$98,838
Avg. Salary
Avg. Hourly Rate
Help us gather more data! Is Certified Financial Planner (CFP) your job title? Find out what you're worth.

The average pay for a Certified Financial Planner (CFP) in Boca Raton, Florida is {{pay}} per hour.

The average pay for a Certified Financial Planner (CFP) in Boca Raton, Florida is $98,838 per year.

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MEDIAN $0.00
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$99k
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MEDIAN $98,838

Job Description for Certified Financial Planner (CFP)

While many entities provide financial planning assistance to people who want a better handle on their financial situations and goals, a certified financial planner (CFP) can truly be considered a professional in the field. CFPs are only granted this title after passing a grueling certification process which ensures the individual's extensive knowledge of all aspects of the work; these include retirement planning and tax laws and regulations, as well as insurance and investment vehicles. Certified financial planners work with individuals, either under the auspices of a financial institution or in private practice, to help them manage money, income, and expenses.

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Certified Financial Planner (CFP) Tasks
  • Interview individuals or businesses to identify financial goals, concerns, and opportunities.
  • Create agendas, spreadsheets, and meeting materials to discuss investments, savings, and asset allocation.
  • Document and revise financial plans for clients.

About Boca Raton, Florida

Palm Beach County, Florida
93,226
Male:
44,760 (48.0%)
Female:
48,466 (52.0%)
Boca Raton (/ˈboʊkə rəˈtoʊn/; Spanish: [ˈboka raˈton]) is the southernmost city in Palm Beach County, Florida, United States, first incorporated on August 2, 1924 as "Bocaratone", and then incorporated as "Boca Raton" in 1925. The 2014 population estimated by the U.S. Census Bureau was 91,332. However, approximately 200,000 people with a Boca Raton postal address reside outside its municipal boundaries. Such areas include newer developments like West Boca Raton. As a business center, the city also experiences significant daytime population increases. It is one of the wealthiest communities in the United States. Boca Raton is located 43 miles (69 km) north of Miami and is a principal city of the Miami metropolitan area, which was home to an estimated 6,012,331 people at the 2015 census. Boca Raton is home to the main campus of Florida Atlantic University and the corporate headquarters of Office Depot and ADT. It is also home to the Evert...
Boca Raton:
$71,678
Florida:
$49,426
$1,631
Boca Raton:
$402,100
Florida:
$179,800
2.1%

Certified Financial Planner (CFP) Job Listings

Key Stats for Certified Financial Planner (CFP)

1-4 years
25%
5-9 years
50%
20 years or more
25%

Years of Experience

1-4 years
25%
5-9 years
50%
20 years or more
25%

Common Health Benefits

medical benefits
Medical: 100%
dental benefits
Dental: 100%
vision benefits
Vision: 100%
no benefits
None: