TOP 20 Best Certified financial planners in Fairfax, Virginia
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Edward Jones - Financial Advisor: Tony Tenorio, CFP®|AAMS™
Edward Jones - Financial Advisor: Tony Tenorio, CFP®|AAMS™ is a reputable financial institution located at 10619 Jones Street in Fairfax, Virginia, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Tony Tenorio 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, Edward Jones provides comprehensive financial planning services to individuals and families seeking to secure their financial future. Contact Tony Tenorio today to schedule a consultation and take the first step towards financial success.
Your Best Path Financial Planning
Your Best Path Financial Planning is a leading finance institution located at 8280 Willow Oaks Corporate Drive in Fairfax, Virginia, United States. Our team of experienced financial advisors is dedicated to helping individuals and families navigate their financial journey, providing personalized solutions to achieve their goals and secure their financial future. Whether you are planning for retirement, saving for college, or looking to invest wisely, we are here to guide you every step of the way. Trust Your Best Path Financial Planning to help you make informed decisions and create a solid financial plan tailored to your needs.
Adit Ryan - Financial Advisor, Ameriprise Financial Services, LLC
Adit Ryan - Financial Advisor at Ameriprise Financial Services, LLC, located at 3050 Chain Bridge Road in Fairfax, Virginia, offers a comprehensive range of financial services to individuals and small business owners. Adit Ryan holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, retirement planning, estate planning, and investment strategies. As a Chartered Financial Consultant and Certified Financial Planner™, Adit Ryan is committed to providing clients with the highest level of financial planning services. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Adit Ryan is here to help. Contact Adit Ryan - Financial Advisor at Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards securing your financial future.
Carlos Viera - Private Wealth Advisor, Ameriprise Financial Services, LLC
Carlos Viera - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3050 Chain Bridge Road, Fairfax, Virginia, United States. They offer a range of certifications and designations to their advisors to ensure they have the expertise needed to provide comprehensive financial planning services. These certifications include 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 topics including asset management, retirement planning, estate planning, investment management, and more. Advisors at Carlos Viera - Private Wealth Advisor are dedicated to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those with special financial planning needs.
Richard McIntosh - Financial Advisor, Ameriprise Financial Services, LLC
Richard McIntosh is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3050 Chain Bridge Road in Fairfax, Virginia, United States. Richard 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 Richard's expertise in various financial planning areas, such as asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethics and continuous education, Richard provides personalized financial advice to help clients achieve their financial goals.
Edward Jones - Financial Advisor: Gene A Summerlin II, CFP®
Edward Jones - Financial Advisor: Gene A Summerlin II, CFP® is a reputable finance institution located in Fairfax, Virginia. As a Certified Financial Planner, Gene A Summerlin II provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to client success, Edward Jones is a trusted name in the financial industry. Whether you are planning for retirement, saving for college, or investing for the future, Gene A Summerlin II is dedicated to helping you navigate the complexities of financial planning. Visit Edward Jones today at 13135 Lee Jackson Memorial Highway Service Road to start your journey towards financial security and prosperity.
Jordan Albert - Financial Advisor, Ameriprise Financial Services, LLC
Jordan Albert is a Financial Advisor at Ameriprise Financial Services, LLC located at 3959 Pender Drive, Fairfax, Virginia, United States. Jordan Albert 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®. The institution offers services in finance and specializes in asset management, investment strategies, retirement planning, estate planning, insurance products, and more. Jordan Albert is dedicated to providing clients with expert advice and guidance in navigating the complexities of financial planning.
Edward Jones - Financial Advisor: Chad J Williams, CFP®|ChFC®|ABFP™|CLU®|AAMS™|CRPC™|CRPS™
Edward Jones - Financial Advisor Chad J Williams, CFP®, ChFC®, ABFP™, CLU®, AAMS™, CRPC™, CRPS™ is a reputable financial institution located at 3701 Pender Drive in Fairfax, Virginia, United States. Specializing in providing comprehensive financial planning and investment services, Chad J Williams is a highly qualified professional with multiple certifications in the field of finance. With a dedication to helping clients achieve their financial goals and secure their futures, Edward Jones is a trusted partner in wealth management.
