Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Costa Mesa, CA
Every SEC-registered financial advisor at a firm office in Costa Mesa who lists the Certified Financial Planner designation, A to Z.
37 CFP professionals work in Costa Mesa; the most are at Captrust (5). 16 are also registered broker representatives.
CFP advisors in Costa Mesa, A to Z
Every advisor in Costa Mesa →- Esmeralda AlmazanOsaic Wealth, Inc. · Certified Financial Planner
- Maureen S. AultSpc · Certified Financial Planner
- Jared W. BergstromCaptrust · Certified Financial Planner, Chartered Financial Analyst
- Alicia J. BerniardEdward Jones · Certified Financial Planner
- Lance J. BlountEdelman Financial Engines · Certified Financial Planner
- Christopher M. BougeoklesCaptrust · Certified Financial Planner
- Greg CancinoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Simon Y. ChungCaptrust · Certified Financial Planner
- James M. CurtisJames Curtis Financial And Insurance Services · Certified Financial Planner
- Daniel E. DodgenCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Troy D. FolkIndependent Financial Group, LLC · Certified Financial Planner
- Kristoffer N. FuKestra Private Wealth Services, LLC · Certified Financial Planner
- Russell J. FunkeStrategic Advisers LLC · Certified Financial Planner
- James Q. GilmoreOsaic Wealth, Inc. · Certified Financial Planner
- Kyle A. HurtFoundry Financial LLC · Certified Financial Planner
- Audrey JohnsonApella Wealth · Certified Financial Planner
- Nicole R. JokoCerity Partners LLC · Certified Financial Planner
- Andi Y. KangCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Philip Y. LangAccel Advisors, Inc. · Certified Financial Planner
- Stephen I. LeeRwa Wealth Partners · Certified Financial Planner
- Trevor L. McGhieSerenity Investment Advisors · Certified Financial Planner
- Jeffrey B. MillerOsaic Wealth, Inc. · Certified Financial Planner
- Margery A. NeisSovran Advisors, LLC · Certified Financial Planner
- Jared R. OrenCaptrust · Certified Financial Planner
- Henk J. PietersInvestus Financial · Certified Financial Planner
- Saimir A. PrapanikuFifth Third Securities, Inc. · Certified Financial Planner
- Mark L. PrendergastApella Wealth · Certified Financial Planner
- Jarryd M. ReyesCaptrust · Certified Financial Planner
- Jonathan R. RoyalOsaic Wealth, Inc. · Certified Financial Planner
- Brent A. RupnowLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert C. Shier Jr.Cerity Partners LLC · Certified Financial Planner
- Joseph A. SilvermanRwa Wealth Partners · Certified Financial Planner
- Tami J. SimpsonWealth Financial Group West, Inc. · Certified Financial Planner
- David A. StevensSpc · Certified Financial Planner
- Christiane S. TomasiCs Tomasi Wealth Management · Certified Financial Planner
- Samantha C. VientEllevest · Certified Financial Planner
- Evelyn M. ZohlenApella Wealth · Certified Financial Planner
Firms with the most CFP professionals in Costa Mesa
Captrust 5Osaic Wealth, Inc. 4Apella Wealth 3Cerity Partners LLC 2Rwa Wealth Partners 2Spc 2Accel Advisors, Inc. 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Cs Tomasi Wealth Management 1Edelman Financial Engines 1Edward Jones 1Ellevest 1Fifth Third Securities, Inc. 1Foundry Financial 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 Costa Mesa, CA?
37 SEC-registered investment adviser representatives at firm offices in Costa Mesa, California list the CFP designation; Captrust employs the most of them (5).
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 Costa Mesa?
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.