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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
Brian J Cochran, CFP®

Thrivent Financial for Lutherans
(505) 275-2436

8300 Carmel Ave NE Ste 103
Albuquerque, NM 87122-3147
View on Map
(505) 275-2436

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, Estate Planning, General Financial Planning, Government and Military, Insurance Planning

Contact
Eric J. Seff, CFP®

Seff Investments
(505) 836-1628

3805 Oxbow Village Ln NW
Albuquerque, NM 87120-1181
View on Map
(505) 836-1628

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

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

Specialties: General Financial Planning, Investment Management, Retirement Planning

Contact
John E. Jacobs, CFP®

Merrill Lynch
(575) 532-5988

425 S Telshor Blvd
Ste C101
Las Cruces, NM 88011-8237
View on Map
(505) 522-6931

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

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

Contact
Larry R. Brown, CFP®

Winslow Wood & Associates, LLC
(505) 880-1646

2201 San Pedro Dr NE Bldg 25
Albuquerque, NM 87110-4146
View on Map
(505) 880-1646

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: Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, LGBT Individuals and Couples, Retirement Income Management, Retirement Planning

Contact
David A. Oakley, CFP®

LPL Financial
(505) 748-1296

105 N. 6th Street
Artesia, NM 88210-2066
View on Map
(505) 748-1296

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: Comprehensive Financial Planning

Contact
John V. Hayes, CFP®

Financial Planning Solutions, LLC
(505) 426-5903

707 Myrtle Ave
Las Vegas, NM 87701-4925
View on Map
(505) 426-5903

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

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

Contact
Joseph George Muhlberger, CFP®

Financial Network Invest Corp
(505) 292-3512

2109 Wyoming Blvd NE
Albuquerque, NM 87112-2617
View on Map
(505) 296-6002

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

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

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, Government and Military

Contact
Gerald P Chavez, CFP®

Merrill Lynch
(505) 884-9859

2125 Louisianna Blvd. NE
Suite 200
Albuquerque, NM 87110
View on Map
(505) 884-9859

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, Divorce Issues, Estate Planning, General Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning

Contact
David P Bruner, CFP®

UBS Financial Services
(505) 880-2704

2155 Louisiana Blvd Ste 3000
Albuquerque, NM 87110-5481
View on Map
(505) 880-2704

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: Charitable Giving, Comprehensive Financial Planning, Securities, Wealth Management

Contact
Alfred W. 'Chip' Stites, CFP®

WFG Investments, Inc.
(505) 856-0350

6747 Academy Rd NE Ste D
Albuquerque, NM 87109-3374
View on Map
(505) 856-0350

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, Budget Development, Debt Management, Divorce Issues, Insurance Planning, Investment Management, Investment Planning

Contact
Jennifer J. Cole, CFP®

Cole Financial Consulting, LLC
(505) 286-7915

24 Canada Vista Dr
P.O. Box 1109
Sandia Park, NM 87047-9645
View on Map

4801 Lang Ave NE Ste 110
Albuquerque, NM 87109-4475
View on Map

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

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

Specialties: Asset Allocation, Budget Development, Divorce Issues, Estate Planning, General Financial Planning, Insurance Planning, Investment Planning

Contact
Lee E. Munson, CFP®

Portfolio, LLC
(505) 884-3445

2500 Louisiana Blvd NE Ste 508
Albuquerque, NM 87110-4319
View on Map
(505) 884-3445

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

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

Specialties: Investment Management, Life Planning, Sudden Wealth Management, Wealth Management

Contact
Beverly J. Hatley, CFP®

Four Corners Financial
(505) 334-2403

PO Box 126
Aztec, NM 87410-0126
View on Map
(505) 334-2403

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

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

Specialties: Accounting, Asset Allocation, Banking, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management

Contact
Phillip E. Prevender, CFP®

Prevender Finacial Services, LLC
(505) 798-2625

4801 Lang NE
Suite 110
Albuquerque, NM 87109-4475
View on Map
(505) 798-2625

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

Contact
James L. Southard, CFP®

Ameriprise Financial Services, Inc.
(505) 822-7924

4801 Lang Ave NE Ste 110
Albuquerque, NM 87109-4475
View on Map
(505) 822-7924

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, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact
Matthew D. Keller, CFP®

Universal Advisory Services
(505) 856-5600

4906 Alameda NE
Albuquerque, NM 87113-1736
View on Map
(505) 856-5600

Compensation Method: None Provided
Minimum Investable Assets: $1,000,000
Languages: English

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

Contact
Thomas G. Bustamante, CFP®

Bustamante Financial Planning, LLC
(505) 231-4607

2700 Via Venado
Santa Fe, NM 87505-6735
View on Map
(505) 231-4607

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

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

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Contact
Ronald W. Cavill, CFP®

Cavill & Company
(303) 572-0370

3003 Hillrise Dr
Las Cruces, NM 88011-4897
View on Map
(575) 323-3425

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

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

Specialties: Investment Management

Contact
Steven D. Schlagel, CFP®

Steven D. Schlagel, CPA, PC
(505) 516-1777

827 Santa Barbara Dr
Farmington, NM 87401-4041
View on Map
(505) 516-1777

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

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

Specialties: Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Legal Advice, Small Business Planning, Tax Planning, Tax Preparation

Contact
Peter T. Lehrman, CFP®

Sandia Wealth Management
(505) 296-1100

9201 Montgomery Blvd NE Ste 401
Albuquerque, NM 87111-2470
View on Map
(505) 296-1100

Compensation Method: Fee Only
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

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