Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Claremont, CA
Every SEC-registered financial advisor at a firm office in Claremont who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Claremont; the most are at Financial Designs Corporation (3). 5 are also registered broker representatives.
CFP advisors in Claremont, A to Z
Every advisor in Claremont →- Carlos A. BolanosCetera Investment Advisers LLC · Certified Financial Planner
- Thomas K. Carr Jr.Gould Asset Management LLC · Certified Financial Planner
- Vaughn G. HeydelFinancial Designs Corporation · Certified Financial Planner
- Ocean J. HoJ.P. Morgan Securities LLC · Certified Financial Planner
- Serena C. LamGould Asset Management LLC · Certified Financial Planner
- Patrick MerrillStifel, Nicolaus & Company, Incorporated · Certified Financial Planner, Chartered Financial Analyst
- Brandon A. MortonFinancial Designs Corporation · Certified Financial Planner
- Nino G. PavanFinancial Designs Corporation · Certified Financial Planner
- Cynthia StaufferLPL Financial LLC · Certified Financial Planner
- Danielle D. ThiesD.A. Davidson & Co. · Certified Financial Planner
Firms with the most CFP professionals in Claremont
Financial Designs Corporation 3Gould Asset Management LLC 2Cetera Investment Advisers LLC 1D.A. Davidson & Co. 1J.P. Morgan Securities LLC 1LPL Financial LLC 1Stifel, Nicolaus & Company, Incorporated 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 Claremont, CA?
10 SEC-registered investment adviser representatives at firm offices in Claremont, California list the CFP designation; Financial Designs Corporation 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 Claremont?
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.