Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Corte Madera, CA
Every SEC-registered financial advisor at a firm office in Corte Madera who lists the Certified Financial Planner designation, A to Z.
13 CFP professionals work in Corte Madera; the most are at Charles Schwab & Co., Inc. (3). 7 are also registered broker representatives.
CFP advisors in Corte Madera, A to Z
Every advisor in Corte Madera →- Edi AlvarezAikapa · Certified Financial Planner
- Richard T. BoyerMariner · Certified Financial Planner
- Steven T. ChingWells Fargo Clearing Services, LLC · Certified Financial Planner
- Donald R. ClephaneDiversified Planning Concepts, Inc. · Certified Financial Planner
- Terrance A. FeeneyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mohsin HafeezWells Fargo Clearing Services, LLC · Certified Financial Planner
- Quincy HallHall Financial Services, Inc. · Certified Financial Planner
- Marcus A. HolzbergHolzberg Wealth Management, Inc. · Certified Financial Planner
- Gregory LeeCharles Schwab & Co., Inc. · Certified Financial Planner
- Cristofer Lopez VargasCharles Schwab & Co., Inc. · Certified Financial Planner
- Jeff B. OgstonMariner · Certified Financial Planner
- Matthew SattlerCharles Schwab & Co., Inc. · Certified Financial Planner
- Alexandra M. ScottMariner · Certified Financial Planner
Firms with the most CFP professionals in Corte Madera
Charles Schwab & Co., Inc. 3Mariner 3Wells Fargo Clearing Services, LLC 3Aikapa 1Diversified Planning Concepts, Inc. 1Hall Financial Services, Inc. 1Holzberg Wealth Management, 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 Corte Madera, CA?
13 SEC-registered investment adviser representatives at firm offices in Corte Madera, California list the CFP designation; Charles Schwab & Co., Inc. 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 Corte Madera?
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.