Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Aliso Viejo, CA
Every SEC-registered financial advisor at a firm office in Aliso Viejo who lists the Chartered Financial Analyst designation, A to Z.
The short answer
10 CFA charterholders work in Aliso Viejo; the most are at Wealthspire Retirement Advisory (7). 0 are also registered broker representatives.
CFA advisors in Aliso Viejo, A to Z
Every advisor in Aliso Viejo →- Jason R. ClarkMariner Independent · Chartered Financial Analyst
- Jeffrey S. ElvanderFlexpath Strategies · Chartered Financial Analyst
- Ryan R. HamiltonWealthspire Retirement Advisory · Chartered Financial Analyst
- Thomas A. HeuerWealthspire Retirement Advisory · Certified Financial Planner, Chartered Financial Analyst
- Geoffrey V. KeelingWealthspire Retirement Advisory · Chartered Financial Analyst
- Christopher D. LangstaffWealthspire Retirement Advisory · Chartered Financial Analyst
- Vincent G. LearnedWealthspire Retirement Advisory · Certified Financial Planner, Chartered Financial Analyst
- Christopher QuigleyMariner Independent · Chartered Financial Analyst
- Peter J. SchmitzWealthspire Retirement Advisory · Certified Financial Planner, Chartered Financial Analyst
- Solomon StewartWealthspire Retirement Advisory · Chartered Financial Analyst
Firms with the most CFA charterholders in Aliso Viejo
Wealthspire Retirement Advisory 7Mariner Independent 2Flexpath Strategies 1Wealthspire Advisors 1Wealthspire Institutional, LLC 1
CFA advisors in other California cities
All of California →San Francisco 180Los Angeles 169San Diego 110Newport Beach 80Irvine 51Pasadena 43Foster City 32Walnut Creek 29Torrance 24Beverly Hills 21San Mateo 20Menlo Park 19Palo Alto 19La Jolla 18Santa Barbara 17El Segundo 16Oakland 12Santa Monica 12Carlsbad 11San Rafael 10Berkeley 9Costa Mesa 9Folsom 8San Jose 8
Questions
How many CFA financial advisors are in Aliso Viejo, CA?
10 SEC-registered investment adviser representatives at firm offices in Aliso Viejo, California list the CFA designation; Wealthspire Retirement Advisory employs the most of them (7).
What is a CFA?
CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.
How do I check a CFA in Aliso Viejo?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.