Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Alameda, CA
Every SEC-registered financial advisor at a firm office in Alameda who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Alameda; the most are at Edward Jones (2). 9 are also registered broker representatives.
CFP advisors in Alameda, A to Z
Every advisor in Alameda →- Guy Ben AriEdward Jones · Certified Financial Planner
- Jeffry G. BratzlerBcn Financial, Inc. · Certified Financial Planner
- Kenneth G. CalaLowery Thomas, LLC · Certified Financial Planner
- Minh N. DinhLPL Financial LLC · Certified Financial Planner
- Kevin H. FungCitigroup Global Markets Inc. · Certified Financial Planner
- Zachary R. GinsburgJ.P. Morgan Securities LLC · Certified Financial Planner
- Kevin R. KennedyKevin Kennedy, LLC · Certified Financial Planner
- Edward A. KofmanOsaic Wealth, Inc. · Certified Financial Planner
- Allison R. KvikstadBeacon Pointe Advisors, LLC · Certified Financial Planner
- Lien LayJ.P. Morgan Securities LLC · Certified Financial Planner
- Nirmal RoutEdward Jones · Certified Financial Planner
- Elyse N. SanchezShum Financial Group, Inc. · Certified Financial Planner
- William F. SchaffPhocas Financial Corporation · Certified Financial Planner, Chartered Financial Analyst
- Lan J. ShawIntegrated Wealth Concepts LLC · Certified Financial Planner
- Cliff W. ShumShum Financial Group, Inc. · Certified Financial Planner
- Dianne Y. WoonLincoln Investment · Certified Financial Planner
Firms with the most CFP professionals in Alameda
Edward Jones 2J.P. Morgan Securities LLC 2Shum Financial Group, Inc. 2Bcn Financial, Inc. 1Beacon Pointe Advisors, LLC 1Capital Analysts 1Citigroup Global Markets Inc. 1Integrated Wealth Concepts LLC 1Kevin Kennedy, LLC 1LPL Financial LLC 1Lincoln Investment 1Lowery Thomas, LLC 1Osaic Wealth, Inc. 1Phocas Financial Corporation 1
CFP advisors in other California cities
All of California →San Diego 645San Francisco 422Los Angeles 359Newport Beach 242Irvine 224Walnut Creek 190Torrance 149Pasadena 108San Jose 104Westlake Village 95Santa Barbara 94Roseville 93Folsom 83Carlsbad 82Sacramento 74Santa Monica 74La Jolla 67San Rafael 67Fresno 58Long Beach 54San Ramon 51Santa Rosa 49El Segundo 41San Mateo 40
Questions
How many CFP financial advisors are in Alameda, CA?
16 SEC-registered investment adviser representatives at firm offices in Alameda, California list the CFP designation; Edward Jones employs the most of them (2).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Alameda?
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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.