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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Orinda, CA

Every SEC-registered financial advisor at a firm office in Orinda who lists the Chartered Financial Analyst designation, A to Z.

7 CFA charterholders work in Orinda; the most are at Penserra Capital Management LLC (2). 2 are also registered broker representatives.

CFA advisors in Orinda, A to Z

Every advisor in Orinda →
  • David G. BornPrivate Financial Management LLC · Certified Financial Planner, Chartered Financial Analyst
  • Eugene Y. ChowParagon Asset Management Inc. · Chartered Financial Analyst
  • Katalin O. GingoldPenserra Global Investors LLC · Chartered Financial Analyst
  • Christine M. JohansonPenserra Capital Management LLC · Chartered Financial Analyst
  • Ryan E. KelleyBell Investment Advisors Inc. · Chartered Financial Analyst
  • Ernesto D. TongPenserra Capital Management LLC · Chartered Financial Analyst
  • Peili WangGamma Investing LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Orinda

Penserra Capital Management LLC 2Bell Investment Advisors Inc. 1Gamma Investing LLC 1Paragon Asset Management Inc. 1Penserra Global Investors LLC 1Private Financial Management 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 11Aliso Viejo 10San Rafael 10Berkeley 9Costa Mesa 9Folsom 8

Questions

How many CFA financial advisors are in Orinda, CA?

7 SEC-registered investment adviser representatives at firm offices in Orinda, California list the CFA designation; Penserra Capital Management LLC employs the most of them (2).

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 Orinda?

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.