Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Fresno, CA
Every SEC-registered financial advisor at a firm office in Fresno who lists the Certified Financial Planner designation, A to Z.
58 CFP professionals work in Fresno; the most are at LPL Financial LLC (12). 33 are also registered broker representatives.
CFP advisors in Fresno, A to Z
Every advisor in Fresno →- Mark P. Alcorn Jr.Diversified Wealth Management Solutions, LLC · Certified Financial Planner
- Rick S. AvelarWells Fargo Clearing Services, LLC · Certified Financial Planner
- John N. BanuelosOsaic Wealth, Inc. · Certified Financial Planner
- Michael F. BuddWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kenneth W. BurkettIndependent Financial Group, LLC · Certified Financial Planner
- Michelle L. CarterPathways Advisory Group, Inc. · Certified Financial Planner
- Christopher L. ComstockPlancorp, LLC · Certified Financial Planner
- Stephen C. DetweilerWhelan Financial · Certified Financial Planner
- Robert W. DiehlLPL Financial LLC · Certified Financial Planner
- Brandon L. Dixon-JamesLPL Financial LLC · Certified Financial Planner
- Derek J. ElrodBridgewealth Advisory Group, LLC · Certified Financial Planner
- Andrew James M. FloresPortfolio Advisors, Inc. · Certified Financial Planner
- Jeffrey P. GarzaWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Michael A. HarrisWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kevin C. HookBridgewealth Advisory Group, LLC · Certified Financial Planner
- Alexander P. JaramishianLPL Financial LLC · Certified Financial Planner
- Whitney S. KelleyPathways Advisory Group, Inc. · Certified Financial Planner
- Jason A. LinkLPL Financial LLC · Certified Financial Planner
- Tommy Lopez Jr.Coffeehouse Capital · Certified Financial Planner
- Ryan J. LouieLPL Financial LLC · Certified Financial Planner
- Timothy F. LourencoThe Foundation Wealth Management, LLC · Certified Financial Planner
- Kate E. LunnIntegrated Wealth Concepts LLC · Certified Financial Planner
- David R. LyonLyon Wealth Advisory LLC · Certified Financial Planner
- Michael D. ManjarrezWhelan Financial · Certified Financial Planner
- Stephen L. MarD.A. Davidson & Co. · Certified Financial Planner
- Michael MazmanPathways Advisory Group, Inc. · Certified Financial Planner
- Martin L. MazorraPrivate Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Nicholas A. MazorraPrivate Wealth Advisors · Certified Financial Planner
- Andrew W. McFaddenPanoramic Financial · Certified Financial Planner
- Tina MistryPortfolio Advisors, Inc. · Certified Financial Planner
- Michael E. MuharebLPL Financial LLC · Certified Financial Planner
- Christopher M. MurrayCommonwealth Financial Network · Certified Financial Planner
- John P. NilmeierUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Lori N. OngWhelan Financial · Certified Financial Planner
- John P. PageLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Amanda K. PhimmachackLPL Financial LLC · Certified Financial Planner
- Richard A. QuanMML Investors Services, LLC · Certified Financial Planner
- Brian S. RegierCommonwealth Financial Network · Certified Financial Planner
- Mitchell A. Reinhardt Sr.LPL Financial LLC · Certified Financial Planner
- Mark G. RuofRBC Capital Markets, LLC · Certified Financial Planner
- Michael J. Ryan VWhelan Financial · Certified Financial Planner
- John P. Sayers IIIPrime Capital Financial · Certified Financial Planner
- Dustin J. SmithPathways Advisory Group, Inc. · Certified Financial Planner
- Rick R. StaggsCommonwealth Financial Network · Certified Financial Planner
- Jarrett T. SuddarthPanoramic Financial · Certified Financial Planner
- Craig J. SullivanCommonwealth Financial Network · Certified Financial Planner
- Kevin M. SullivanPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jane TeelWells Fargo Clearing Services, LLC · Certified Financial Planner
- Sean M. TomajanLPL Financial LLC · Certified Financial Planner
- Brian J. UllmannLPL Financial LLC · Certified Financial Planner
- Donald A. VincentiStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- John D. WerftPlan Financial · Certified Financial Planner
- Taylor J. WhelanWhelan Financial · Certified Financial Planner, Chartered Financial Analyst
- Vincent J. WhelanWhelan Financial · Certified Financial Planner
- Christopher M. WhiteLPL Financial LLC · Certified Financial Planner
- Portia L. WhiteWhelan Financial · Certified Financial Planner
- Seth R. WilsonOsaic Wealth, Inc. · Certified Financial Planner
- Jimmy S. WongJsw Global Capital Group · Certified Financial Planner
Firms with the most CFP professionals in Fresno
LPL Financial LLC 12Whelan Financial 7Commonwealth Financial Network 4Pathways Advisory Group, Inc. 4Wells Fargo Clearing Services, LLC 3Bridgewealth Advisory Group, LLC 2Osaic Wealth, Inc. 2Panoramic Financial 2Perennial Financial Services 2Portfolio Advisors, Inc. 2Private Wealth Advisors 2Wells Fargo Advisors Financial Network, LLC 2Coffeehouse Capital 1D.A. Davidson & Co. 1Diversified Wealth Management Solutions, 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 67Long Beach 54San Ramon 51Santa Rosa 49El Segundo 41San Mateo 40Menlo Park 39
Questions
How many CFP financial advisors are in Fresno, CA?
58 SEC-registered investment adviser representatives at firm offices in Fresno, California list the CFP designation; LPL Financial LLC employs the most of them (12).
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 Fresno?
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.