Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Anaheim, CA
Every SEC-registered financial advisor at a firm office in Anaheim who lists the Certified Financial Planner designation, A to Z.
The short answer
29 CFP professionals work in Anaheim; the most are at Centaurus Financial, Inc. (8). 24 are also registered broker representatives.
CFP advisors in Anaheim, A to Z
Every advisor in Anaheim →- Alice K. Agyemang-BaduEagle Strategies LLC · Certified Financial Planner
- Rickie C. AmesAmes Financial Services · Certified Financial Planner
- Jason M. BattCentaurus Financial, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jack A. BiedebachLPL Financial LLC · Certified Financial Planner
- Stephen A. BluntRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Robert D. Chatterton Jr.Chatterton & Associates · Certified Financial Planner, Chartered Financial Consultant
- Robert D. Chatterton IIIChatterton & Associates · Certified Financial Planner, Chartered Financial Consultant
- Scott V. CheoLPL Financial LLC · Certified Financial Planner
- Jason M. DepetrisEagle Strategies LLC · Certified Financial Planner
- Corey M. FastEdelman Financial Engines · Certified Financial Planner
- Ronald C. GableCentaurus Financial, Inc. · Certified Financial Planner
- Alexander P. GoldbergMcIlrath & Eck, LLC · Certified Financial Planner
- Darren R. GrossmanCentaurus Financial, Inc. · Certified Financial Planner
- Timothy J. HagueCentaurus Financial, Inc. · Certified Financial Planner
- Armond L. HerndonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Randall K. HuntimerCentaurus Financial, Inc. · Certified Financial Planner
- Jaci L. IannelloEdelman Financial Engines · Certified Financial Planner
- Blanca V. IntriagoCentaurus Financial, Inc. · Certified Financial Planner
- Vijay KumarCetera Investment Advisers LLC · Certified Financial Planner
- Steven P. LaksoLPL Financial LLC · Certified Financial Planner
- Marc G. LinskyCentaurus Financial, Inc. · Certified Financial Planner
- Cory J. MurdockOsaic Wealth, Inc. · Certified Financial Planner
- Eric Y. OhChatterton & Associates · Certified Financial Planner, Chartered Financial Consultant
- Kyle P. SchneiderChatterton & Associates · Certified Financial Planner, Chartered Financial Consultant
- Bradley S. ShammasCreativeone Securities, LLC · Certified Financial Planner
- Nicholas R. SliemersOsaic Wealth, Inc. · Certified Financial Planner
- Kristen M. Vande BosscheLPL Financial LLC · Certified Financial Planner
- Brian D. VosbergCentaurus Financial, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Dale L. WoodwardDw Financial Inc. · Certified Financial Planner
Firms with the most CFP professionals in Anaheim
Centaurus Financial, Inc. 8Chatterton & Associates 4LPL Financial LLC 4Eagle Strategies LLC 2Edelman Financial Engines 2Osaic Wealth, Inc. 2Ames Financial Services 1Cetera Investment Advisers LLC 1Creativeone Securities, LLC 1Dw Financial Inc. 1McIlrath & Eck, LLC 1Raymond James Financial Services Advisors, Inc. 1Wells Fargo Clearing Services, 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 Anaheim, CA?
29 SEC-registered investment adviser representatives at firm offices in Anaheim, California list the CFP designation; Centaurus Financial, Inc. employs the most of them (8).
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 Anaheim?
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.