Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Carlsbad, CA
Every SEC-registered financial advisor at a firm office in Carlsbad who lists the Certified Financial Planner designation, A to Z.
82 CFP professionals work in Carlsbad; the most are at LPL Financial LLC (6). 39 are also registered broker representatives.
CFP advisors in Carlsbad, A to Z
Every advisor in Carlsbad →- James R. AllenAnchor Bay Capital, Inc. · Certified Financial Planner
- Gregg A. AlsburyCharles Schwab & Co., Inc. · Certified Financial Planner
- Nannette L. BeltInspiration Financial Planning · Certified Financial Planner
- William E. BishoffOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Shelley L. BoyceCommonwealth Financial Network · Certified Financial Planner
- Brady C. BoydCoronado Investment Advisors, LLC · Certified Financial Planner
- Matthew T. BrayerCarlsbad Wealth Advisory Group, Inc. · Certified Financial Planner
- Charles R. Brown Jr.Raymond James & Associates, Inc. · Certified Financial Planner
- Gregory J. CarrollWwm Financial · Certified Financial Planner
- Caleb J. CastoAxxcess Wealth Management, LLC · Certified Financial Planner
- Scott A. ChelbergThe Ameriflex Group · Certified Financial Planner
- Steven D. ClementAxxcess Wealth Management, LLC · Certified Financial Planner
- Meris A. CollierAxxcess Wealth Management, LLC · Certified Financial Planner
- Billie C. CookFinancial Focus LLC · Certified Financial Planner
- Brandon K. DalgarnoCetera Investment Advisers LLC · Certified Financial Planner
- Hunter P. DanielIntelligence Driven Advisers, LLC · Certified Financial Planner, Chartered Financial Analyst
- Nicholas J. Di PaoloForum Private Wealth, LLC · Certified Financial Planner
- Charles G. DuncanBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark T. EalyIndependent Financial Group, LLC · Certified Financial Planner
- Alissa FaiersMorgan Stanley · Certified Financial Planner
- Michael C. GallopCommonwealth Financial Network · Certified Financial Planner
- Nicholas J. GardnerThe Financial Team, Inc. · Certified Financial Planner
- Olivia T. GliegeFinancial Focus LLC · Certified Financial Planner
- Boonseon S. GudmundsenBeacon Financial Management LLC · Certified Financial Planner
- Ross B. HansenLPL Financial LLC · Certified Financial Planner
- Taylor W. HindleMariner · Certified Financial Planner
- Nicholas J. IammarinoLPL Financial LLC · Certified Financial Planner
- Gabriel KatznerFrame Wealth Management · Certified Financial Planner
- Thomas V. Kelly IIIKelly Investment Management, LLC · Certified Financial Planner
- Alex KlingensmithIntelligence Driven Advisers, LLC · Certified Financial Planner
- Steven K. KroghLPL Financial LLC · Certified Financial Planner
- Jason R. LabrumIntelligence Driven Advisers, LLC · Certified Financial Planner
- John A. LaceyPacific Point Wealth Management · Certified Financial Planner
- Lawrence M. LaddCoronado Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Matthew L. LeonardEdward Jones · Certified Financial Planner
- Bradley J. LinebergerSeaside Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Andrew R. LippmanCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey R. LungStrategic Advisers LLC · Certified Financial Planner
- Lloyd V. ManzanillaEdward Jones · Certified Financial Planner
- Stephen E. MasulaAdvisors Wealth Management, Inc. · Certified Financial Planner
- Jaclyn P. MazurOsaic Wealth, Inc. · Certified Financial Planner
- Scott A. McClatcheyBallast Rock Private Wealth · Certified Financial Planner
- Deron T. McCoyAxxcess Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Nicholas J. McCoyStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Elizabeth M. McGillPilot Retirement Advisors · Certified Financial Planner
