Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lafayette, CA
Every SEC-registered financial advisor at a firm office in Lafayette who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Lafayette; the most are at American Investors Company (3). 12 are also registered broker representatives.
CFP advisors in Lafayette, A to Z
Every advisor in Lafayette →- Stephen C. BiggsThe Mather Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Argenis Biscardi MelendezOsaic Wealth, Inc. · Certified Financial Planner
- Charles L. BondOsaic Wealth, Inc. · Certified Financial Planner
- Scott E. DawsonAmerican Investors Company · Certified Financial Planner
- Catherine EvansJ.P. Morgan Securities LLC · Certified Financial Planner
- Jaime T. FukumaeCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- James C. GebhardtGebhardt Group, Inc. · Certified Financial Planner
- Nicole R. HansonMai Capital Management, LLC · Certified Financial Planner
- Sally M. JermainCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Janine KeepermanGebhardt Group, Inc. · Certified Financial Planner
- Karla J. McAvoyThe Mather Group, LLC · Certified Financial Planner
- Stewart A. McGuireMai Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jerry S. MosherAmerican Investors Company · Certified Financial Planner
- Jennifer I. NapperRaymond James & Associates, Inc. · Certified Financial Planner
- Dana B. NelsonTruetide Wealth · Certified Financial Planner
- Jason R. PeraOsaic Wealth, Inc. · Certified Financial Planner
- Luis RoblesThe Mather Group, LLC · Certified Financial Planner
- Celia R. SandelMML Investors Services, LLC · Certified Financial Planner
- Anita SinghMeridian Investment Counsel, Inc. · Certified Financial Planner
- William TomAmerican Investors Company · Certified Financial Planner
- Monica Van EckEp Wealth Advisors · Certified Financial Planner
- Joseph W. WallaceWallace Advisory Group, LLC · Certified Financial Planner
Firms with the most CFP professionals in Lafayette
American Investors Company 3Mosher Financial Advisors LLC 3Osaic Wealth, Inc. 3The Mather Group, LLC 3Cambridge Investment Research Advisors, Inc. 2Gebhardt Group, Inc. 2Mai Capital Management, LLC 2Ep Wealth Advisors 1J.P. Morgan Securities LLC 1MML Investors Services, LLC 1Meridian Investment Counsel, Inc. 1Raymond James & Associates, Inc. 1Truetide Wealth 1Wallace Advisory Group, 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 Lafayette, CA?
22 SEC-registered investment adviser representatives at firm offices in Lafayette, California list the CFP designation; American Investors Company 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 Lafayette?
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.