Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in El Dorado Hills, CA
Every SEC-registered financial advisor at a firm office in El Dorado Hills who lists the Certified Financial Planner designation, A to Z.
The short answer
19 CFP professionals work in El Dorado Hills; the most are at Cetera Investment Advisers LLC (3). 10 are also registered broker representatives.
CFP advisors in El Dorado Hills, A to Z
Every advisor in El Dorado Hills →- Gay Marie L. BoneWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew E. CiminoWells Fargo Clearing Services, LLC · Certified Financial Planner
- Scott M. DraperThrive Financial Planning · Certified Financial Planner
- Stephen D. EricksonCetera Investment Advisers LLC · Certified Financial Planner
- Ashley C. HammanBridgeview Capital Advisors, Inc. · Certified Financial Planner
- Michael B. HaskinsLarsen Wealth Management · Certified Financial Planner
- Jeffrey D. ImpeyAmeriprise Financial Services, LLC · Certified Financial Planner
- Claudia C. KaneRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kayle E. LarsenLarsen Wealth Management · Certified Financial Planner
- Karin T. LePrivate Advisor Group, LLC · Certified Financial Planner
- Ronald W. MammenCetera Investment Advisers LLC · Certified Financial Planner
- Bradley R. NicholsonVan Hulzen Financial Advisors · Certified Financial Planner
- Brian S. OlmsteadCetera Investment Advisers LLC · Certified Financial Planner
- James A. ParentiAladino Financial Services, Inc. · Certified Financial Planner
- Jacob R. ParsonsStatheros Financial Solutions, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Tamara Radisic HarmsCreative Planning · Certified Financial Planner
- Christopher M. TorchianaContinuum Financial Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Daniel B. VetterWells Fargo Clearing Services, LLC · Certified Financial Planner
- John J. ZeziniLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in El Dorado Hills
Cetera Investment Advisers LLC 3Wells Fargo Clearing Services, LLC 3Larsen Wealth Management 2Private Advisor Group, LLC 2Aladino Financial Services, Inc. 1Ameriprise Financial Services, LLC 1Bridgeview Capital Advisors, Inc. 1Continuum Financial Partners, LLC 1Creative Planning 1LPL Financial LLC 1Mw Investment Strategy 1Raymond James Financial Services Advisors, Inc. 1Statheros Financial Solutions, Inc. 1Thrive Financial Planning 1Van Hulzen Financial Advisors 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 El Dorado Hills, CA?
19 SEC-registered investment adviser representatives at firm offices in El Dorado Hills, California list the CFP designation; Cetera Investment Advisers 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 El Dorado Hills?
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.