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

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Certified Financial Planner Board of Standards, Inc.

Oct 14, 2011, 09:51 ET

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.