Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Diamond Bar, CA
Every SEC-registered financial advisor at a firm office in Diamond Bar who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Diamond Bar; the most are at LPL Financial LLC (3). 8 are also registered broker representatives.
CFP advisors in Diamond Bar, A to Z
Every advisor in Diamond Bar →- Brent J. BeverlyLPL Financial LLC · Certified Financial Planner
- Manuel F. ChinchayLPL Financial LLC · Certified Financial Planner
- Andrew B. ChouLPL Financial LLC · Certified Financial Planner
- Enoch ChungOsaic Wealth, Inc. · Certified Financial Planner
- James K. HuMutual Advisors, LLC · Certified Financial Planner
- Christopher KimStrategic Advisers LLC · Certified Financial Planner
- Michael W. LagosLagos Wealth Advisors · Certified Financial Planner
- Michelle Chung-Hui LaiJ.P. Morgan Securities LLC · Certified Financial Planner
- Lily LuOsaic Wealth, Inc. · Certified Financial Planner
- Michael J. MartinezLlg Wealth Management · Certified Financial Planner
- Yaohui WangAmbrosia Asset Management · Certified Financial Planner
Firms with the most CFP professionals in Diamond Bar
LPL Financial LLC 3Osaic Wealth, Inc. 2Ambrosia Asset Management 1J.P. Morgan Securities LLC 1Lagos Wealth Advisors 1Llg Wealth Management 1Mutual 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 Diamond Bar, CA?
11 SEC-registered investment adviser representatives at firm offices in Diamond Bar, 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 Diamond Bar?
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.