Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Encino, CA
Every SEC-registered financial advisor at a firm office in Encino who lists the Certified Financial Planner designation, A to Z.
The short answer
20 CFP professionals work in Encino; the most are at Wells Fargo Clearing Services, LLC (4). 12 are also registered broker representatives.
CFP advisors in Encino, A to Z
Every advisor in Encino →- John R. BauerLPL Financial LLC · Certified Financial Planner
- Barry J. BoscoeBrighton Advisory Group · Certified Financial Planner
- Steven J. BristolCharles Schwab & Co., Inc. · Certified Financial Planner
- Valerie A. CampadoniaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew M. DavisFinancial Planning For Generations, Inc. · Certified Financial Planner
- Paul S. DevoreKestra Advisory Services, LLC · Certified Financial Planner
- Scott C. GaynorNavalign, LLC · Certified Financial Planner
- Alan R. GoodsteinGoodstein Wealth Management LLC · Certified Financial Planner
- Scott P. HansenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kevin M. HawleyNavalign, LLC · Certified Financial Planner
- Eric A. JacobyAfc Wealth Management · Certified Financial Planner
- Edward M. KulowD.A. Davidson & Co. · Certified Financial Planner
- Kirk A. LombardLPL Financial LLC · Certified Financial Planner
- Gerald E. NewmanHamilton Wealth, LLC · Certified Financial Planner
- Stephen E. RischallNavalign, LLC · Certified Financial Planner
- Edward A. RusowiczKestra Advisory Services, LLC · Certified Financial Planner
- Eric SheffronWells Fargo Clearing Services, LLC · Certified Financial Planner
- Joanna S. SheffronWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ethan A. SteinLPL Financial LLC · Certified Financial Planner
- Ana TeperCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in Encino
Wells Fargo Clearing Services, LLC 4LPL Financial LLC 3Navalign, LLC 3Charles Schwab & Co., Inc. 2Kestra Advisory Services, LLC 2Afc Wealth Management 1Brighton Advisory Group 1D.A. Davidson & Co. 1Financial Planning For Generations, Inc. 1Goodstein Wealth Management LLC 1Hamilton Wealth, 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 Encino, CA?
20 SEC-registered investment adviser representatives at firm offices in Encino, California list the CFP designation; Wells Fargo Clearing Services, 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 Encino?
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.