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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Jane W. Griffith, CFP®

Sterling Wealth Management LLC
(203) 389-8614

270 Alden Avenue
3rd Floor
New Haven, CT 06515-2114
View on Map
(203) 389-8614

Compensation Method: Commission Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Business Succession Planning, Comprehensive Financial Planning, Elder Care, Estate Planning, Investment Management, Legal Advice

Contact
Harold H. Hartmann , CFP®

Hartmann & Company Inc.
(203) 318-1488

38 Academy Street
Suite 2
Madison, CT 06443-2611
View on Map
(203) 318-1488

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Dana R. McLaughlin, CFP®

Beirne Wealth Consulting
(203) 951-0306

612 Wheelers Farms Rd
Milford, CT 06461-1673
View on Map
(203) 951-0306

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Investment Management, Retirement Income Management, Sudden Wealth Management

Contact
Jeffrey S. Sharpe, CFP®

Wachovia Securities
(203) 525-0698

900 Main St. South
Bldg1. Suite 204
Southbury, CT 06488
View on Map
(203) 573-5420

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Philip C. Stevens, CFP®

Morgan Stanley Smith Barney, Inc.
(203) 967-7020

4 Landmark Sq Fl 2
Stamford, CT 06901-2502
View on Map
(203) 967-7020

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management

Contact
Rosario Mannino, CFP®

Ameriprise Financial Inc.
(203) 661-1817

41 W Putnam Ave
Ameriprise Advisor Services
Greenwich, CT 06830-5300
View on Map
(203) 661-1817

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: Italian, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care

Contact
Matthew R Paulsen, CFP®

Barnum Financial Group
(203) 689-9016

2614 Boston Post Rd Ste 33B
Guilford, CT 06437-1373
View on Map
(203) 689-9016

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Planning

Contact
Cesar A. Casas, CFP®

Financial Planning University
(203) 971-9794

PO Box 273
Ridgefield, CT 06877-0273
View on Map
(203) 971-9794

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Corrin Gibbs Burke, CFP®

Gibbs Financial Services, LLC
(860) 678-8443

2 Forest Park Dr
Gibbs Financial Services, LLC
Farmington, CT 06032-1445
View on Map
(860) 678-8443

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Insurance Planning, Long-Term Care, Retirement Planning, Wealth Management

Contact
Andre Y. Weiser, CFP®

Morgan Stanley Wealth Managment
(203) 967-7103

4 Landmark Sq Fl 2
Stamford, CT 06901-2502
View on Map
(203) 967-7103

4 Landmark Sq Fl 2
Stamford, CT 06901-2502
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: French, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Divorce Issues, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Wealth Management

Contact
Monica Santiago, CFP®

Fidelity Investments
(203) 814-2161

1261 Post Rd
Fairfield, CT 06824-6072
View on Map

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Education Planning, General Financial Planning, Investment Planning, Retirement Planning

Contact
Brian Michael Dowd, CFP®

Dowd Financial Group LLC
(860) 264-1514

923 Hopmeadow St
2nd Floor
Simsbury, CT 06070
View on Map
(860) 264-1514

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning

Contact
Matthew J. Montana, CFP®

The Andriole Wealth Management Group of Merrill Lynch

71 Bradley Rd
Madison, CT 06443-2662
View on Map
(203) 318-3714

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Management, Risk Management, Wealth Management

Contact
Frederick L. Munk, CFP®

Retirement Counseling Associates,LLC
(203) 222-9393

PO Box 151
Milford, CT 06460-0151
View on Map
(203) 222-9393

Compensation Method: Fee Only
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning

Contact
John W. Donnelly, CFP®

John W. Donnelly, CPA
(860) 964-0876

10 Ridgewood Dr
Old Saybrook, CT 06475-1222
View on Map
(860) 964-0876

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Insurance Planning, Intergenerational Planning

Contact
Karl Gustav Seelaus, CFP®

Reby Advisors
(203) 431-4771

83 Wooster Heights
Danbury, CT 06810-7548
View on Map
(203) 790-4949

Compensation Method: Commission and Fee
Minimum Investable Assets: $750,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Lawrence F. Montague, CFP®

Deloitte Tax LLP
(203) 708-4517

333 Ludlow Street
Stamford , CT 06902-6987
View on Map
(203) 708-4517

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Estate Planning, General Financial Planning, Tax Planning, Tax Preparation

Contact
James J. Goldman, CFP®

Royal Bank of Canada
(860) 241-8608

20 Church St Ste 2300
Hartford, CT 06103-1248
View on Map
(860) 241-8608

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management

Contact
Thomas J. Britt, CFP®

Benchmark Wealth Management
(860) 434-6890 x103

83 Halls Rd Ste 201
PO Box 525
Old Lyme, CT 06371-4409
View on Map
(860) 434-6890

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact
Douglas Beerbower, CFP®

Merrill Lynch
(860) 651-6678

185 Asylum St
CityPlaceII, 14th Floor
Hartford, CT 06103-3401
View on Map
(860) 728-3615

Compensation Method: None Provided
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

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