Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Dana Point, CA
Every SEC-registered financial advisor at a firm office in Dana Point who lists the Certified Financial Planner designation, A to Z.
14 CFP professionals work in Dana Point; the most are at LPL Financial LLC (3). 10 are also registered broker representatives.
CFP advisors in Dana Point, A to Z
Every advisor in Dana Point →- Randal J. BressetteLPL Financial LLC · Certified Financial Planner
- Brandon ClarkThe Clark Group Asset Management · Certified Financial Planner
- Raymond M. Clark Jr.The Clark Group Asset Management · Certified Financial Planner
- Brendan R. CorbettMercer Global Advisors Inc. · Certified Financial Planner
- Jiangyun Z. DaleRaymond James & Associates, Inc. · Certified Financial Planner
- Colten M. Franco&Partners · Certified Financial Planner, Chartered Financial Consultant
- Matthew J. JohnsonLPL Financial LLC · Certified Financial Planner
- John R. LabriolaLaguna Wealth Advisors, LLC · Certified Financial Planner
- Gregery H. Lee Jr.Charles Schwab & Co., Inc. · Certified Financial Planner
- Chad H. MillingPlanmember Securities Corporation · Certified Financial Planner
- Eric G. RitossaCharles Schwab & Co., Inc. · Certified Financial Planner
- Marc J. SpiegelOsaic Wealth, Inc. · Certified Financial Planner
- Gregory WeiseStrategic Advisers LLC · Certified Financial Planner
- Betsy WildeLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Dana Point
LPL Financial LLC 3Charles Schwab & Co., Inc. 2The Clark Group Asset Management 2&Partners 1Laguna Wealth Advisors, LLC 1Mercer Global Advisors Inc. 1Osaic Wealth, Inc. 1Planmember Securities Corporation 1Raymond James & Associates, 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 Dana Point, CA?
14 SEC-registered investment adviser representatives at firm offices in Dana Point, California list the CFP designation; LPL Financial LLC 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 Dana Point?
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.