Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in San Diego, CA
Every SEC-registered financial advisor at a firm office in San Diego who lists the Chartered Financial Analyst designation, A to Z.
The short answer
105 CFA charterholders work in San Diego; the most are at Chandler Asset Management Inc. (10). 25 are also registered broker representatives.
CFA advisors in San Diego, A to Z
Every advisor in San Diego →- Colin AndrewsIndependent Financial Group, LLC · Chartered Financial Analyst
- Scott W. BalderasSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
- John B. BarberTrivant Custom Portfolio Group LLC · Chartered Financial Analyst
- William G. BeamerBack Nine Financial Coaching LLC · Certified Financial Planner, Chartered Financial Analyst
- Matthew S. BelardesIndependent Financial Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Braden G. BotkinLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael S. BrownCorient · Certified Financial Planner, Chartered Financial Analyst
- Martin D. CassellChandler Asset Management Inc. · Chartered Financial Analyst
- Charles F. ChamberlinTelos Capital Management, Inc. · Chartered Financial Analyst
- Alphonse I. Chan Jr.Silvercrest Asset Management Group LLC · Chartered Financial Analyst
- Jonathan L. ChatfieldLm Advisors LLC · Chartered Financial Analyst
- David ChenetPresidio Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Robert K. ChoiSilvercrest Asset Management Group LLC · Chartered Financial Analyst
- Eduardo D. CiuffoAriston Services Group, LLC · Chartered Financial Analyst
- Curtis W. CustardCentura Wealth Advisory · Chartered Financial Analyst
- Christopher B. D'ArcyD'Arcy Capital Management, LLC · Chartered Financial Analyst
- Daniel J. DelaneyChandler Asset Management Inc. · Chartered Financial Analyst
- William Dennehy IIChandler Asset Management Inc. · Chartered Financial Analyst
- Joseph N. Di ScalaSeabird Investment Partners · Chartered Financial Analyst
- Rebecca DodgeBrian D. Lowder, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Ryan J. DykmansDunham · Chartered Financial Analyst
- Jacob T. ErlendsonCorient · Certified Financial Planner, Chartered Financial Analyst
- Ryan J. EspingMma Securities LLC · Chartered Financial Analyst
- Brian C. FaheyPure Financial Advisors, LLC · Chartered Financial Analyst
- Mark D. FlintBeacon Pointe Advisors, LLC · Chartered Financial Analyst
- David A. FosterIntegrated Advisors Network LLC · Chartered Financial Analyst
- Steven D. FriedmanKalo Capital Management, LLC · Chartered Financial Analyst
- Surojeet GhatakLPL Financial LLC · Chartered Financial Analyst
- Jeffrey M. GohslerCorient · Certified Financial Planner, Chartered Financial Analyst
- Jason G. GreerDunham · Chartered Financial Analyst
- Michael W. GriffinStack Asset Management · Chartered Financial Analyst
- Robert J. Hanlon IIICorient · Chartered Financial Analyst
- Michael C. HarrisTrivant Custom Portfolio Group LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael HeymanHeyman Investment Counseling LLC · Chartered Financial Analyst
- David M. HobbsCorient · Certified Financial Planner, Chartered Financial Analyst
- Brandon W. HobsonPracticecfo Investments · Chartered Financial Analyst
- Lane P. HusteadCorient · Chartered Financial Analyst
- Kevin M. KeefeIndependent Financial Group, LLC · Chartered Financial Analyst
- Preston M. KernJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Analyst
- Brian KimLPL Financial LLC · Chartered Financial Analyst
- Michael G. KinnearBrian D. Lowder, Inc. · Certified Financial Planner, Chartered Financial Analyst
- David J. KrakauerMercer Global Advisors Inc. · Chartered Financial Analyst
- Michael B. KrauseCounterpoint Asset Management LLC · Chartered Financial Analyst
- Curtis S. KrietzbergLPL Financial LLC · Chartered Financial Analyst
- Henry LaoLPL Financial LLC · Chartered Financial Analyst
- Jay I. LiaoMandala Wealth Management, LLC · Chartered Financial Analyst
- Francisco X. LopezWillow Creek Financial · Chartered Financial Analyst
- John M. LordIndependent Financial Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Brian D. LowderBrian D. Lowder, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Robert L. LucentePure Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- David R. LueckeChandler Asset Management Inc. · Chartered Financial Analyst
- Genevieve C. LynkiewiczChandler Asset Management Inc. · Chartered Financial Analyst
- David R. MarchesaniIapetus Capital, Inc. · Chartered Financial Analyst
- Collin D. MartinCetera Investment Management LLC · Chartered Financial Analyst
- Barry D. MasciWells Fargo Clearing Services, LLC · Chartered Financial Analyst
- Jennifer B. MatthewsMcNaughton Wealth Management, LLC · Chartered Financial Analyst
- John C. McDowellChandler Asset Management Inc. · Chartered Financial Analyst
