46 CERTIFIED FINANCIAL PLANNER™ Professionals Named in Barron's Top 100 Wealth Advisors
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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."
Name |
Practice Name |
Location |
|
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® |
Aspiriant |
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 |
|
ABOUT CFP BOARD
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.
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