Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Grass Valley, CA
Every SEC-registered financial advisor at a firm office in Grass Valley who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Grass Valley; the most are at Kroeger Financial Partners (2). 6 are also registered broker representatives.
CFP advisors in Grass Valley, A to Z
Every advisor in Grass Valley →- Wendy B. AdlerBuckman Advisory Group LLC · Certified Financial Planner
- Daniel B. AppleApple & Associates · Certified Financial Planner
- Frederick A. FisherOstrofe Financial Consultants Inc. · Certified Financial Planner
- Orion KroegerKroeger Financial Partners · Certified Financial Planner
- Seth T. LeishmanOstrofe Financial Consultants Inc. · Certified Financial Planner
- Ryan W. MeacherEdward Jones · Certified Financial Planner
- Lucas J. MijaresLPL Financial LLC · Certified Financial Planner
- Cheryl MorhauserCheryl Morhauser & Associates · Certified Financial Planner
- Matthew OsypowskiKroeger Financial Partners · Certified Financial Planner
- Sarah F. SoriaProsperity Capital Advisors · Certified Financial Planner
- Tyler C. ZwickCommonwealth Financial Network · Certified Financial Planner
Firms with the most CFP professionals in Grass Valley
Kroeger Financial Partners 2Ostrofe Financial Consultants Inc. 2Apple & Associates 1Buckman Advisory Group LLC 1Cheryl Morhauser & Associates 1Commonwealth Financial Network 1Edward Jones 1LPL Financial LLC 1Private Advisor Group, LLC 1Prosperity Capital Advisors 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 Grass Valley, CA?
11 SEC-registered investment adviser representatives at firm offices in Grass Valley, California list the CFP designation; Kroeger Financial Partners 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 Grass Valley?
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.