Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Irvine, CA
Every SEC-registered financial advisor at a firm office in Irvine who lists the Certified Financial Planner designation, A to Z.
224 CFP professionals work in Irvine; the most are at LPL Financial LLC (14). 126 are also registered broker representatives.
CFP advisors in Irvine, A to Z
Every advisor in Irvine →- John J. AguileraOsaic Wealth, Inc. · Certified Financial Planner
- Michael A. AllbeeBenefit Financial Services Group · Certified Financial Planner
- Jeremy AmpostaSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael E. AndrewsSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Mark D. ArblasterFirst Foundation Advisors · Certified Financial Planner
- Guy E. BakerWealth Teams Alliance · Certified Financial Planner, Chartered Financial Consultant
- Emily E. BalmagesWarren Street Wealth Advisors, LLC · Certified Financial Planner
- Louis BarajasInternational Private Wealth Advisors LLC · Certified Financial Planner
- Nicholas J. BautistaClearview Wealth Management · Certified Financial Planner
- Larry F. BeltramoBeltramo Financial Services, Inc. · Certified Financial Planner
- Brandon E. BlanchardWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mark L. BlomBenefit Financial Services Group · Certified Financial Planner
- Charles BollardStrategic Advisers LLC · Certified Financial Planner
- Ashley C. BooneWealthspring · Certified Financial Planner
- Rand A. BorresenAscend Financial Advisers, Inc. · Certified Financial Planner
- Garrett M. BradburyPure Financial Advisors, LLC · Certified Financial Planner
- Craig O. BruecknerCommonwealth Financial Network · Certified Financial Planner
- Bryan E. BrumleyCooper McManus · Certified Financial Planner
- Hoai V. BuiWells Fargo Clearing Services, LLC · Certified Financial Planner
- Veronica CabralWarren Street Wealth Advisors, LLC · Certified Financial Planner
- Jennifer K. CagleFirst Foundation Advisors · Certified Financial Planner
- Cristina M. CampbellEmpirical Wealth Management · Certified Financial Planner
- Michael S. CampbellRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Victor M. Campos NunezWarren Street Wealth Advisors, LLC · Certified Financial Planner
- Gordon P. CarlsonGordon Carlson & Associates · Certified Financial Planner
- John E. CarlsonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Yuyan ChenStrategic Advisers LLC · Certified Financial Planner
- Horacio A. ChoiWells Fargo Clearing Services, LLC · Certified Financial Planner
- Daniel ChongIndex Fund Advisors, Inc. · Certified Financial Planner
- Patrick L. ChuMarrick Wealth · Certified Financial Planner
- Jason ChuangCreative Planning · Certified Financial Planner
- Jeffery A. ClemonsPark Avenue Securities LLC · Certified Financial Planner
- Keith ConleyWealth Teams Alliance · Certified Financial Planner
- John T. CookeCooke Wealth Management, LLC · Certified Financial Planner
- Arthur Y. CooperCooper McManus · Certified Financial Planner
- Nicholas A. CovyeauSwell Financial · Certified Financial Planner
- David W. CristJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Alexander CruzSpc · Certified Financial Planner
- Mark R. DecunhaMorgan Stanley · Certified Financial Planner
- Michael DekovnerMrd, Inc. · Certified Financial Planner
- Denise G. DelaneyIndex Fund Advisors, Inc. · Certified Financial Planner
- Mark R. DelpProspera Financial Services, Inc. · Certified Financial Planner
- Regino DiazJ.P. Morgan Securities LLC · Certified Financial Planner
- John DraperWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Justin D. EquitzUBS Financial Services Inc. · Certified Financial Planner
- David E. EscobarWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Armando EstevaneEp Wealth Advisors · Certified Financial Planner
- Dean J. EvansCooper McManus · Certified Financial Planner
- John A. FierroRBC Capital Markets, LLC · Certified Financial Planner
- Eric D. FigarskyClearview Wealth Management · Certified Financial Planner
- Ryan D. FinchEmerson Equity LLC · Certified Financial Planner
- Kerry-Michael FinnSequoia Financial Group, L.L.C. · Certified Financial Planner
- Monte E. FitchOsaic Wealth, Inc. · Certified Financial Planner
- Michael E. FloodStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- John FloryanJ.P. Morgan Securities LLC · Certified Financial Planner
- Tyree D. FloydJ.P. Morgan Securities LLC · Certified Financial Planner
