Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Goleta, CA
Every SEC-registered financial advisor at a firm office in Goleta who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Goleta; the most are at Platform Wealth Advisors (3). 1 are also registered broker representatives.
CFP advisors in Goleta, A to Z
Every advisor in Goleta →- Ryan M. GibbonsPlatform Wealth Advisors · Certified Financial Planner
- Paul K. MannionPlatform Wealth Advisors · Certified Financial Planner
- David P. PhilipsStrategic Advisers LLC · Certified Financial Planner
- Donovan RobersonPlatform Wealth Advisors · Certified Financial Planner
- Natalie A. TaylorThe Goodland Group · Certified Financial Planner
- Ryan D. WolfshorndlFinancial Vision LLC · Certified Financial Planner, Chartered Financial Analyst
- Joshua S. YagerFinancial Vision LLC · Certified Financial Planner
Firms with the most CFP professionals in Goleta
Platform Wealth Advisors 3Financial Vision LLC 2Strategic Advisers LLC 1The Goodland Group 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 Goleta, CA?
7 SEC-registered investment adviser representatives at firm offices in Goleta, California list the CFP designation; Platform Wealth Advisors 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 Goleta?
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.