Certified Financial Planners
Manta has 11 businesses under Certified Financial Planners in New Mexico
Featured Company Listings
7770 Jefferson Street Northeast, ste 304
Albuquerque, NM
(505) 252-8294
CLAIMED
Financial Planning
Wealth Management
Equila Financial is a fee-only fiduciary wealth management firm helping clients build their financial future with clarity and confidence. We specialize in personalized financial planning for independent women, small business owners, LGBTQ+ community members, and STEM professionals. Our approach combines analytical precision with caring, hands-on guidance tailored to your values and life stage. At Equila, we create welcoming spaces where your questions are heard, your goals are honored, and your financial plan is developed to foster lasting confidence through every stage of your journey.
600 West San Mateo Road
Santa Fe, NM
(505) 946-9803
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
1781 Commercial Drive Southeast
Rio Rancho, NM
(505) 962-1957
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
277 East Amador Avenue
Las Cruces, NM
(575) 647-7325
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
7900 Jefferson Street Northeast
Albuquerque, NM
(505) 823-6211
CLAIMED
Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
7900 Jefferson Street Ne
Albuquerque, NM
(505) 823-6203
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
6605 Uptown Boulevard Northeast
Albuquerque, NM
(505) 881-7526
CLAIMED
Categorized under Certified Financial Planners
At Steve Lynch Wealth Management in New Mexico, we believe that everyone can benefit from a little money management and planning-however, not all financial professionals you meet with are equal. As a Certified Financial Planner, Steve Lynch and his team have the unique knowledge, training, and experience to provide a level of financial guidance that will help change how you handle your money, and could ultimately, improve your life.
CLAIMED
Categorized under Certified Financial Planners
Allworth Financial's Albuquerque office offers a personalized and comprehensive approach to wealth management. Backed by an award-winning team and national reach, our local fiduciary financial advisors apply modern, sophisticated strategies across investment management, tax planning, estate planning, and insurance. We connect and optimize every part of your financial life-strategically and seamlessly. Contact us to learn more.
1781 Rio Rancho Boulevard Southeast
Rio Rancho, NM
(505) 962-1958
CLAIMED
Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
600 West San Mateo Road
Santa Fe, NM
(505) 414-9551
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
All Company Listings
7770 Jefferson Street Northeast, ste 304
Albuquerque, NM
(505) 252-8294
CLAIMED
Financial Planning
Wealth Management
Equila Financial is a fee-only fiduciary wealth management firm helping clients build their financial future with clarity and confidence. We specialize in personalized financial planning for independent women, small business owners, LGBTQ+ community members, and STEM professionals. Our approach combines analytical precision with caring, hands-on guidance tailored to your values and life stage. At Equila, we create welcoming spaces where your questions are heard, your goals are honored, and your financial plan is developed to foster lasting confidence through every stage of your journey.
600 West San Mateo Road
Santa Fe, NM
(505) 946-9803
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
1781 Commercial Drive Southeast
Rio Rancho, NM
(505) 962-1957
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
7900 Jefferson Street Northeast
Albuquerque, NM
(505) 823-6211
CLAIMED
Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
277 East Amador Avenue
Las Cruces, NM
(575) 647-7325
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
7900 Jefferson Street Ne
Albuquerque, NM
(505) 823-6203
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
6605 Uptown Boulevard Northeast
Albuquerque, NM
(505) 881-7526
CLAIMED
Categorized under Certified Financial Planners
At Steve Lynch Wealth Management in New Mexico, we believe that everyone can benefit from a little money management and planning-however, not all financial professionals you meet with are equal. As a Certified Financial Planner, Steve Lynch and his team have the unique knowledge, training, and experience to provide a level of financial guidance that will help change how you handle your money, and could ultimately, improve your life.
CLAIMED
Categorized under Certified Financial Planners
Allworth Financial's Albuquerque office offers a personalized and comprehensive approach to wealth management. Backed by an award-winning team and national reach, our local fiduciary financial advisors apply modern, sophisticated strategies across investment management, tax planning, estate planning, and insurance. We connect and optimize every part of your financial life-strategically and seamlessly. Contact us to learn more.
1781 Rio Rancho Boulevard Southeast
Rio Rancho, NM
(505) 962-1958
CLAIMED
Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
600 West San Mateo Road
Santa Fe, NM
(505) 414-9551
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
10401 Sierra Bonita Ave NE
Albuquerque, NM
Categorized under Certified Financial Planners
Browse Subcategories
Asset Management (4)
Browse Cities