Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Saratoga, CA

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

6 CFA charterholders work in Saratoga; the most are at Saratoga Research & Investment Management (5). 0 are also registered broker representatives.

CFA advisors in Saratoga, A to Z

Every advisor in Saratoga →
  • Milind M. BedekarTechnovision Management LLC · Chartered Financial Analyst
  • Matthew D. CasasSaratoga Research & Investment Management · Chartered Financial Analyst
  • Marc C. CrosbySaratoga Research & Investment Management · Certified Financial Planner, Chartered Financial Analyst
  • Robert L. MengSaratoga Research & Investment Management · Chartered Financial Analyst
  • Joseph H. PollardSaratoga Research & Investment Management · Chartered Financial Analyst
  • Philip A. SpencerSaratoga Research & Investment Management · Chartered Financial Analyst

Firms with the most CFA charterholders in Saratoga

Saratoga Research & Investment Management 5Technovision 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 Saratoga, CA?

6 SEC-registered investment adviser representatives at firm offices in Saratoga, California list the CFA designation; Saratoga Research & Investment Management employs the most of them (5).

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 Saratoga?

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.