Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Escondido, CA
Every SEC-registered financial advisor at a firm office in Escondido who lists the Certified Financial Planner designation, A to Z.
14 CFP professionals work in Escondido; the most are at Edward Jones (3). 7 are also registered broker representatives.
CFP advisors in Escondido, A to Z
Every advisor in Escondido →- Rachel A. CurringtonEdward Jones · Certified Financial Planner
- Jerod C. FentonRed Seven · Certified Financial Planner
- Rene' A. FloresEdward Jones · Certified Financial Planner
- Michael T. GoddardIntegrated Wealth Concepts LLC · Certified Financial Planner
- John R. Goodrich Jr.Goodrich Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Darion D. HaggertyEdward Jones · Certified Financial Planner
- Jaime C. NiesleyCetera Investment Advisers LLC · Certified Financial Planner
- John E. Richardson Jr.Red Seven · Certified Financial Planner
- Cory T. SchmelzerOsaic Wealth, Inc. · Certified Financial Planner
- Jake J. TaylorAstra Wealth Management LLC · Certified Financial Planner
- Yoko M. WickershamLPL Financial LLC · Certified Financial Planner
- David WilsonVector Financial Solutions, Inc. · Certified Financial Planner
- Timothy L. WinterSteward Family Office, Inc. · Certified Financial Planner
- Fredrick T. WollmanCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Escondido
Edward Jones 3Cetera Investment Advisers LLC 2Red Seven 2Astra Wealth Management LLC 1Goodrich Financial Group, LLC 1Integrated Wealth Concepts LLC 1LPL Financial LLC 1Osaic Wealth, Inc. 1Steward Family Office, Inc. 1Vector Financial Solutions, Inc. 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 Escondido, CA?
14 SEC-registered investment adviser representatives at firm offices in Escondido, California list the CFP designation; Edward Jones 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 Escondido?
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.