate and preserve wealth. Our team of fiduciary advisors prioritizes ethics and client service, ensuring that all clients receive the respect and diligence they deserve. Our services include financial planning, investment management, estate planning, tax planning, retirement planning, and small business plans. We believe in the importance of working with a CERTIFIED FINANCIAL PLANNERᵀᴹ to reach financial goals, as CFP® professionals undergo rigorous certification processes and adhere to strict ethical standards.

Retirement Investment Advisors, located at 2925 United Founders Boulevard in Oklahoma City, Oklahoma, is a finance institution staffed with CERTIFIED FINANCIAL PLANNER™ professionals serving clients in Oklahoma and North Texas since 1991. As a fee-only fiduciary, we are dedicated to providing trusted guidance to individuals navigating the complexities of retirement planning. Our Retirement Readiness Toolkit offers resources such as quizzes, checklists, calculators, and expert advice to ensure you are on the right path towards a secure retirement. The Retirement Path, our comprehensive guide, will help you achieve worry-free retirement income for life and assist you in selecting a trusted advisor for the journey ahead. With our team of experienced professionals, we can help you create a well-crafted plan tailored to your financial goals. Whether you need to make course corrections or determine how long your savings will last, our calculators will provide valuable insights to guide your next steps. Trust Retirement Investment Advisors to lead you towards a financially secure retirement.

Summit Wealth Group is a finance institution located at 9175 South Yale Avenue in Tulsa, Oklahoma, United States. As your personal CFO, we are dedicated to helping you invest smarter, optimize your income, and reach your financial goals. Our team will work with you to create a customized financial plan tailored to your unique goals and future income needs. We provide comprehensive strategies and solutions, ensuring transparency with our fee schedule aligning with your goals. With only 25% of financial advisors holding the CERTIFIED FINANCIAL PLANNER™ designation, you can trust our team of professionals to deliver independent, trusted advice and managed portfolios. Whether you are planning for major life events or simply looking to optimize your income, Summit Wealth Group is here to guide you every step of the way. Join us for a free assessment and receive valuable resources to help you navigate your financial journey. With our expertise and dedication, we aim to be your first call for any financial need.

Trusted Tone CPA is a reputable accounting and finance institution located at 3135 East 91st Place in Tulsa, Oklahoma, United States. Our team of certified public accountants are dedicated to providing reliable and trustworthy financial services to individuals and businesses alike. With years of experience and expertise, we offer a wide range of accounting services including tax preparation, financial planning, and bookkeeping. Trust Trusted Tone CPA to handle all of your financial needs with professionalism and integrity.

Keith Stingley, CPA is a reputable accounting and finance institution located at 701 Cedar Lake Boulevard in Oklahoma City, Oklahoma, United States. With years of experience in the industry, Keith Stingley and his team provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, they offer a wide range of services to meet the needs of their clients. Trust Keith Stingley, CPA for all your accounting and finance needs.

Heidi M Couch PLLC, CPA is a reputable accounting and finance institution located at 36957 U.S. 271 in Poteau, Oklahoma, United States. With a team of experienced professionals led by certified public accountant Heidi M Couch, this institution offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust in the expertise and dedication of the staff at Heidi M Couch PLLC, CPA to provide accurate and reliable financial services tailored to their individual needs.

Sam Wier, CFP is a trusted financial institution located at 4301 West Memorial Road in Oklahoma City, Oklahoma. As a Certified Financial Planner, Sam Wier provides expert financial advice and guidance to individuals and businesses looking to secure their financial future. With a commitment to personalized service and a deep understanding of the complexities of the financial industry, Sam Wier, CFP is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Sam Wier, CFP is here to help you navigate the world of finance with confidence.

Cory S. Craddock, CPA/PFS, CFP(R) is a reputable accounting and finance institution located at 13161 South Memorial Drive in Bixby, Oklahoma, United States. With a team of highly qualified professionals, they specialize in providing a wide range of financial services including tax preparation, financial planning, and investment management. Clients can trust Cory S. Craddock, CPA/PFS, CFP(R) to provide expert advice and personalized solutions to help them achieve their financial goals.

Bryan Tutt, CFP is a finance institution located at 869 East 33rd Street in Edmond, Oklahoma, United States. Specializing in financial planning and investment management, Bryan Tutt, CFP offers personalized services to help clients achieve their financial goals. With a Certified Financial Planner at the helm, clients can trust in expert advice and guidance to secure their financial future. Whether planning for retirement, saving for education, or investing for growth, Bryan Tutt, CFP is dedicated to providing top-notch financial services tailored to each client's unique needs.

Kami Painter, CPA is a reputable accounting and finance institution located at 3326 East 27th Place in Tulsa, Oklahoma, United States. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Kami Painter, CPA is dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they are a trusted partner for all your accounting and finance needs.