- Yohei FukudaHonest Wealth LLC · Certified Financial Planner
- Jeffrey M. GarellRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Cheryl A. GeeUBS Financial Services Inc. · Certified Financial Planner
- John P. GeisbauerCenterpoint Financial Management LLC · Certified Financial Planner
- Mark J. GiraudValmark Advisers, Inc. · Certified Financial Planner
- Thomas R. Graffeo Jr.Dove Investment Research And Management, Inc. · Certified Financial Planner
- Griffin J. GravesFiligree Wealth Advisors, LLC · Certified Financial Planner
- Christine L. HagenPrivate Advisor Group, LLC · Certified Financial Planner
- Todd W. HalbrookRBC Capital Markets, LLC · Certified Financial Planner
- Andrei S. HallLPL Financial LLC · Certified Financial Planner
- Glenn HamburgerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Timothy S. HamiltonCompound Planning, Inc. · Certified Financial Planner
- Bryan T. HaradaJ.P. Morgan Securities LLC · Certified Financial Planner
- Denise HealyPelorus Capital Management, LLC · Certified Financial Planner
- Dean W. HeimbachPure Financial Advisors, LLC · Certified Financial Planner
- Don D. HilarioHilpan Moxie Wealth Management, LLC · Certified Financial Planner
- Philip HoFocus Partners Wealth, LLC · Certified Financial Planner
- Madhavi N. HolaySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Antwann HolmesJ.P. Morgan Securities LLC · Certified Financial Planner
- Haddy A. HomampourDiversify Advisory Services, LLC · Certified Financial Planner
- Kevin J. HowardWells Fargo Clearing Services, LLC · Certified Financial Planner
- Javonte HubbardSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Thomas B. JahnckeConcorde Asset Management, LLC · Certified Financial Planner
- Matthew JenPelorus Capital Management, LLC · Certified Financial Planner
- Ken W. JoStrategic Advisers LLC · Certified Financial Planner
- Gregory S. JohnstoneCentaurus Financial, Inc. · Certified Financial Planner
- Derick L. KannIndex Fund Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Stephen K. KawasakiAspiriant, LLC · Certified Financial Planner, Chartered Financial Analyst
- Kate M. KingCentaurus Financial, Inc. · Certified Financial Planner
- Kevin P. KolsonDba Generational Wealth Strategies · Certified Financial Planner
- Harmon A. KongApriem Advisors · Certified Financial Planner
- Richard S. KosaiLPL Financial LLC · Certified Financial Planner
- Vladimir KouznetsovRetegy LLC · Certified Financial Planner
- Kile J. KropkoCreative Planning · Certified Financial Planner
- Atsushi KurosawaLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
- Susan K. LacinaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Tommy S. LauLanes Wealth Management LLC · Certified Financial Planner
- Jennifer Y. LeeJ.P. Morgan Securities LLC · Certified Financial Planner
- Jennifer Y. LeeCharles Schwab & Co., Inc. · Certified Financial Planner
- Max A. LepleyKanani Advisory Group Inc. · Certified Financial Planner
- Adam LewisSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Connie F. Liberto-AlvarezJ.P. Morgan Securities LLC · Certified Financial Planner
- Jonathan LienLPL Financial LLC · Certified Financial Planner
- Pietro LombardiFalcon Wealth Planning, LLC · Certified Financial Planner
- Amy E. LopezJ.P. Morgan Securities LLC · Certified Financial Planner
- Mark N. LucciPinnacle Associates, Ltd. · Certified Financial Planner
- Anthony R. LuppiChoreo, LLC · Certified Financial Planner
- Richard K. MacbarronOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Juan C. MansillaWin Team Advisory Services · Certified Financial Planner
- Junette S. McCarthyOsaic Wealth, Inc. · Certified Financial Planner
- David S. McManusCooper McManus · Certified Financial Planner
- Martin P. McNamaraMarrick Wealth · Certified Financial Planner
- Matthew M. MelendezCapital Synergy Partners · Certified Financial Planner
- Connor J. MellemaStrategic Advisers LLC · Certified Financial Planner
- Matthew J. MendozaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- John S. MiliaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jeremy A. MincksStratos Wealth Partners, Ltd. · Certified Financial Planner
- Ethan MorganJ.P. Morgan Securities LLC · Certified Financial Planner
- Eric D. MosserWest Wealth Group, LLC · Certified Financial Planner
- Jeffrey R. MotskeTrilogy Capital, Inc. · Certified Financial Planner
- Suzanne M. MunizAis Asset Management · Certified Financial Planner
