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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
Joseph E. Donovan, CFP®

Joseph Donovan
(401) 323-9526

241 Dora Street
Pawtucket, RI 02860-4601
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(401) 323-9526

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

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

Specialties: Accounting, Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care

Contact
Joseph H McGinn, CFP®

Brown, Lisle/Cummings
(401) 421-8900

1 Turks Head Pl Ste 800
Providence, RI 02903-2218
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(401) 421-8900

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: Asset Allocation, Comprehensive Financial Planning, Education Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Planning

Contact
Jeffrey W. Loring, CFP®

Loring Advisory Group
(401) 949-4196

600 Putnam Pike
Suite 4
Greenville, RI 02828-1487
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(401) 949-4196

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

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

Contact
John W. Farmer, CFP®

Citizens Investment Services
(401) 787-5681

2191 Broad St
Cranston, RI 02905-3330
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(401) 787-5681

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, General Financial Planning, Investment Planning, Long-Term Care, Mortgages, Planning for Couples

Contact
Marc R Beausoleil, CFP®

GPS Investment Advisors
(401) 521-5588

42 Weybosset St
Providence, RI 02903-2855
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(401) 521-5588

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, Employee and Employer Plan Benefits, Retirement Income Management, Retirement Planning, Securities, Wealth Management

Contact
Jason Eric Archambault, CFP®

SK Wealth Management, LLC
(401) 752-0578

55 Dorrance St
Providence, RI 02903-2221
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(401) 331-1575

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

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

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning

Contact
Jennifer Lynne Hushion, CFP®

JL Hushion Financial Planning LLC
(401) 272-2300

55 Bluff Ave
Cranston, RI 02905-5105
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(401) 219-6877

325 Angell St
Providence, RI 02906-3245
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(401) 272-2300

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

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

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Cross-Border Planning, Divorce Issues, Education Planning, Elder Care

Contact
Mary Clare O'Grady, CFP®

Merrill Lynch
(401) 863-8666

1 Citizens Plz Ste 1000
Providence, RI 02903-1330
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(401) 863-8666

Compensation Method: None Provided
Minimum Investable Assets: $500,000
Languages: English

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

Specialties: Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care, Mortgages, Tax Planning

Contact
Raymond J. Arruda, CFP®

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

1 Citizens Plz
Providence, RI 02903-1338
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(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
Antonio V. Ricci, CFP®

Trusted Advisors
(401) 942-6900

1119 Reservoir Ave
Cranston, RI 02910-5109
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(401) 942-6900

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: Accounting, Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Insurance Planning

Contact
Mark Riley Williams, CFP®

Commonwealth Financial Network
(401) 849-1319

130 Touro St
Newport, RI 02840-2965
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(401) 849-1319

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

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

Specialties: Asset Allocation, General Financial Planning, Investment Management

Contact
Michael T. Ryan, CFP®

Professional Planning Group
(401) 596-2800

Professional Planning Group
9 Granite St.
Westerly, RI 02891-2207
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(401) 596-2800

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

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

Contact
Edward G. Turnbull, CFP®

Merrill Lynch
(401) 278-7033

1 Financial Plz Fl 6
Providence, RI 02903-2448
View on Map
(401) 278-7033

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: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Retirement Income Management

Contact
Barbara J. Rich, CFP®

Barbara J. Rich
(401) 949-4474

100 Lafayette St
Suite 205
Pawtucket, RI 02860-6008
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(401) 723-9801

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

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

Specialties: Investment Management, Tax Preparation, Women's Finances

Contact
Phil K. Nutting, CFP®

Ameriprise Financial
(401) 681-4621

117 Metro Center Blvd Ste 2004
Warwick, RI 02886-1774
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(401) 681-4621

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: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning

Contact
Mark A. Lavallee, CFP®

Financial Independence, LLC.
(401) 681-4825

931 Jefferson Boulevard
Suite 2005
Warwick, RI 02886-2236
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(401) 681-4825

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, Divorce Issues, Investment Management, Investment Planning, Life Transitions, Retirement Income Management

Contact
Raymond E Berberick, CFP®

Edward Jones
(401) 682-2007

1016 E Main Rd Ste 3A
Portsmouth, RI 02871-2345
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(401) 682-2007

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

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

Contact
Pamela T. Lasher, CFP®

Morgan Stanley Wealth Management
(401) 276-5961

1 Financial Plz
Providence, RI 02903-2448
View on Map
(401) 276-5961

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: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Sudden Wealth Management, Tax Planning

Contact
William S Tuttle, CFP®

Capital Wealth Management, Inc.
(401) 885-1060 x102

1300 Division Road
Suite 203
W. Warwick, RI 02893-7558
View on Map
(401) 885-1060

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

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

Specialties: Asset Allocation, Investment Management, Investment Planning, Securities

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

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