Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Beverly Hills, CA
Every SEC-registered financial advisor at a firm office in Beverly Hills who lists the Certified Financial Planner designation, A to Z.
38 CFP professionals work in Beverly Hills; the most are at Morgan Stanley (7). 21 are also registered broker representatives.
CFP advisors in Beverly Hills, A to Z
Every advisor in Beverly Hills →- Shyan M. ArdalanMorgan Stanley · Certified Financial Planner
- Joseph F. AudaySteelpeak Wealth, LLC · Certified Financial Planner
- Danielle P. BarriosMorgan Stanley · Certified Financial Planner
- Amy S. BornSvb Wealth · Certified Financial Planner, Chartered Financial Analyst
- John D. BunzelMorgan Stanley · Certified Financial Planner
- Richard D. CordellHsbc Securities (USA) Inc. · Certified Financial Planner
- Gina J. DandreaEmpower Advisory Group, LLC · Certified Financial Planner
- Patricia F. DelkRBC Capital Markets, LLC · Certified Financial Planner
- Sebastian E. EcclesLife Line Wealth Management LLC · Certified Financial Planner
- Dimitry FarberovCompound Planning, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Todd N. GolperElyxium Wealth LLC · Certified Financial Planner
- Bradley S. HammermanBeverly Hills Private Wealth, LLC · Certified Financial Planner
- David A. HorvitzCheviot Value Management, LLC · Certified Financial Planner
- Seok JoOsaic Wealth, Inc. · Certified Financial Planner
- Elizabeth L. JohnstonRBC Capital Markets, LLC · Certified Financial Planner
- Caroline E. KnuffScs Capital Management LLC · Certified Financial Planner
- Shih-Hua LiuMorgan Stanley · Certified Financial Planner
- Lameck H. LukangaLife Line Wealth Management LLC · Certified Financial Planner
- Vladislav MadatovMorgan Stanley · Certified Financial Planner
- Andrei MaganaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Dmitry MatousovWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Nancy L. McCreadyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Cristian E. MundyLife Line Wealth Management LLC · Certified Financial Planner
- Sharon NassirzadehAire Advisors, LLC · Certified Financial Planner
- Anh Hong NguyenCitigroup Global Markets Inc. · Certified Financial Planner
- Carol A. O'BoyleO'Boyle Wealth Management, Inc. · Certified Financial Planner
- Joseph A. O'BoyleO'Boyle Wealth Management, Inc. · Certified Financial Planner
- David L. RosenbergMorgan Stanley · Certified Financial Planner
- Scott M. ShagrinBeverly Hills Private Wealth, LLC · Certified Financial Planner
- Jeffrey M. SmithWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael S. SyEquity Services, Inc. · Certified Financial Planner
- Neil T. UngerAire Advisors, LLC · Certified Financial Planner
- Claire WarrenElyxium Wealth LLC · Certified Financial Planner
- James M. WhitingCheviot Value Management, LLC · Certified Financial Planner
- Zhengnan XuRBC Securities, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Linda M. YangCitizens Securities, Inc. · Certified Financial Planner
- Jacqueline B. YappSiebert Advisornxt, LLC. · Certified Financial Planner
- Stephen J. YovetichMorgan Stanley · Certified Financial Planner
Firms with the most CFP professionals in Beverly Hills
Morgan Stanley 7Life Line Wealth Management LLC 3Wells Fargo Clearing Services, LLC 3Aire Advisors, LLC 2Beverly Hills Private Wealth, LLC 2Cheviot Value Management, LLC 2Elyxium Wealth LLC 2O'Boyle Wealth Management, Inc. 2RBC Capital Markets, LLC 2Citigroup Global Markets Inc. 1Citizens Private Wealth 1Citizens Securities, Inc. 1Compound Planning, Inc. 1Empower Advisory Group, LLC 1Equity Services, 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 Beverly Hills, CA?
38 SEC-registered investment adviser representatives at firm offices in Beverly Hills, California list the CFP designation; Morgan Stanley employs the most of them (7).
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 Beverly Hills?
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.