Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Concord, CA
Every SEC-registered financial advisor at a firm office in Concord who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Concord; the most are at Archvest Wealth Advisors, Inc. (4). 8 are also registered broker representatives.
CFP advisors in Concord, A to Z
Every advisor in Concord →- Dustin BlodgettIndependent Financial Group, LLC · Certified Financial Planner
- Michael S. ChongLPL Financial LLC · Certified Financial Planner
- Lawrence I. GrossmanArchvest Wealth Advisors, Inc. · Certified Financial Planner
- Jill A. GuintuOsaic Wealth, Inc. · Certified Financial Planner
- Faruk S. JafferIndex Gurus, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Eric T. LaiArchvest Wealth Advisors, Inc. · Certified Financial Planner
- Umberto LeoneEdward Jones · Certified Financial Planner
- Reed A. NothwangCompound Planning, Inc. · Certified Financial Planner
- Andrew J. PetersenAssetmark, Inc. · Certified Financial Planner
- Jill E. ShibuyaArchvest Wealth Advisors, Inc. · Certified Financial Planner
- Ron A. SilvaLPL Financial LLC · Certified Financial Planner
- Thomas B. TaylorCetera Investment Advisers LLC · Certified Financial Planner
- Melissa A. TiscarenoBradley & Company Private Wealth Management, LLC · Certified Financial Planner
- John R. WenzelArchvest Wealth Advisors, Inc. · Certified Financial Planner
- Michael D. WestCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Concord
Archvest Wealth Advisors, Inc. 4Cetera Investment Advisers LLC 2LPL Financial LLC 2Assetmark, Inc. 1Bradley & Company Private Wealth Management, LLC 1Compound Planning, Inc. 1Edward Jones 1Independent Financial Group, LLC 1Index Gurus, Inc. 1Insight Capital Management 1Osaic Wealth, Inc. 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 Concord, CA?
15 SEC-registered investment adviser representatives at firm offices in Concord, California list the CFP designation; Archvest Wealth Advisors, 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 Concord?
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.