Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Aliso Viejo, CA
Every SEC-registered financial advisor at a firm office in Aliso Viejo who lists the Certified Financial Planner designation, A to Z.
26 CFP professionals work in Aliso Viejo; the most are at Wealthspire Retirement Advisory (15). 5 are also registered broker representatives.
CFP advisors in Aliso Viejo, A to Z
Every advisor in Aliso Viejo →- Daniel AmaradioSeia · Certified Financial Planner
- Eric C. CarlsonAccelerate Retirement · Certified Financial Planner
- Michael J. CoakleyWealthspire Retirement Advisory · Certified Financial Planner
- Jordan R. CollinsWealthspire Retirement Advisory · Certified Financial Planner
- Mitchell J. FisherPacific Sun Financial Corp. · Certified Financial Planner
- Kenneth A. FranklinLPL Financial LLC · Certified Financial Planner
- Nycole B. FreerEden Financial · Certified Financial Planner
- William Z. FriedrichAccelerate Retirement · Certified Financial Planner
- Jerome A. GreeneJg Wealth Management, LLC · Certified Financial Planner
- Paula A. HendricksonWealthspire Retirement Advisory · Certified Financial Planner
- Thomas A. HeuerWealthspire Institutional, LLC · Certified Financial Planner, Chartered Financial Analyst
- Rizek HousariWealthspire Retirement Advisory · Certified Financial Planner
- Harvey IvoryEdward Jones · Certified Financial Planner
- Vincent G. LearnedWealthspire Retirement Advisory · Certified Financial Planner, Chartered Financial Analyst
- Denise E. LeddyWealthspire Retirement Advisory · Certified Financial Planner
- John L. LivingstonWealthspire Retirement Advisory · Certified Financial Planner
- Eric C. LoydWealthspire Retirement Advisory · Certified Financial Planner
- Gary R. McCarverSelect Money Management, Inc. · Certified Financial Planner
- Kaden McKellWealthspire Retirement Advisory · Certified Financial Planner
- Brady H. RirieWealthspire Retirement Advisory · Certified Financial Planner
- Deshon P. RobinsonWealthspire Retirement Advisory · Certified Financial Planner
- Peter J. SchmitzWealthspire Retirement Advisory · Certified Financial Planner, Chartered Financial Analyst
- Peter A. SnowWealthspire Retirement Advisory · Certified Financial Planner
- Sophois SokhomAccelerate Retirement · Certified Financial Planner
- Jeffery T. SuttonAccelerate Retirement · Certified Financial Planner
- Nicholas K. WalkerWealthspire Retirement Advisory · Certified Financial Planner
Firms with the most CFP professionals in Aliso Viejo
Wealthspire Retirement Advisory 15Accelerate Retirement 4Select Money Management, Inc. 2Eden Financial 1Edward Jones 1Jg Wealth Management, LLC 1LPL Financial LLC 1Pacific Sun Financial Corp. 1Seia 1Wealthspire Institutional, LLC 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 Aliso Viejo, CA?
26 SEC-registered investment adviser representatives at firm offices in Aliso Viejo, California list the CFP designation; Wealthspire Retirement Advisory employs the most of them (15).
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 Aliso Viejo?
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.