- Patrick R. McGillPilot Retirement Advisors · Certified Financial Planner
- John S. McKeanAe Wealth Management, LLC · Certified Financial Planner
- Shelley M. MuraskoWealthrise Financial Planning, LLC · Certified Financial Planner
- Robert R. NachtsheimLPL Financial LLC · Certified Financial Planner
- James B. OlmoreUnited Capital Financial Advisors · Certified Financial Planner
- Carolina N. OrtizShared Vision Wealth Group · Certified Financial Planner
- Brian R. PattersonAdvisors Capital Management, LLC · Certified Financial Planner
- Justin R. PeekGolden State Wealth Management, LLC · Certified Financial Planner
- Carl J. Pinkard IIAldrich Wealth LP · Certified Financial Planner
- Blake R. PinyanAnchor Bay Capital, Inc. · Certified Financial Planner
- Kevin J. RadcliffeStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Justin A. ReckersFonte Financial Advisors · Certified Financial Planner
- Allen G. ReganVistica Wealth Advisors, LLC · Certified Financial Planner
- David B. ReyesIntelligence Driven Advisers, LLC · Certified Financial Planner
- Eron N. ReyesMariner · Certified Financial Planner, Chartered Financial Analyst
- Benjamin R. RicheyEagle Strategies LLC · Certified Financial Planner
- Eric A. RodriguezWealthbuilders, LLC · Certified Financial Planner
- Joseph W. RottaStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Bradley A. SayreShared Vision Wealth Group · Certified Financial Planner
- Michael W. SellmanCornerstone Wealth Advisors, Inc. · Certified Financial Planner
- Alan G. ShapiroWells Fargo Clearing Services, LLC · Certified Financial Planner
- Andrew P. SontagCarlsbad Wealth Advisory Group, Inc. · Certified Financial Planner
- Heather M. SontagCarlsbad Wealth Advisory Group, Inc. · Certified Financial Planner
- Frank R. StanleyTactive Advisors, LLC · Certified Financial Planner
- Brenton F. StranskyIndependence Square Holdings, LLC · Certified Financial Planner
- Janean E. StripeLPL Financial LLC · Certified Financial Planner
- Kent B. TedrickIntegrated Wealth Concepts LLC · Certified Financial Planner, Chartered Financial Analyst
- Bryan P. TheallShared Vision Wealth Group · Certified Financial Planner
- Jeran S. Van AlfenCentered Financial · Certified Financial Planner
- Maureen L. VerduynThe Financial Team, Inc. · Certified Financial Planner
- Jose Vicente Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Jeffrey F. VisticaVistica Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- John N. VreeburgD.A. Davidson & Co. · Certified Financial Planner
- Brendan M. WhiteJ.P. Morgan Securities LLC · Certified Financial Planner
- Barbara J. WilliamsFinancial Focus LLC · Certified Financial Planner
- Darcy I. WolfeEdward Jones · Certified Financial Planner
- Timothy R. WrightLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Carlsbad
LPL Financial LLC 6Axxcess Wealth Management, LLC 4Intelligence Driven Advisers, LLC 4Carlsbad Wealth Advisory Group, Inc. 3Edward Jones 3Financial Focus LLC 3Shared Vision Wealth Group 3Stifel, Nicolaus & Company, Incorporated 3Anchor Bay Capital, Inc. 2Commonwealth Financial Network 2Coronado Investment Advisors, LLC 2Mariner 2Osaic Wealth, Inc. 2Pilot Retirement Advisors 2The Financial Team, Inc. 2
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 83Sacramento 74Santa Monica 74La Jolla 67San Rafael 67Fresno 58Long Beach 54San Ramon 51Santa Rosa 49El Segundo 41San Mateo 40Menlo Park 39
Questions
How many CFP financial advisors are in Carlsbad, CA?
82 SEC-registered investment adviser representatives at firm offices in Carlsbad, California list the CFP designation; LPL Financial LLC 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 Carlsbad?
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.