Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Carmel, CA

Every SEC-registered financial advisor at a firm office in Carmel who lists the Certified Financial Planner designation, A to Z.

12 CFP professionals work in Carmel; the most are at Praetorian Guard, A Division Of Praetorian Wealth Management,inc (4). 6 are also registered broker representatives.

CFP advisors in Carmel, A to Z

Every advisor in Carmel →
  • Javier K. BolanteEdward Jones · Certified Financial Planner
  • Timothy P. BreretonOsaic Wealth, Inc. · Certified Financial Planner
  • George C. ChobanyOsaic Wealth, Inc. · Certified Financial Planner
  • Joseph P. ClarkPraetorian Guard, A Division Of Praetorian Wealth Management,inc · Certified Financial Planner
  • Jeremy M. ConnallyPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Danny N. Darchuck Jr.Topturn Capital, LLC · Certified Financial Planner
  • Evan DaviesPraetorian Guard, A Division Of Praetorian Wealth Management,inc · Certified Financial Planner
  • Paula F. De VosSynergist Wealth Advisors · Certified Financial Planner
  • Todd B. DoleshalLPL Financial LLC · Certified Financial Planner
  • Richard A. HewittPraetorian Guard, A Division Of Praetorian Wealth Management,inc · Certified Financial Planner
  • Andrew W. NelsonPraetorian Guard, A Division Of Praetorian Wealth Management,inc · Certified Financial Planner
  • Allison C. RyanWells Fargo Clearing Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Carmel

Praetorian Guard, A Division Of Praetorian Wealth Management,inc 4Osaic Wealth, Inc. 2Edward Jones 1LPL Financial LLC 1Principal Securities, Inc. 1Synergist Wealth Advisors 1Topturn Capital, LLC 1Wells Fargo Clearing Services, 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 Carmel, CA?

12 SEC-registered investment adviser representatives at firm offices in Carmel, California list the CFP designation; Praetorian Guard, A Division Of Praetorian Wealth Management,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 Carmel?

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.