Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Camarillo, CA
Every SEC-registered financial advisor at a firm office in Camarillo who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Camarillo; the most are at Osaic Wealth, Inc. (4). 12 are also registered broker representatives.
CFP advisors in Camarillo, A to Z
Every advisor in Camarillo →- Thomas J. CronleyEdward Jones · Certified Financial Planner
- David P. FolinoCetera Investment Advisers LLC · Certified Financial Planner
- Kevin FolinoCetera Investment Advisers LLC · Certified Financial Planner
- Cynthia K. FoscueOsaic Wealth, Inc. · Certified Financial Planner
- Richard R. FrankOsaic Wealth, Inc. · Certified Financial Planner
- Michael B. HansonOsaic Wealth, Inc. · Certified Financial Planner
- David B. HooksIht Wealth Management LLC · Certified Financial Planner
- Jordan S. KaneKane Capital Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Gregory J. KarisInflection Advisors · Certified Financial Planner
- Colin R. KilpatrickCentaurus Financial, Inc. · Certified Financial Planner
- Peter P. Kozak IIIBrightpath Wealth Planning, LLC · Certified Financial Planner
- Alexander A. Lyskin Jr.Commonwealth Financial Network · Certified Financial Planner
- Cody M. NighCommonwealth Financial Network · Certified Financial Planner
- Rebecca B. PalmerFruitful · Certified Financial Planner
- Melanie C. TanakaOsaic Wealth, Inc. · Certified Financial Planner
- Christina F. ZinsLPL Financial LLC · Certified Financial Planner
- Gerald J. Zins Jr.Summit Wealth Management Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Camarillo
Osaic Wealth, Inc. 4Cetera Investment Advisers LLC 2Commonwealth Financial Network 2Summit Wealth Management Group, Inc. 2Brightpath Wealth Planning, LLC 1Centaurus Financial, Inc. 1Edward Jones 1Fruitful 1Iht Wealth Management LLC 1Inflection Advisors 1Inflection Retirement Services 1Kane Capital Advisors LLC 1LPL Financial LLC 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 Camarillo, CA?
17 SEC-registered investment adviser representatives at firm offices in Camarillo, California list the CFP designation; Osaic Wealth, Inc. 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 Camarillo?
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.