Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Foster City, CA
Every SEC-registered financial advisor at a firm office in Foster City who lists the Certified Financial Planner designation, A to Z.
37 CFP professionals work in Foster City; the most are at Bailard, Inc. (10). 5 are also registered broker representatives.
CFP advisors in Foster City, A to Z
Every advisor in Foster City →- Aaron M. AgteGraystone Advisor, LLC · Certified Financial Planner
- Kimberly M. AquinoBailard, Inc. · Certified Financial Planner
- Ekaterina D. AtanassovNeumann Capital Management · Certified Financial Planner, Chartered Financial Analyst
- Caryn A. AugstLPL Financial LLC · Certified Financial Planner
- Samuel C. BrumbaughIeq Capital, LLC · Certified Financial Planner
- Kevin T. BurtIeq Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
- Carol ChangCetera Investment Advisers LLC · Certified Financial Planner
- Ryan S. ChavezBailard, Inc. · Certified Financial Planner
- Ryan W. ColeBailard, Inc. · Certified Financial Planner
- Stacy P. DauberBailard, Inc. · Certified Financial Planner
- Enrique V. FerminBailard, Inc. · Certified Financial Planner
- Ryan M. FicksSummitry, LLC · Certified Financial Planner
- Christina D. Gann MunguiaTeam Hewins, LLC · Certified Financial Planner
- Caroline A. GorhamNeumann Capital Management · Certified Financial Planner
- Emily K. HazelrothSummitry, LLC · Certified Financial Planner
- Kathryn M. HollandLPL Financial LLC · Certified Financial Planner
- Patrice M. HornungTeam Hewins, LLC · Certified Financial Planner
- Alireza HosseinlarTeam Hewins, LLC · Certified Financial Planner
- David P. Jones IIBailard, Inc. · Certified Financial Planner
- Jacob M. KarkSummitry, LLC · Certified Financial Planner
- Carolyn E. KellyTeam Hewins, LLC · Certified Financial Planner
- Dong Woo KimIeq Capital, LLC · Certified Financial Planner
- Clarice M. NoletTeam Hewins, LLC · Certified Financial Planner
- Romy S. PavolotskyBailard, Inc. · Certified Financial Planner
- Deborah A. PeriTeam Hewins, LLC · Certified Financial Planner
- Daniel G. PlattNeumann Capital Management · Certified Financial Planner, Chartered Financial Analyst
- Nicholas J. RisserBailard, Inc. · Certified Financial Planner
- Lori D. RussellSummitry, LLC · Certified Financial Planner
- Mikhail D. SalibaBailard, Inc. · Certified Financial Planner
- Dana M. ScheerBailard, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Daniel Spector-FransonSummitry, LLC · Certified Financial Planner
- Katerina E. SternIeq Capital, LLC · Certified Financial Planner
- Thuong T. ThienTeam Hewins, LLC · Certified Financial Planner
- Robert D. TracyLPL Financial LLC · Certified Financial Planner
- Jimmy TranWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kenneth M. Vander KooiSummitry, LLC · Certified Financial Planner
- Charles W. WoodTeam Hewins, LLC · Certified Financial Planner
Firms with the most CFP professionals in Foster City
Bailard, Inc. 10Team Hewins, LLC 8Summitry, LLC 6Ieq Capital, LLC 4LPL Financial LLC 3Neumann Capital Management 3Cetera Investment Advisers LLC 1Graystone Advisor, LLC 1Wells Fargo Clearing Services, 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 Foster City, CA?
37 SEC-registered investment adviser representatives at firm offices in Foster City, California list the CFP designation; Bailard, Inc. employs the most of them (10).
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 Foster City?
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.