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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Davis, CA

Every SEC-registered financial advisor at a firm office in Davis who lists the Certified Financial Planner designation, A to Z.

The short answer

6 CFP professionals work in Davis; the most are at Archer Pointe Wealth Management, LLC (2). 2 are also registered broker representatives.

CFP advisors in Davis, A to Z

Every advisor in Davis →
  • Sam BlakewellStrategic Advisers LLC · Certified Financial Planner
  • Gary L. CohenArcher Pointe Wealth Management, LLC · Certified Financial Planner
  • Eugene K. HsuArcher Pointe Wealth Management, LLC · Certified Financial Planner
  • Christopher-Paul RomoKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kurt D. SchraderCarbahal Olsen Financial Services Group LLC · Certified Financial Planner
  • Justin R. WilsonPure Financial Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in Davis

Archer Pointe Wealth Management, LLC 2Carbahal Olsen Financial Services Group LLC 1Kestra Advisory Services, LLC 1Pure Financial Advisors, LLC 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 Davis, CA?

6 SEC-registered investment adviser representatives at firm offices in Davis, California list the CFP designation; Archer Pointe Wealth Management, LLC 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 Davis?

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.