Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Cupertino, CA
Every SEC-registered financial advisor at a firm office in Cupertino who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Cupertino; the most are at Charles Schwab & Co., Inc. (2). 5 are also registered broker representatives.
CFP advisors in Cupertino, A to Z
Every advisor in Cupertino →- Todd M. BergstromEdward Jones · Certified Financial Planner
- Lindy ChanVibrance Wealth Management LLC · Certified Financial Planner
- Saidislom K. IsrailovIsrailov Financial · Certified Financial Planner
- Anandi KrishnamurthyAkrish Financial Advisory · Certified Financial Planner
- Lily L. KuWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Mary Y. LaiCharles Schwab & Co., Inc. · Certified Financial Planner
- River LiMorgan Stanley · Certified Financial Planner
- Christopher J. OlivarezOsaic Wealth, Inc. · Certified Financial Planner
- Razvan C. Raicu Jr.Sp Asset Management LLC · Certified Financial Planner
- Jennifer S. YingWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Xueling ZhangCharles Schwab & Co., Inc. · Certified Financial Planner
Firms with the most CFP professionals in Cupertino
Charles Schwab & Co., Inc. 2Wealth Enhancement Advisory Services, LLC 2Akrish Financial Advisory 1Edward Jones 1Israilov Financial 1Morgan Stanley 1Osaic Wealth, Inc. 1Sp Asset Management LLC 1Vibrance Wealth Management 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 Cupertino, CA?
11 SEC-registered investment adviser representatives at firm offices in Cupertino, California list the CFP designation; Charles Schwab & Co., Inc. 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 Cupertino?
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.