Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Encinitas, CA
Every SEC-registered financial advisor at a firm office in Encinitas who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Encinitas; the most are at LPL Financial LLC (4). 8 are also registered broker representatives.
CFP advisors in Encinitas, A to Z
Every advisor in Encinitas →- Walter A. Bowser IIEdward Jones · Certified Financial Planner
- Mary E. BrennanStone Steps Financial, LLC · Certified Financial Planner
- David J. CarianiPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Kathleen A. CoveyIndependent Financial Group, LLC · Certified Financial Planner
- Scott R. FrankStone Steps Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
- Scott B. HinkleAlden Investment Group · Certified Financial Planner
- Sean M. KellyKelly Financial Group LLC · Certified Financial Planner
- Anton F. MadsenStone Steps Financial, LLC · Certified Financial Planner
- Francisco X. MaldonadoGlobal Vantage Wealth Management · Certified Financial Planner
- David L. MathiasLPL Financial LLC · Certified Financial Planner
- Christopher A. MeltonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nicole E. PeterkinPeterkin Financial, LLC · Certified Financial Planner
- Bryan M. StebelLPL Financial LLC · Certified Financial Planner
- Thomas G. StoutStout Capital Management LLC · Certified Financial Planner
- Luke D. Van HoutenLPL Financial LLC · Certified Financial Planner
- Steven L. Van HoutenLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Encinitas
LPL Financial LLC 4Stone Steps Financial, LLC 3Lifetime Financial Advisors Inc. 2Alden Investment Group 1Edward Jones 1Global Vantage Wealth Management 1Independent Financial Group, LLC 1Kelly Financial Group LLC 1Peterkin Financial, LLC 1Private Advisor Group, LLC 1Raymond James Financial Services Advisors, Inc. 1Stout Capital Management 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 Encinitas, CA?
16 SEC-registered investment adviser representatives at firm offices in Encinitas, California list the CFP designation; LPL Financial LLC employs the most of them (4).
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 Encinitas?
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.