Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Danville, CA
Every SEC-registered financial advisor at a firm office in Danville who lists the Certified Financial Planner designation, A to Z.
25 CFP professionals work in Danville; the most are at LPL Financial LLC (6). 13 are also registered broker representatives.
CFP advisors in Danville, A to Z
Every advisor in Danville →- Philip B. ComerEncompass More Asset Management LLC · Certified Financial Planner
- Jason M. CookeEdelman Financial Engines · Certified Financial Planner
- Paolo J. CoronelLPL Financial LLC · Certified Financial Planner
- Ryan P. DolanDolan Partners LLC · Certified Financial Planner
- Nicholas V. EconomosLPL Financial LLC · Certified Financial Planner
- David J. EisenhauerGreykasell Wealth Strategies, Inc. · Certified Financial Planner
- Beau M. FisherLPL Financial LLC · Certified Financial Planner
- Lisa A. GalloEncompass More Asset Management LLC · Certified Financial Planner
- John J. GardnerBlackhawk Wealth Advisors · Certified Financial Planner
- Sarah J. KimMML Investors Services, LLC · Certified Financial Planner
- Kerri L. KimballApogee Wealth Advisors · Certified Financial Planner
- Jane B. LangEdelman Financial Engines · Certified Financial Planner
- Scott J. LuciaAndrews, Lucia Wealth Management LLC · Certified Financial Planner
- Joel W. MalakoffLPL Financial LLC · Certified Financial Planner
- Cynthia A. MillerGreykasell Wealth Strategies, Inc. · Certified Financial Planner
- Jeremy R. NiederstadtSanctuary Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Emmanuel Pablo Jr.International Assets Investment Management, LLC · Certified Financial Planner
- Monica PadillaAmerican Investors Company · Certified Financial Planner
- Michael D. PowerPower Investing · Certified Financial Planner
- Kellie L. RaaschLPL Financial LLC · Certified Financial Planner
- Patrice C. RainerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Stephen F. SchliesserThe Pacific Center For Financial Services · Certified Financial Planner
- Jeneen S. SlackLPL Financial LLC · Certified Financial Planner
- Laura M. SteinbeckKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jiayi XuGlobal Wealth Harbor · Certified Financial Planner
Firms with the most CFP professionals in Danville
LPL Financial LLC 6Edelman Financial Engines 2Encompass More Asset Management LLC 2Greykasell Wealth Strategies, Inc. 2Malakoff Wealth 2American Investors Company 1Andrews, Lucia Wealth Management LLC 1Apogee Wealth Advisors 1Blackhawk Wealth Advisors 1Cambridge Investment Research Advisors, Inc. 1Dolan Partners LLC 1Fisher & Wiens Wealth Management, LLC 1Global Wealth Harbor 1International Assets Investment Management, LLC 1Kestra Advisory Services, 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 Danville, CA?
25 SEC-registered investment adviser representatives at firm offices in Danville, California list the CFP designation; LPL Financial LLC employs the most of them (6).
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 Danville?
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.