- Jonathan D. MurphyCooper McManus · Certified Financial Planner, Chartered Financial Consultant
- Sean M. MyersJ.P. Morgan Securities LLC · Certified Financial Planner
- Arash NaviBenefit Financial Services Group · Certified Financial Planner
- Pierre N. NgoAdvanced Financial Strategies Inc. · Certified Financial Planner
- Anh T. NguyenPrincipal Securities, Inc. · Certified Financial Planner
- Jonathon V. NguyenAdvanced Financial Strategies Inc. · Certified Financial Planner
- Lisa H. NguyenOptimize Financial Inc. · Certified Financial Planner
- Cayden NortonTempus Wealth Planning, LLC · Certified Financial Planner
- Anita M. O'ConnorCooper McManus · Certified Financial Planner
- Sean M. OkeefeLPL Financial LLC · Certified Financial Planner
- Eddy OlandjWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jennifer N. OlsonApriem Advisors · Certified Financial Planner, Chartered Financial Analyst
- Alger G. OsentoskiLPL Financial LLC · Certified Financial Planner
- Jason B. OwyangLanes Wealth Management LLC · Certified Financial Planner
- Avinash K. PaiIndependent Advisor Alliance, LLC · Certified Financial Planner
- Manorama K. PaiIndependent Advisor Alliance, LLC · Certified Financial Planner
- Raymond C. PaiLPL Financial LLC · Certified Financial Planner
- Nikesh A. ParikhEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Milind PasariSurya Capital, LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael P. PashPure Financial Advisors, LLC · Certified Financial Planner
- Gregory J. PelachikWells Fargo Clearing Services, LLC · Certified Financial Planner
- Erle M. PetrieLPL Financial LLC · Certified Financial Planner
- Nicholas A. PiccarretaIndex Fund Advisors, Inc. · Certified Financial Planner
- Ava E. PompayProsperity Wealth Planning LLC · Certified Financial Planner
- Patrick D. PowersBenefit Financial Services Group · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Ben PutmanWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Shirin RastegarU.S. Bancorp Advisors, LLC · Certified Financial Planner
- Grant W. RaymondLPL Financial LLC · Certified Financial Planner
- Leslie S. ReaAg Wealth Management, Pllc · Certified Financial Planner
- Gary B. RennieRennie & Associates · Certified Financial Planner
- Rachel C. RibeiroFirst Foundation Advisors · Certified Financial Planner
- Ricardo C. RibeiroFirst Foundation Advisors · Certified Financial Planner
- Todd B. RichardsonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Erin A. RobertsonJ.P. Morgan Securities LLC · Certified Financial Planner
- Mark W. RobertsonMaxim Capital Advisors, Inc. · Certified Financial Planner
- Anthony L. RobleLPL Financial LLC · Certified Financial Planner
- Stephanie RobsonOsaic Wealth, Inc. · Certified Financial Planner
- Jessica M. RoksJdm Financial Group LLC · Certified Financial Planner
- Justin D. RucciWarren Street Wealth Advisors, LLC · Certified Financial Planner
- Lawrence E. RutherfordCw Advisors, LLC · Certified Financial Planner
- Bryce SagersStrategic Advisers LLC · Certified Financial Planner
- Mike B. SamanthaCetera Investment Advisers LLC · Certified Financial Planner
- Kanin SathienvantaneeCharles Schwab & Co., Inc. · Certified Financial Planner
- Rhett J. SavitchCharles Schwab & Co., Inc. · Certified Financial Planner
- Jerome L. SchmittOsaic Wealth, Inc. · Certified Financial Planner
- Megan E. SchwabApriem Advisors · Certified Financial Planner
- John E. SeelCapital Synergy Partners · Certified Financial Planner
- Jodi A. SelleckSelleck Financial Group · Certified Financial Planner
- Jesse C. SerraCharles Schwab & Co., Inc. · Certified Financial Planner
- Anthony J. SerranoWest Wealth Group, LLC · Certified Financial Planner
- Chad A. ShawNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Timothy J. SheaLPL Financial LLC · Certified Financial Planner
- Mike S. SheetsLPL Financial LLC · Certified Financial Planner
- Ahren J. ShiraiU.S. Bancorp Advisors, LLC · Certified Financial Planner
- Nicole R. SimpsonEp Wealth Advisors · Certified Financial Planner
- Mason C. SmithCharles Schwab & Co., Inc. · Certified Financial Planner
- Wil SmithCooper McManus · Certified Financial Planner, Chartered Financial Analyst
- Fina L. SneedLPL Financial LLC · Certified Financial Planner
- John T. SomervilleSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jose SoriaWest Wealth Group, LLC · Certified Financial Planner
