Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in El Segundo, CA

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

41 CFP professionals work in El Segundo; the most are at Mariner (5). 24 are also registered broker representatives.

CFP advisors in El Segundo, A to Z

Every advisor in El Segundo →

Firms with the most CFP professionals in El Segundo

Mariner 5Cetera Investment Advisers LLC 4Wells Fargo Clearing Services, LLC 4LPL Financial LLC 3Regatta Capital Group, LLC 3Wells Fargo Advisors Financial Network, LLC 3Ameriprise Financial Services, LLC 2Citizens Securities, Inc. 2Edelman Financial Engines 2Morgan Stanley 2Casita Financial Planning 1Cerity Partners LLC 1Cetera Planning Partners 1Core Financial 1J.P. Morgan Securities 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 49San Mateo 40Menlo Park 39

Questions

How many CFP financial advisors are in El Segundo, CA?

41 SEC-registered investment adviser representatives at firm offices in El Segundo, California list the CFP designation; Mariner employs the most of them (5).

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 Segundo?

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.