Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Corona, CA
Every SEC-registered financial advisor at a firm office in Corona who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Corona; the most are at Pacific Capital (2). 8 are also registered broker representatives.
CFP advisors in Corona, A to Z
Every advisor in Corona →- Joshua ConiglioPacific Capital · Certified Financial Planner
- Casey DettorreTrilogy Capital, Inc. · Certified Financial Planner
- Steven M. DitchCetera Investment Advisers LLC · Certified Financial Planner
- Scott J. FotiesLPL Financial LLC · Certified Financial Planner
- Randall A. FrancisPacific Capital · Certified Financial Planner
- Justin A. GuerraStrategic Advisers LLC · Certified Financial Planner
- Cory J. LeckieOsaic Wealth, Inc. · Certified Financial Planner
- Vance LitchfieldMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Sulaiman MayelJ.P. Morgan Securities LLC · Certified Financial Planner
- Jeffrey D. SeuferlingTrilogy Capital, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Corona
Pacific Capital 2Trilogy Capital, Inc. 2Cetera Investment Advisers LLC 1J.P. Morgan Securities LLC 1LPL Financial LLC 1MML Investors Services, LLC 1Osaic Wealth, Inc. 1Strategic Advisers 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 Corona, CA?
10 SEC-registered investment adviser representatives at firm offices in Corona, California list the CFP designation; Pacific Capital employs the most of them (2).
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 Corona?
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.