Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Del Mar, CA
Every SEC-registered financial advisor at a firm office in Del Mar who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Del Mar; the most are at Weatherly Asset Management (6). 4 are also registered broker representatives.
CFP advisors in Del Mar, A to Z
Every advisor in Del Mar →- Brenton B. ArmstrongWeatherly Asset Management · Certified Financial Planner
- Aubrey M. BrownWeatherly Asset Management · Certified Financial Planner
- Kelli M. BurgerWeatherly Asset Management · Certified Financial Planner
- Chase S. HayhurstWeatherly Asset Management · Certified Financial Planner
- Cole T. HeimerdingerEdward Jones · Certified Financial Planner
- Brian R. JelligSavvy · Certified Financial Planner
- Ronald D. LandeliusJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Analyst
- Damien W. LanyonLanyon Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Constance L. MaplesLanyon Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Tom M. NgoBakeravenue · Certified Financial Planner
- Sean M. O'ConnorSavvy · Certified Financial Planner
- Ryan A. RichardsonWeatherly Asset Management · Certified Financial Planner, Chartered Financial Consultant
- William C. SalladeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Robert J. ShopesFavrile Financial · Certified Financial Planner
- Andrea TaylorWeatherly Asset Management · Certified Financial Planner
- Chad A. TaylorLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Del Mar
Weatherly Asset Management 6Lanyon Advisory Services 2Savvy 2Bakeravenue 1Edward Jones 1Favrile Financial 1J.P. Morgan Securities LLC 1LPL Financial LLC 1Raymond James Financial Services Advisors, Inc. 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 Del Mar, CA?
16 SEC-registered investment adviser representatives at firm offices in Del Mar, California list the CFP designation; Weatherly Asset Management 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 Del Mar?
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.