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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in La Jolla, CA

Every SEC-registered financial advisor at a firm office in La Jolla who lists the Certified Financial Planner designation, A to Z.

67 CFP professionals work in La Jolla; the most are at Alphacore Capital LLC (19). 30 are also registered broker representatives.

CFP advisors in La Jolla, A to Z

Every advisor in La Jolla →

Firms with the most CFP professionals in La Jolla

Alphacore Capital LLC 19Financial Alternatives, Inc. 5Morgan Stanley 5Wells Fargo Clearing Services, LLC 5Canter Wealth 4MML Investors Services, LLC 3UBS Financial Services Inc. 3Carter Financial, LLC 2Charles Schwab & Co., Inc. 2Edward Jones 2Hamilton Manor & Associates 2LPL Financial LLC 2Wells Fargo Advisors Financial Network, LLC 2Castle Coast Wealth, LLC 1Cedar Wealth Management 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 74San Rafael 67Fresno 58Long Beach 54San Ramon 51Santa Rosa 49El Segundo 41San Mateo 40Menlo Park 39

Questions

How many CFP financial advisors are in La Jolla, CA?

67 SEC-registered investment adviser representatives at firm offices in La Jolla, California list the CFP designation; Alphacore Capital LLC employs the most of them (19).

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 La Jolla?

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.