Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Granite Bay, CA
Every SEC-registered financial advisor at a firm office in Granite Bay who lists the Certified Financial Planner designation, A to Z.
14 CFP professionals work in Granite Bay; the most are at Kerux, LLC (3). 7 are also registered broker representatives.
CFP advisors in Granite Bay, A to Z
Every advisor in Granite Bay →- Conrad M. AarsethDynamic Wealth Strategies, LLC · Certified Financial Planner
- Daniel C. AndersenParkshore Wealth Management · Certified Financial Planner
- Michael K. BlairEdward Jones · Certified Financial Planner
- Paul D. BoothDelta Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Rachael V. BurnsTrue Worth Financial Planning LLC · Certified Financial Planner
- Adam F. ChervenakEdward Jones · Certified Financial Planner
- Konner L. ChristieSpectrum Wealth Advisory Group, LLC · Certified Financial Planner
- David HicksKerux, LLC · Certified Financial Planner
- David A. LautKerux, LLC · Certified Financial Planner
- Marcos H. Lira360dividends · Certified Financial Planner
- William N. RouthLPL Financial LLC · Certified Financial Planner
- Samuel SmithKerux, LLC · Certified Financial Planner
- Trevor D. StoneParkshore Wealth Management · Certified Financial Planner
- Samuel A. TaylorParkshore Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Granite Bay
Kerux, LLC 3Parkshore Wealth Management 3Edward Jones 2360dividends 1Delta Wealth Management 1Dynamic Wealth Strategies, LLC 1LPL Financial LLC 1Spectrum Wealth Advisory Group, LLC 1True Worth Financial 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 Granite Bay, CA?
14 SEC-registered investment adviser representatives at firm offices in Granite Bay, California list the CFP designation; Kerux, LLC 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 Granite Bay?
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.