Sharon Meyer - Financial Advisor, Ameriprise Financial Services, LLC
Sharon Meyer - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3600 Chain Bridge Road, Fairfax, Virginia, United States. Sharon Meyer holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, indicating expertise in asset management, estate planning, investment strategies, and financial planning for retirees, small business owners, and high net worth clients. Additionally, Sharon Meyer offers services for domestic partners, seniors, those planning for retirement, and individuals going through divorce. With a focus on comprehensive financial planning and a commitment to ethical standards, Sharon Meyer is dedicated to helping clients achieve their financial goals.
C Mark Gurley - Private Wealth Advisor, Ameriprise Financial Services, LLC
C Mark Gurley, a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3201 Jermantown Road in Fairfax, Virginia, is a finance institution offering a wide range of financial services. Mark Gurley holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, domestic partnership planning, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Additionally, Mark Gurley is a Certified Divorce Financial Analyst, Certified Estate Planner™, and Certified Exit Planning Advisor®, among others. With his extensive knowledge and qualifications, Mark Gurley is dedicated to providing top-notch financial advice and services to his clients.
B Curtis Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
B Curtis Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3201 Jermantown Road, Fairfax, Virginia, United States. The institution offers a range of certifications and designations to its advisors, 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 various aspects of wealth management, financial planning, estate planning, investment management, and specialized areas such as military financial advising. The advisors at B Curtis Smith - Private Wealth Advisor are highly trained and committed to providing expert financial advice and services to their clients.
Edward Jones - Financial Advisor: Matthew E Edgar, CFP®
Edward Jones - Financial Advisor: Matthew E Edgar, CFP® is a reputable finance institution located at 3913 Blenheim Boulevard in Fairfax, Virginia, United States. With a focus on providing personalized financial planning services, Matthew E Edgar, a Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or save for the future, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Visit us today to start planning for a brighter tomorrow.
Leticia Stallworth - Financial Advisor, Ameriprise Financial Services, LLC
Leticia Stallworth is a financial advisor at Ameriprise Financial Services, LLC located at 3050 Chain Bridge Road, Fairfax, Virginia, United States. Leticia 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®, 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®. Leticia specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With expertise in investment strategies, estate planning, asset management, risk management, and more, Leticia Stallworth is dedicated to helping clients achieve their financial goals.
Benjamin Devine - Financial Advisor, Ameriprise Financial Services, LLC
Benjamin Devine - Financial Advisor, Ameriprise Financial Services, LLC, located at 4000 Legato Road, Fairfax, Virginia, United States, is a finance institution offering a range of specialized certifications and designations to ensure the highest level of expertise and service to their clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution's advisors have undergone rigorous training and examinations to provide comprehensive financial planning services. From asset management to estate planning, retirement planning to risk management, and investment strategies to tax planning, the advisors at Benjamin Devine are equipped to address a wide range of financial needs. Additionally, with certifications in areas such as behavioral finance, philanthropy, annuities, divorce financial analysis, and exit planning, clients can trust that they are receiving expert advice tailored to their unique circumstances. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning, Benjamin Devine - Financial Advisor, Ameriprise Financial Services, LLC, is committed to providing top-tier financial guidance and support.
Jennifer Marie Gallant - Financial Advisor, Ameriprise Financial Services, LLC
Jennifer Marie Gallant is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3201 Jermantown Road, Fairfax, Virginia, United States. Jennifer 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®. These certifications reflect Jennifer's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, military financial advising, and more. Jennifer is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans.
Zachary Intermill - Financial Advisor, Ameriprise Financial Services, LLC
Zachary Intermill is a Financial Advisor at Ameriprise Financial Services, LLC located at 3201 Jermantown Road, Fairfax, Virginia, United States. He 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®. Zachary is dedicated to providing comprehensive financial planning services to individuals and businesses, ensuring that their investment needs and goals are met with expertise and professionalism. With a strong focus on ethical practices and continuing education, Zachary Intermill is committed to helping his clients achieve financial success and security.
