Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Atascadero, CA
Every SEC-registered financial advisor at a firm office in Atascadero who lists the Certified Financial Planner designation, A to Z.
The short answer
6 CFP professionals work in Atascadero; the most are at LPL Financial LLC (2). 2 are also registered broker representatives.
CFP advisors in Atascadero, A to Z
Every advisor in Atascadero →- John D. BuergerAltus Wealth Solutions · Certified Financial Planner
- Kaitlin M. HewellHewell Financial Group, Inc. · Certified Financial Planner
- Nelson M. KobataLPL Financial LLC · Certified Financial Planner
- Paul A. ParottiSlo Money Managers · Certified Financial Planner
- Jacob T. RothmanRothman Investment Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Thomas T. VigilLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Atascadero
LPL Financial LLC 2Altus Wealth Solutions 1Hewell Financial Group, Inc. 1Kobata Financial 1Rothman Investment Management, LLC 1Slo Money Managers 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 Atascadero, CA?
6 SEC-registered investment adviser representatives at firm offices in Atascadero, California list the CFP designation; LPL Financial LLC 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 Atascadero?
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.