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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Fremont, CA

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

12 CFP professionals work in Fremont; the most are at Silicon Private Wealth, LLC (2). 7 are also registered broker representatives.

CFP advisors in Fremont, A to Z

Every advisor in Fremont →

Firms with the most CFP professionals in Fremont

Silicon Private Wealth, LLC 2Beyond Financial Services 1Charles Schwab & Co., Inc. 1Eagle Strategies LLC 1Edward Jones 1Empower Financial 1Encover Personal Finance 1Hsbc Securities (USA) Inc. 1LPL Financial LLC 1Morling Financial Advisors, LLC 1Saaga Wealth Planning 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 Fremont, CA?

12 SEC-registered investment adviser representatives at firm offices in Fremont, California list the CFP designation; Silicon Private Wealth, LLC employs the most of them (2).

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 Fremont?

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.