Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Pleasanton, CA
Every SEC-registered financial advisor at a firm office in Pleasanton who lists the Chartered Financial Analyst designation, A to Z.
6 CFA charterholders work in Pleasanton; the most are at Acumain Capital, LLC (1). 1 are also registered broker representatives.
CFA advisors in Pleasanton, A to Z
Every advisor in Pleasanton →- Robert L. BrownThe R.L. Brown Advisory Group, LLC · Chartered Financial Analyst
- David C. HartGrant Private Wealth Management · Chartered Financial Analyst
- Sanjay K. MisraAcumain Capital, LLC · Chartered Financial Analyst
- Samah S. NaguibPleasanton Wealth · Chartered Financial Analyst
- Li-Wei TsengTransamerica Financial Advisors, LLC · Chartered Financial Analyst
- Sunil Chowdary VemulapalliGolkonda Investment Advisors · Chartered Financial Analyst
Firms with the most CFA charterholders in Pleasanton
Acumain Capital, LLC 1Golkonda Investment Advisors 1Grant Private Wealth Management 1Pleasanton Wealth 1The R.L. Brown Advisory Group, LLC 1Transamerica Financial Advisors, 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 Pleasanton, CA?
6 SEC-registered investment adviser representatives at firm offices in Pleasanton, California list the CFA designation; Acumain Capital, LLC employs the most of them (1).
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 Pleasanton?
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.