- Stefan MeierhoferTelos Capital Management, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Arthur E. MolloyIndependent Financial Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Nathan R. MooreIndependent Financial Group, LLC · Chartered Financial Analyst
- James A. NailChandler Asset Management Inc. · Chartered Financial Analyst
- Nathan C. NicholasPure Financial Advisors, LLC · Chartered Financial Analyst
- Jonas E. NoackMercer Global Advisors Inc. · Chartered Financial Analyst
- Anders J. NorrmanSpreckels Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Robert NowakPure Financial Advisors, LLC · Chartered Financial Analyst
- Christopher J. PaolantonioMercer Global Advisors Inc. · Chartered Financial Analyst
- Nathan B. ParkerCommonwealth Financial Network · Chartered Financial Analyst
- Timothy R. PashleyMadison Avenue Securities, LLC · Chartered Financial Analyst
- Brett R. PernicanoCorient · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Brian K. PerryPure Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- John M. PetersCorient · Certified Financial Planner, Chartered Financial Analyst
- Mark PetrieAspiriant, LLC · Certified Financial Planner, Chartered Financial Analyst
- Olivian T. PitisCsj Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jeffrey S. PlattPlatt Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Michael A. RandallOak Summit Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Christopher K. RicheySilvercrest Asset Management Group LLC · Chartered Financial Analyst
- Tyler B. RoweStolper & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst
- Patrick RuSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
- Matthew R. RyanFocused Mission Financial · Certified Financial Planner, Chartered Financial Analyst
- Timothy A. SagawaGradient Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jayson SchmittChandler Asset Management Inc. · Chartered Financial Analyst
- Nicholas SchoettleCetera Investment Advisers LLC · Chartered Financial Analyst
- Amar N. ShahClient First Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
- Madison N. SharickNectarine · Certified Financial Planner, Chartered Financial Analyst
- Emi ShindoLPL Financial LLC · Chartered Financial Analyst
- Michael G. SindiciAristotle Capital Management, LLC · Chartered Financial Analyst
- Jagdish (Jay) N. SitlaniPacific Point Advisors, LLC · Chartered Financial Analyst
- George H. SmithLPL Financial LLC · Chartered Financial Analyst
- Emily G. StroudLPL Financial LLC · Chartered Financial Analyst
- Michael B. TaylorCounterpoint Asset Management LLC · Chartered Financial Analyst
- Dean H. ThompsonJ.P. Morgan Securities LLC · Chartered Financial Analyst
- Timothy A. TodaroRice Hall James & Associates LLC · Chartered Financial Analyst
- Brett J. UpperTide Cove Capital Partners LLC · Chartered Financial Analyst
- Brooke E. WarnerFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jason E. WashburnChandler Asset Management Inc. · Chartered Financial Analyst
- Carter L. WatsonFelspar Financial · Certified Financial Planner, Chartered Financial Analyst
- Takaya WeckleClutinger Williams & Verhoye Inc. · Chartered Financial Analyst
- Andrew W. WeldTelos Capital Management, Inc. · Chartered Financial Analyst
- Michael R. WhitehurstTelos Capital Management, Inc. · Chartered Financial Analyst
- Rare I. WilliamsChandler Asset Management Inc. · Chartered Financial Analyst
- Scott B. WilliamsClutinger Williams & Verhoye Inc. · Certified Financial Planner, Chartered Financial Analyst
- Vincent A. WillyardEvolution Global Advisors, LLC · Chartered Financial Analyst
- Henry W. Winship IVPacific Point Advisors, LLC · Chartered Financial Analyst
- Jeffrey S. WittMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Analyst
- Thomas A. WyckoffLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in San Diego
Chandler Asset Management Inc. 10LPL Financial LLC 9Corient 8Independent Financial Group, LLC 6Pure Financial Advisors, LLC 5Mercer Global Advisors Inc. 4Telos Capital Management, Inc. 4Brian D. Lowder, Inc. 3Silvercrest Asset Management Group LLC 3Cetera Investment Advisers LLC 2Clutinger Williams & Verhoye Inc. 2Counterpoint Asset Management LLC 2Dunham 2J.P. Morgan Securities LLC 2Pacific Point Advisors, LLC 2
CFA advisors in other California cities
All of California →San Francisco 180Los Angeles 169Newport 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 8San Jose 8
Questions
How many CFA financial advisors are in San Diego, CA?
105 SEC-registered investment adviser representatives at firm offices in San Diego, California list the CFA designation; Chandler Asset Management Inc. employs the most of them (10).
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 Diego?
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.