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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
Victor H Sandham, CFP®

Merrill Lynch
(401) 863-8690

1 Citizens Plz
Ste 1000
Providence, RI 02903-1330
View on Map
(401) 863-8690

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

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

Contact
Shaun M. Jones, CFP®

Diamond State Financial Group
(302) 366-0366 x127

12 Hazard Ave
Providence, RI 02906-3308
View on Map
(401) 533-0633

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

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

Specialties: Comprehensive Financial Planning

Contact
Peri Ann Aptaker, CFP®

KLR Wealth Management, LLC
(401) 274-2001 x1333

951 N Main St
Providence, RI 02904-5759
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(401) 274-2001

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

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

Contact
Philip M. Overton, CFP®

Prudential
(401) 596-8297

53 High St
Ste 31
Westerly, RI 02891-6001
View on Map
(401) 596-8297

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

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

Specialties: Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Planning, Retirement Planning

Contact
Angela Thomson, CFP®

Coastal Financial Planning, In
(401) 727-8151

12 Breakneck Hill Road
Suite 100
Lincoln, RI 02865-3900
View on Map
(401) 727-8151

28 Caswell St Ste 500
Narragansett, RI 02882-3385
View on Map
(401) 788-8151

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

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

Specialties: Charitable Giving, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Women's Finances

Contact
Robin Anne Lovely, CFP®

Lovely & Company
(401) 626-3455

146 Clifford Street
Providence, RI 02903-4163
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(401) 626-3455

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, Elder Care, Employee and Employer Plan Benefits, General Financial Planning, Healthcare Planning

Contact
Susan M. Flaherty, CFP®

Ameriprise Financial Services,
(401) 334-0558

1725 Mendon Rd Ste 212
Cumberland, RI 02864-4337
View on Map
(401) 334-0558

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

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

Contact
Raymond J. Arruda, CFP®

Ameriprise Financial Services, Inc.
(401) 824-2556

1 Citizens Plz
Providence, RI 02903-1338
View on Map
(401) 824-2556

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, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Planning

Contact
Charles S Martin, CFP®

Bank of America
(401) 278-5248

111 Westminster St
RI1-102-MZ-03
Providence, RI 02903-2303
View on Map
(401) 278-5248

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

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

Contact
Joseph A. Reidy, CFP®

Ameriprise Financial Services,
(401) 714-0999

1150 New London Ave
Ste 340
Cranston, RI 02920-3036
View on Map
(401) 714-0999

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, Education Planning, Elder Care, Estate Planning, General Financial Planning, Healthcare Planning

Contact
Robert L. Duff, CFP®

Ameriprise Financial Services, Inc.
(401) 681-4612

117 Metro Center Boulevard
Suite 2004
Warwick, RI 02886-1774
View on Map
(401) 681-4612

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, Investment Management, Retirement Planning, Social Security Planning, Tax Planning

Contact
Brad M. Ingegneri, CFP®

Ivy Wealth Management, Inc.
(401) 681-4266

117 Metro Center Blvd
Suite 1001
Warwick, RI 02886-1775
View on Map
(401) 681-4266

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, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning

Contact
Paul J. Torti, CFP®

Torti Insurance-Close To Home Eldercare Advisory
(401) 354-9649

62 Crompton Avenue
West Warwick, RI 02893-3125
View on Map
(401) 354-9649

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

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

Specialties: Budget Development, Comprehensive Financial Planning, Debt Management, Elder Care, General Financial Planning, Healthcare Planning, Insurance Planning

Contact
Eileen K. Leonard, CFP®

Wells Fargo Advisors, LLC
(401) 459-6831

100 Westminster St.
16th Floor
Providence, RI 02903-2393
View on Map
(401) 459-6831

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

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

Contact
Reid H. Hansen, CFP®

Merrill Lynch, Pierce, Fenner & Smith Incorporated
(401) 435-7991

257 County Rd
Barrington, RI 02806-4524
View on Map
(401) 474-7670

Compensation Method: Salary
Minimum Investable Assets: $20,000
Languages: English

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

Specialties: Investment Management

Contact
Michael A. DeCataldo, CFP®

SK Wealth Management, LLC
(401) 231-4595

55 Dorrance St
Providence, RI 02903-2200
View on Map
(401) 331-0500

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

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

Contact
Donald C. Horne, CFP®

Pioneer Financial Group
(401) 385-9252

117 Metro Center Blvd
Suite 2008
Warwick, RI 02886-1772
View on Map
(401) 244-3200

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

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

Contact
Eric Majewski, CFP®

Merrill Lynch
(401) 278-7051

1 Financial Plz Fl 6
Merrill Lynch Wealth Management
Providence, RI 02903-2448
View on Map
(401) 278-7306

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, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

Contact
Joseph E. Kolb, CFP®

Kolb & Company, LLC.
(401) 273-7300

10 Weybosset St Ste 204
Providence, RI 02903-2832
View on Map
(401) 273-7300

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, Budget Development, Comprehensive Financial Planning, Retirement Planning, Wealth Management

Contact
Kathryn Hansmann Welles, CFP®

Merrill Lynch Pierce Fenner & Smith
(401) 845-0731

4 Old Tower Hill Rd
Wakefield, RI 02879-3724
View on Map
(401) 845-0731

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

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

Specialties: Comprehensive Financial Planning, General Financial Planning

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