Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Laguna Hills, CA
Every SEC-registered financial advisor at a firm office in Laguna Hills who lists the Certified Financial Planner designation, A to Z.
19 CFP professionals work in Laguna Hills; the most are at Towneley Capital Management, Inc. (5). 10 are also registered broker representatives.
CFP advisors in Laguna Hills, A to Z
Every advisor in Laguna Hills →- Terry D. AndersonLaguna Financial Advisory · Certified Financial Planner
- Jack AzarEquitable Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Paul D. BarlowBarlow, Paul David · Certified Financial Planner
- Robyn L. ClarkeTowneley Capital Management, Inc. · Certified Financial Planner
- Paula DurrantTowneley Capital Management, Inc. · Certified Financial Planner
- Gary A. GordonPacific Park Financial, Inc. · Certified Financial Planner
- Adam JarosStrategic Advisers LLC · Certified Financial Planner
- Hooman KarbasionEdward Jones · Certified Financial Planner
- Amirreza KayyalFusion Financial · Certified Financial Planner
- Tracy A. KuntzTowneley Capital Management, Inc. · Certified Financial Planner
- Mary J. MarSpc · Certified Financial Planner
- Narine K. MardanyanCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Andrew P. McVayAvalon Financial Advisors · Certified Financial Planner
- Jonathan P. ObestMwa Financial Services Inc. · Certified Financial Planner
- Carlos OrtegaTowneley Capital Management, Inc. · Certified Financial Planner
- Bradford S. RunyonEdward Jones · Certified Financial Planner
- Frederick D. SanchezLPL Financial LLC · Certified Financial Planner
- Martin D. StandishTowneley Capital Management, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Nicholas A. TrentStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Laguna Hills
Towneley Capital Management, Inc. 5Edward Jones 2Strategic Advisers LLC 2Avalon Financial Advisors 1Barlow, Paul David 1Cambridge Investment Research Advisors, Inc. 1Equitable Advisors, LLC 1Fusion Financial 1LPL Financial LLC 1Laguna Financial Advisory 1Mwa Financial Services Inc. 1Pacific Park Financial, Inc. 1Spc 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 Laguna Hills, CA?
19 SEC-registered investment adviser representatives at firm offices in Laguna Hills, California list the CFP designation; Towneley Capital Management, Inc. employs the most of them (5).
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 Laguna Hills?
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.