Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Burlingame, CA
Every SEC-registered financial advisor at a firm office in Burlingame who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Burlingame; the most are at Occidental Asset Management, LLC (3). 7 are also registered broker representatives.
CFP advisors in Burlingame, A to Z
Every advisor in Burlingame →- Lorne AbramsonAbramson Financial Planning, LLC · Certified Financial Planner, Chartered Financial Analyst
- Bugra BakanOccidental Asset Management, LLC · Certified Financial Planner
- Jose F. CamposRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Vidalia B. CornwallTessara Wealth · Certified Financial Planner, Chartered Financial Consultant
- Brian EndicottStrategic Advisers LLC · Certified Financial Planner
- James P. GriffinOccidental Asset Management, LLC · Certified Financial Planner
- Erin A. HadleyOccidental Asset Management, LLC · Certified Financial Planner
- Joann HuberTessara Wealth · Certified Financial Planner, Personal Financial Specialist
- Stephanie J. LeeEast Rock Financial Services, LLC · Certified Financial Planner
- Ronald Patrick P. LynchMorgan Stanley · Certified Financial Planner
- David MagnusonBurlingame Wealth Management, LLC · Certified Financial Planner
- Clayton K. ShumAegis Capital Corp. · Certified Financial Planner
- Eddy H. ShumLPL Financial LLC · Certified Financial Planner, Personal Financial Specialist
- Stephanie H. ShumLPL Financial LLC · Certified Financial Planner
- Shawn TydlaskaTessara Wealth · Certified Financial Planner
- Jeff D. WeberThe Wealth Consulting Group · Certified Financial Planner
Firms with the most CFP professionals in Burlingame
Occidental Asset Management, LLC 3Tessara Wealth 3LPL Financial LLC 2Abramson Financial Planning, LLC 1Aegis Capital Corp. 1Burlingame Wealth Management, LLC 1East Rock Financial Services, LLC 1Morgan Stanley 1Raymond James Financial Services Advisors, Inc. 1Strategic Advisers LLC 1The Wealth Consulting Group 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 Burlingame, CA?
16 SEC-registered investment adviser representatives at firm offices in Burlingame, California list the CFP designation; Occidental Asset Management, LLC employs the most of them (3).
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 Burlingame?
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.