Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Berkeley, CA
Every SEC-registered financial advisor at a firm office in Berkeley who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Berkeley; the most are at North Berkeley Wealth Management, LLC (4). 1 are also registered broker representatives.
CFP advisors in Berkeley, A to Z
Every advisor in Berkeley →- Ariana AlisjahbanaNorth Berkeley Wealth Management, LLC · Certified Financial Planner
- Claudina E. CampbellWillow Grove Advisors, LLC · Certified Financial Planner
- Alison C. DaviesFruition Advisors LLC · Certified Financial Planner
- Tim EverhartJ.P. Morgan Securities LLC · Certified Financial Planner
- David A. FlowersD.A. Flowers & Company, LLC · Certified Financial Planner
- Sean M. KenmoreAffinity Capital Advisors LLC · Certified Financial Planner
- Katherine C. KingNorth Berkeley Wealth Management, LLC · Certified Financial Planner
- Wing-Yin E. KongWillow Grove Advisors, LLC · Certified Financial Planner
- Brian T. KozelNorth Berkeley Wealth Management, LLC · Certified Financial Planner
- Shannon S. LemonElmwood Wealth Management · Certified Financial Planner
- Juliana MoravyElmwood Wealth Management · Certified Financial Planner
- Allan W. MoskowitzMason & Associates, Inc. · Certified Financial Planner
- Jennifer A. ReganNorth Berkeley Wealth Management, LLC · Certified Financial Planner
- Carrie A. SaxEp Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
- Shilu ShengCreative Planning · Certified Financial Planner
- Amy S. ThacherBlume Capital Management, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Berkeley
North Berkeley Wealth Management, LLC 4Elmwood Wealth Management 2Willow Grove Advisors, LLC 2Affinity Capital Advisors LLC 1Blume Capital Management, Inc. 1Creative Planning 1D.A. Flowers & Company, LLC 1Ep Wealth Advisors 1Fruition Advisors LLC 1J.P. Morgan Securities LLC 1Mason & Associates, Inc. 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 Berkeley, CA?
16 SEC-registered investment adviser representatives at firm offices in Berkeley, California list the CFP designation; North Berkeley Wealth Management, LLC employs the most of them (4).
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 Berkeley?
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.