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Press Release

Investopedia 100 Top Financial Advisors of 2019

July 31, 2019

Investopedia released their 2019 list of Top 100 Financial Advisors. This list showcases advisors who are activity working towards advancing the financial planning profession. Through their passion and dedication to the practice, drive to bring global awareness to financial literacy and their ability to provide clients with knowledge and sound advice, these advisors are continuously striving to make a difference. 

Among this year’s top 100 Advisors, 58 of those recognized are CFP® professionals:

NAME

FIRM

LOCATION

STATE

Dana Anspach, CFP®

Sensible Money, LLC

Scottsdale

AZ

Louis Barajas, CFP®

Louis Barajas

Santa Fe Springs

CA

Brittney Castro, CFP®

Financially Wise, Inc.

Los Angeles

CA

Hilary Hendershott, CFP®

Hendershott Wealth Management, LLC

San Jose

CA

Ara Oghoorian, CFP®

ACap Asset Management

Encino

CA

Robert Pagliarini, CFP®

Pacifica Wealth

Mission Viejo

CA

David Rae, CFP®

Financial Planner LA

Los Angeles

CA

Breanna Reish, CFP®

Wealth of Confidence

Riverside

CA

Taylor Schulte, CFP®

Define Financial

San Diego

CA

David Waldrop, CFP®

Bridgeview Capital Advisors, Inc.

El Dorado Hills

CA

Nella Webster, CFP®

Miracle Mile Advisors

Newport Coast

CA

Barry Flagg, CFP®

Veralytic

Tampa

FL

Carolyn McClanahan, CFP®

Life Planning Partners, Inc.

Jacksonville

FL

Travis Sickle, CFP®

Sickle Hunter Financial Advisors

Tampa

FL

Rebecca Walser, CFP®

Walser Wealth Management

Tampa

FL

Eric Billimoria, CFP®

WealthCare Advisors, LLC

Schaumburg

IL

Dave Grant, CFP®

Retirement Matters, Inc.

Barrington

IL

Phil Huber, CFP®

Huber Financial Advisors, LLC

Chicago

IL

Heather Locus, CFP®

Balasa Dinverno Foltz LLC

Itasca

IL

Justin Castelli, CFP®

RLS Wealth Management

Fishers

IN

Adam Cmejla, CFP®

Integrated Planning & Wealth Management, LLC

Carmel

IN

Peter Mallouk, CFP®

Creative Planning, Inc.

Overland Park

KS

Chris Chen, CFP®

Insight Financial Strategists, LLC

Waltham

MA

Eric Roberge, CFP®

Beyond Your Hammock

Boston

MA

Jeffrey Tomaneng, CFP®

Jeffrey N. Tomaneng

Waltham

MA

Lazetta Braxton, CFP®

Financial Fountains

Baltimore

MD

CFP Board Ambassador Marguerita Cheng, CFP®

Blue Ocean Global Wealth

Gaithersburg

MD

Rianka Dorsainvil, CFP®

Your Greatest Contribution

Lanham

MD

Zaneilia Harris, CFP®

H&H Wealth Management

Upper Marlboro

MD

Michael Kitces, CFP®

Pinnacle Advisory Group, Inc.

Columbia

MD

George Papadopoulos, CFP®

George Papadopoulos

Novi

MI

Kyle Moore, CFP®

Quarry Hill Advisors

St. Paul

MN

Peter Lazaroff, CFP®

Plancorp, LLC

Saint Louis

MO

Benjamin Brandt, CFP®

Capital City Wealth Management

Bismarck

ND

Ron Carson, CFP®

Carson Wealth

Omaha

NE

Paul West, CFP®

Carson Wealth

Omaha

NE

David Dietze, CFP®

Point View Wealth Management, Inc.

Summit

NJ

Michael Kay, CFP®

Financial Life Focus, LLC

Livingston

NJ

Brendan Mullooly, CFP®

Mullooly Asset Management, Inc.

Wall Township

NJ

Douglas Boneparth, CFP®

Bone Fide Wealth, LLC

New York City

NY

Cary Carbonaro, CFP®

United Capital

Huntington

NY

Stacy Francis, CFP®

Francis Financial

New York City

NY

Anthony Isola, CFP®

Ritholtz Wealth Management LLC

Stony Brook

NY

Jeffrey Levine, CFP®

Blueprint Wealth Alliance

Garden City

NY

Roger Ma, CFP®

Lifelaidout

New York City

NY

Ronald Rogé, CFP®

R.W. Rogé & Company

Long Island

NY

David Flores Wilson, CFP®

Watts Capital

New York City

NY

Justin Goodbread, CFP®

Heritage Investors

Knoxville

TN

Sophia Bera, CFP®

Gen Y Planning

Austin

TX

Scott Bishop, CFP®

STA Wealth Management

Houston

TX

Kim Butler, CFP®

Partners for Prosperity, LLC

Mount Enterprise

TX

Hannah Moore, CFP®

Guiding Wealth Management

Dallas

TX

Stephanie Sammons, CFP®

Sammons Wealth Management

Dallas

TX

Rob Schulz, CFP®

Schulz Wealth

Mansfield

TX

Roger Whitney, CFP®

The Retirement Answer Man

Fort Worth

TX

Sterling Neblett, CFP®

Centurion Wealth Management

McLean

VA

Margaret 'Meg' Bartelt, CFP®

FLOW Financial Planning

Bellingham

WA

Robert Ridel, CFP®

Endowment Wealth Management, Inc.

Appleton

WI













Investopedia ranked the Top 10 Advisors of 2019, with CFP® professionals taking seven spots.

(1) Michael Kitces, CFP®
(3) Sofia Bera, CFP®
(4) Cary Carbonaro, CFP® (CFP Board Ambassador)
(5) Marguerita Cheng, CFP® (CFP Board Ambassador)
(7) Douglas A. Boneparth, CFP® (CFP Board Ambassador)
(9) Ron Carson, CFP®
(10) Lazetta Braxton, CFP®

Investopedia's proprietary methodology focuses on awarding financial advisors who have demonstrated a top-of-the-industry ability to reach the largest and most relevant financial and investing audience, as measured by the impact and quality of their published work, public appearances, and online following. The 2019 Investopedia 100 also heavily weighed peer-to-peer nominations, highlighting the most influential advisors who were recommended by their peers. We receive no compensation from placing advisors on our list, nor does an advisor's appearance on our list constitute an individual endorsement by Investopedia of such advisor.

ABOUT CFP BOARD

Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms and consumer groups as the standard for financial planning, CFP® certification is held by more than 83,000 people in the United States.

CONTACT

Dan Drummond, Director of Communications
202-379-2252
Mobile: 202-243-8621
ddrummond@cfpboard.org