Curtis Frazee - Financial Advisor, Ameriprise Financial Services, LLC
Curtis Frazee - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3050 Chain Bridge Road, Fairfax, Virginia, United States. Curtis Frazee 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Curtis Frazee is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and education, Curtis Frazee is committed to helping clients achieve their financial goals and secure their financial future.
Kelvin Creyts - Financial Advisor, Ameriprise Financial Services, LLC
Kelvin Creyts - Financial Advisor, Ameriprise Financial Services, LLC, located at 3201 Jermantown Road in Fairfax, Virginia, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Kelvin Creyts is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. The institution also offers specialized certifications such as Certified Divorce Financial Analyst, Chartered Advisor in Philanthropy®, and Certified Fund Specialist. With a commitment to excellence and ethics, Kelvin Creyts is dedicated to helping clients achieve their financial goals and secure their financial future.
Edward Jones - Financial Advisor: Melanie Kahrs, CFP®
Edward Jones - Financial Advisor: Melanie Kahrs, CFP® is a trusted financial institution located at 8500 Executive Park Avenue in Fairfax, Virginia, United States. Melanie Kahrs, a Certified Financial Planner, is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Melanie Kahrs, CFP® is committed to helping individuals and families secure their financial future.
WiserAdvisor
WiserAdvisor is a leading finance institution located at 12150 Monument Drive in Fairfax, Virginia, United States. Our team of experienced financial advisors are dedicated to helping clients make informed decisions about their investments, retirement planning, and overall financial well-being. With a focus on personalized service and tailored solutions, WiserAdvisor is committed to helping individuals achieve their financial goals and secure their future. Contact us today to schedule a consultation and start planning for a smarter financial future.
CoreTegic Capital Wealth Management
CoreTegic Capital Wealth Management is a fiduciary financial institution located at 4250 Fairfax Drive in Arlington, Virginia. Our team of Certified Financial Planner professionals is dedicated to creating strategic plans for your financial future, tailored to your individual needs and goals. We provide comprehensive financial planning services, including retirement income planning, investment strategy development, and regular advice to help you grow and protect your assets. At CoreTegic Capital Wealth Management, we prioritize transparency and personalized service. Our founder, Anthony T. Reynolds, has over a decade of experience in the industry and is committed to helping clients navigate the complexities of wealth management with confidence.
Bender Daniel J CPA
Bender Daniel J CPA is a financial institution located at 725 Jackson Street in Fredericksburg, Virginia, United States. Specializing in accounting and finance, the institution is led by Dan Bender, a Certified Financial Planner and Certified Public Accountant with over 23 years of experience in the industry. Dan's main objective is to help clients achieve positive results through strategic planning, ensuring they are fully prepared for the future. Please note that Bender Daniel J CPA offices will be closed from December 25, 2023, to January 1, 2024, and will reopen on January 2, 2024. Additionally, the website is scheduled for maintenance on December 27, 2023, and may be offline for a period of time.
Smith Ben
Smith Ben is a finance institution located at 3201 Jermantown Road, Fairfax, Virginia, United States. The institution offers a variety of certifications and designations for financial professionals, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Annuity Specialist (CAS®), CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications cover a range of topics including asset management, retirement planning, estate planning, investment strategies, and more. Smith Ben is dedicated to providing comprehensive financial education and support to professionals in the finance industry.
PBGH LLP
PBGH LLP is a reputable accounting and finance institution located at 29 Culpeper Street in Warrenton, Virginia, United States. Our experienced team, led by David Bush, offers a unique skill set that combines strong tax knowledge with wealth management expertise. With over 30 years in the financial service industry, David is dedicated to creating comprehensive wealth strategies for clients to guide them through their financial journey. Please note that our offices will be closed from December 25, 2023, to January 1, 2024, and will reopen on January 2, 2024. Additionally, our website is scheduled for maintenance on December 27, 2023, which may result in temporary downtime.
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