News 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