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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in San Ramon, CA

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

The short answer

5 CFA charterholders work in San Ramon; the most are at Blossom Wealth Management, LLC (1). 1 are also registered broker representatives.

CFA advisors in San Ramon, A to Z

Every advisor in San Ramon →
  • Craig E. BraemerBlossom Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Cole E. DurkinInsight Wealth Strategies, LLC · Chartered Financial Analyst
  • David D. FernandezCaptrust · Certified Financial Planner, Chartered Financial Analyst
  • Sharon C. LinEagle Strategies LLC · Chartered Financial Analyst
  • Dajin T. YangNew Insight Wealth Advisors · Chartered Financial Analyst

Firms with the most CFA charterholders in San Ramon

Blossom Wealth Management, LLC 1Captrust 1Eagle Strategies LLC 1Insight Wealth Strategies, LLC 1New Insight Wealth Advisors 1

CFA advisors in other California cities

All of California →

San Francisco 206Los Angeles 200San Diego 116Newport Beach 87Irvine 53Pasadena 47Walnut Creek 36Foster City 33Torrance 27Beverly Hills 23Menlo Park 21San Mateo 20El Segundo 19La Jolla 19Palo Alto 19Santa Barbara 17Carlsbad 14Oakland 13San Rafael 13Santa Monica 13Aliso Viejo 10Berkeley 10Calabasas 10Folsom 10

Questions

How many CFA financial advisors are in San Ramon, CA?

5 SEC-registered investment adviser representatives at firm offices in San Ramon, California list the CFA designation; Blossom Wealth Management, 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 San Ramon?

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.