Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Fullerton, CA
Every SEC-registered financial advisor at a firm office in Fullerton who lists the Certified Financial Planner designation, A to Z.
27 CFP professionals work in Fullerton; the most are at Eclectic Associates, Inc. (9). 14 are also registered broker representatives.
CFP advisors in Fullerton, A to Z
Every advisor in Fullerton →- Jonathan D. BermanIrontree Wealth Management, Inc. · Certified Financial Planner
- Aimee E. CalderonEclectic Associates, Inc. · Certified Financial Planner
- Daniel S. CampbellThe Ameriflex Group · Certified Financial Planner
- Dion M. CollinsJames Curtis Financial And Insurance Services · Certified Financial Planner
- Donald B. CraneCetera Investment Advisers LLC · Certified Financial Planner
- Donald S. CraneCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Analyst
- Todd M. CraneCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Analyst
- Heather L. HackettOsaic Wealth, Inc. · Certified Financial Planner
- Russell W. HallEclectic Associates, Inc. · Certified Financial Planner
- Clarissa L. HartonoEclectic Associates, Inc. · Certified Financial Planner
- Lauren E. HawekotteCommonwealth Financial Network · Certified Financial Planner
- Vi HouangCetera Investment Advisers LLC · Certified Financial Planner
- Ahmad B. HusamiCetera Investment Advisers LLC · Certified Financial Planner
- Carl W. LachmanEclectic Associates, Inc. · Certified Financial Planner
- David K. LittleEclectic Associates, Inc. · Certified Financial Planner, Chartered Financial Analyst
- David K. MacleodEclectic Associates, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Travis J. McShaneEclectic Associates, Inc. · Certified Financial Planner, Chartered Financial Analyst
- James E. MillerOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Daniel S. NandorEclectic Associates, Inc. · Certified Financial Planner
- Joseph S. PeraltaCetera Investment Advisers LLC · Certified Financial Planner
- Timothy G. RedmondThe Ameriflex Group · Certified Financial Planner
- Amber M. ShrosbreeEclectic Associates, Inc. · Certified Financial Planner
- Scott A. SloanCetera Investment Advisers LLC · Certified Financial Planner
- Liliana E. SotoCetera Investment Advisers LLC · Certified Financial Planner
- Johnny TepMariner · Certified Financial Planner
- Geoffrey T. WatersMariner · Certified Financial Planner
- Jonathan WhitmoreThe Ameriflex Group · Certified Financial Planner
Firms with the most CFP professionals in Fullerton
Eclectic Associates, Inc. 9Cetera Investment Advisers LLC 8Crane & Associates Wealth Management 3The Ameriflex Group 3Mariner 2Osaic Wealth, Inc. 2Commonwealth Financial Network 1Husami & Associates 1Irontree Wealth Management, Inc. 1James Curtis Financial And Insurance Services 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 Fullerton, CA?
27 SEC-registered investment adviser representatives at firm offices in Fullerton, California list the CFP designation; Eclectic Associates, Inc. employs the most of them (9).
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 Fullerton?
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.