46 CERTIFIED FINANCIAL PLANNER™ Professionals Named in Barron's Top 100 Wealth Advisors

Oct 14, 2011, 09:51 ET from Certified Financial Planner Board of Standards, Inc.


WASHINGTON, Oct. 14, 2011 /PRNewswire-USNewswire/ -- CFP Board of Standards is proud to announce that 46 CFP® professionals were named in "Barron's List of Top 100 Independent Wealth Advisors of 2011."

"I want to extend my sincere congratulations to the 46 CERTIFIED FINANCIAL PLANNER professionals named to Barron's Top 100 Independent Wealth Advisors of 2011," said CEO of CFP Board Kevin Keller, noting that Robert Glovsky, CFP® - a former Chair of CFP Board's Board of Directors – appears again on this esteemed list.  "This is a great honor that highlights their dedication to clients, their individual practices and to the financial planning profession."

Barron's generates this list based upon the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

For Barron's full list, visit http://online.barrons.com/report/top-financial-advisors/independent.

"It is rewarding to see CFP® professionals take their practices above and beyond what is expected of them," said current Board Chair Charles Moran, CFP®. "As CFP® professionals, we are held to high standards of practice and ethics by CFP Board. Barron's recognition of these dedicated CFP® professionals reflects well on the standards of excellence that more than 63,000 CFP® professionals maintain on a daily basis."


Practice Name


Robert A. Clarfeld, CFP®

Clarfeld Financial Advisors, Inc.

Tarrytown, New York

Ron Carson, CFP®

Carson Wealth Management Group

Omaha, Nebraska

Peter Mallouk, CFP®

Creative Planning, Inc. 

Leawood, Kansas

Debra Wetherby, CFP®

Wetherby Asset Management 

San Francisco, California

Jon Waldron, CFP®

Waldron Wealth Management 

Bridgeville, Pennsylvania

Tom Tracy, CFP®


San Francisco, California

Brian Holmes, CFP®

Signature Estate & Investment Advisors, LLC

Los Angeles, California

Steven Weinstein, CFP®

Altair Advisers LLC 

Chicago, Illinois

John Lesser, CFP®

Plante Moran Financial Advisors

Auburn Hills, Michigan

Michael Yoshikami, CFP®

YCMNET Advisors 

Walnut Creek, California

Andy Berg, CFP®

Homrich & Berg Inc

Atlanta, Georgia

Timothy Grimes, CFP®

Grimes & Company, Inc. 

Westborough, Massachusetts

Dale Yahnke, CFP®

Dowling & Yahnke, LLC 

San Diego, California

Charles Zhang, CFP®

Zhang Financial 

Portage, Michigan

Susan Kaplan, CFP®

Kaplan Financial Services 

Newton, Massachusetts

Grant Rawdin, CFP®

Wescott Financial Advisory Group LLC

Philadelphia, Pennsylvania

Christopher Cordaro, CFP®

RegentAtlantic Capital 

Morristown, New Jersey

Scott Tiras, CFP®

Ameriprise Financial Services

Houston, Texas

Mark Dixon, CFP®

Plante Moran Financial Advisors

Southfield, Michigan

Thomas Myers, CFP®

Brownson, Rehmus & Foxworth, Inc.

Menlo Park, California

David Bugen, CFP®

RegentAtlantic Capital 

Morristown, New Jersey

Scott T. Henson, CFP®

Hanson McClain Advisors

Sacramento, California

Brent Brodeski, CFP®

Savant Capital Management, Inc

Rockford, Illinois

Gregg Fisher, CFP®

Gerstein Fisher & Associates Inc 

New York, New York

Andrew McMorrow, CFP®

Ballentine Partners, LLC 

Waltham, Massachusetts

Thomas B. Gau, CFP®

Retirement Planning Specialists, Inc.

Ashland, Oregon

Charles Brighton, CFP®

Brighton Jones, LLC

Seattle, Washington

Stephan Cassaday, CFP®

Cassaday & Company Inc 

McLean, Virginia

Joel Isaacson, CFP®

Joel Isaacson & Co., LLC 

New York, New York

Claudia Shilo, CFP®

Ballentine Partners, LLC 

Wolfeboro, New Hampshire

Greg Sullivan, CFP®

Harris SBSB 

McLean, Virginia

Jeffrey Lancaster, CFP®

Bingham Osborn & Scarborough LLC 

San Francisco, California

Kevin Myeroff, CFP®

NCA Financial Planners 

Mayfield Heights, Ohio

Don DeWaay, CFP®

DeWaay Capital Management 

Clive, Iowa

Frederick Paulman, CFP®

RMB Capital Management 

Chicago, Illinois

John Adams Vaccaro, CFP®

Westport Resources Management 

Westport, Connecticut

Gerard Klingman, CFP®

Klingman and Associates, LLC 

New York, New York

Malcolm Makin, CFP®

Professional Planning Group

Westerly, Rhode Island

Charles Thoele, CFP®

Robertson Griege & Thoele 

Dallas, Texas

Michael Chasnoff, CFP®

Truepoint Inc. 

Cincinnati, Ohio

Randall Linde, CFP®

Ameriprise Financial Services, Inc. 

Renton, Washington

Ronald Weiner, CFP®

Retirement Design & Management, Inc. 

Westport, Connecticut

Robert Glovsky, CFP®

Mintz Levin Financial Advisors 

Boston, Massachusetts

Lewis Altfest, CFP®

L.J. Altfest & Company Inc. 

New York, New York

Robert Fragasso, CFP®

Fragasso Financial Advisors

Pittsburgh, Pennsylvania

Rick Van Benschoten, CFP®

Lenox Advisors Inc 

New York, New York

The mission of Certified Financial Planner Board of Standards (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.  CFP Board currently authorizes more than 63,000 individuals to use these marks in the U.S.  For more information about CFP Board, visit www.CFP.net or call 800-487-1497.

SOURCE Certified Financial Planner Board of Standards, Inc.