- Kyle J. SosciaLPL Financial LLC · Certified Financial Planner
- Nicole A. SouthernRise Private Wealth Management · Certified Financial Planner
- Patricia A. StallworthMainstreet Financial Planning, Inc. · Certified Financial Planner
- Christian T. StearnsCooper McManus · Certified Financial Planner
- Roger S. Stinnett IIFirst Foundation Advisors · Certified Financial Planner, Personal Financial Specialist
- Blake M. StreetWarren Street Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jeorjia D. SunOsaic Wealth, Inc. · Certified Financial Planner
- Jared T. TanimotoSavvy · Certified Financial Planner
- Benjamin D. ThornhillFirst Foundation Advisors · Certified Financial Planner
- Elisha TorranceSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Tanya M. TorresSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Anh P. TranLPL Financial LLC · Certified Financial Planner
- Maureen M. TsuIgnite Planners LLC · Certified Financial Planner
- Aaron TuckerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Joshua H. TurleyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Garrick P. UpdegraphProspera Financial Services, Inc. · Certified Financial Planner
- James R. ValeWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Henry J. VanbuskirkBenefit Financial Services Group · Certified Financial Planner
- Thomas K. VancePure Financial Advisors, LLC · Certified Financial Planner
- Becky R. VasquezThree Arch Wealth Management LLC · Certified Financial Planner
- Patricia VasquezAdvanced Financial Strategies Inc. · Certified Financial Planner
- Tyler R. VasquezThree Arch Wealth Management LLC · Certified Financial Planner
- David M. VaughanWorld Investment Advisors, LLC · Certified Financial Planner
- Joseph V. VolzWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Christopher M. WagnerWest Wealth Group, LLC · Certified Financial Planner
- Jonathan H. WangWells Fargo Clearing Services, LLC · Certified Financial Planner
- Yuhsin WangEp Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
- Richard J. WardStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Jeffrey P. WarnockThe Baldwin Group Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Misty M. WeltzienPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Jason G. WernerCooper McManus · Certified Financial Planner
- James B. WhiteTempus Wealth Planning, LLC · Certified Financial Planner
- Stephen J. WiechertFirst Foundation Advisors · Certified Financial Planner
- Caden WilesSchwab Wealth Advisory, Inc. · Certified Financial Planner
- John D. WilliamsOptimize Financial Inc. · Certified Financial Planner
- Mark D. WilsonMile Wealth Management · Certified Financial Planner
- Lawrence D. WimsattCooper McManus · Certified Financial Planner
- Troy M. WirthIngen Strategies, LLC · Certified Financial Planner
- Casey E. WittersOptimize Financial Inc. · Certified Financial Planner
- Dominic A. WrightEmpirical Wealth Management · Certified Financial Planner
- Kaiping K. WuOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Banqi YangCreative Planning · Certified Financial Planner, Chartered Financial Analyst
- Avetis YetenekyanEp Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
- Rong YueAmeriprise Financial Services, LLC · Certified Financial Planner
- Erica G. ZaragozaProsperitas Financial, LLC · Certified Financial Planner
- Adrian ZuloagaMorgan Stanley · Certified Financial Planner
- Lovely May R. ZuninoEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Irvine
LPL Financial LLC 14J.P. Morgan Securities LLC 11Cooper McManus 10Schwab Wealth Advisory, Inc. 10Wells Fargo Clearing Services, LLC 9Osaic Wealth, Inc. 8First Foundation Advisors 7Wells Fargo Advisors Financial Network, LLC 6Benefit Financial Services Group 5Charles Schwab & Co., Inc. 5Strategic Advisers LLC 5Warren Street Wealth Advisors, LLC 5Ep Wealth Advisors 4Independent Advisor Alliance, LLC 4Index Fund Advisors, Inc. 4
CFP advisors in other California cities
All of California →San Diego 645San Francisco 422Los Angeles 359Newport Beach 242Walnut 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 40Menlo Park 39
Questions
How many CFP financial advisors are in Irvine, CA?
224 SEC-registered investment adviser representatives at firm offices in Irvine, California list the CFP designation; LPL Financial LLC employs the most of them (14).
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 Irvine?
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.