Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in San Clemente, CA
Every SEC-registered financial advisor at a firm office in San Clemente who lists the Chartered Financial Analyst designation, A to Z.
5 CFA charterholders work in San Clemente; the most are at 8020 Capital Management (1). 2 are also registered broker representatives.
CFA advisors in San Clemente, A to Z
Every advisor in San Clemente →- Daniel J. CostiganTwo Palms Financial · Certified Financial Planner, Chartered Financial Analyst
- Scott J. Monroe8020 Capital Management · Certified Financial Planner, Chartered Financial Analyst
- Leonard E. Moulin IIIIgnite Planners LLC · Chartered Financial Analyst
- Thomas J. SnyderLPL Financial LLC · Chartered Financial Analyst
- Riley S. StephensonStephenson And Company, Inc. · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in San Clemente
8020 Capital Management 1Ignite Planners LLC 1LPL Financial LLC 1Stephenson And Company, Inc. 1Two Palms Financial 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 San Clemente, CA?
5 SEC-registered investment adviser representatives at firm offices in San Clemente, California list the CFA designation; 8020 Capital Management 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 San Clemente?
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.