Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Calabasas, CA
Every SEC-registered financial advisor at a firm office in Calabasas who lists the Certified Financial Planner designation, A to Z.
33 CFP professionals work in Calabasas; the most are at Morton Wealth (6). 12 are also registered broker representatives.
CFP advisors in Calabasas, A to Z
Every advisor in Calabasas →- Kaela A. AlbaTriagen Wealth Management LLC · Certified Financial Planner
- Jacob AytayanAmeriprise Financial Services, LLC · Certified Financial Planner
- Evan C. BarrettMutual Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kirk A. BellRiverflow Wealth Management, LLC · Certified Financial Planner
- Patrice G. BeningMorton Wealth · Certified Financial Planner
- Brian K. DennisBrian Dennis, Cfp® · Certified Financial Planner, Chartered Financial Consultant
- Kristin DillonMorton Wealth · Certified Financial Planner
- Melissa M. EstradaFidela Wealth · Certified Financial Planner
- Bryan N. GarrisTriagen Wealth Management LLC · Certified Financial Planner
- Zohreh GhaissariModern Wealth Management, LLC · Certified Financial Planner
- Hanna GrichanikNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Richard G. HansenMariner Independent · Certified Financial Planner, Chartered Financial Analyst
- Brandon J. HinesEdward Jones · Certified Financial Planner
- Benjamin D. HowardEdward Jones · Certified Financial Planner
- Aaron G. KirschGreenup Street Wealth Management LLC · Certified Financial Planner
- Justin D. KraneKrane Financial Solutions · Certified Financial Planner
- Michael T. LambrakisAres Financial Consulting LLC · Certified Financial Planner
- Gina A. LapinerAmeriprise Financial Services, LLC · Certified Financial Planner
- Sophie C. LeahyMorton Wealth · Certified Financial Planner
- Bradley A. LevinFocus Partners Wealth, LLC · Certified Financial Planner
- Kevin MajidianJ.P. Morgan Securities LLC · Certified Financial Planner
- Alano D. MassiDynamic · Certified Financial Planner
- Thomas P. MooneyMorton Wealth · Certified Financial Planner
- Joseph R. PerezPeak Financial Planning · Certified Financial Planner
- Meghan H. PinchukMorton Wealth · Certified Financial Planner, Chartered Financial Analyst
- Eric O. PuckettPrivate Wealth Solutions, LLC · Certified Financial Planner
- Morrie W. ReiffModern Wealth Management, LLC · Certified Financial Planner
- Jonathan F. RowseyAmeriprise Financial Services, LLC · Certified Financial Planner
- Trent S. SeyboldLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- David T. TracyFocus Partners Wealth, LLC · Certified Financial Planner
- Nicholas ValaikaMorton Wealth · Certified Financial Planner
- Kevin R. WhittenAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kyle J. WhittenAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Calabasas
Morton Wealth 6Ameriprise Financial Services, LLC 5Edward Jones 2Focus Partners Wealth, LLC 2Modern Wealth Management, LLC 2Triagen Wealth Management LLC 2Ares Financial Consulting LLC 1Brian Dennis, Cfp® 1Dynamic 1Fidela Wealth 1Greenup Street Wealth Management LLC 1J.P. Morgan Securities LLC 1Krane Financial Solutions 1LPL Financial LLC 1Mariner Independent 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 Calabasas, CA?
33 SEC-registered investment adviser representatives at firm offices in Calabasas, California list the CFP designation; Morton Wealth employs the most of them (6).
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 Calabasas?
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.