Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Larkspur, CA
Every SEC-registered financial advisor at a firm office in Larkspur who lists the Certified Financial Planner designation, A to Z.
18 CFP professionals work in Larkspur; the most are at Beacon Pointe Advisors, LLC (7). 3 are also registered broker representatives.
CFP advisors in Larkspur, A to Z
Every advisor in Larkspur →- Richard H. AlpertRaub Brock Capital Management, LP · Certified Financial Planner
- John M. BaxmanBeacon Pointe Advisors, LLC · Certified Financial Planner
- Charles L. BowesBeacon Pointe Advisors, LLC · Certified Financial Planner
- Annette E. BrintonBeacon Pointe Advisors, LLC · Certified Financial Planner
- Lesley E. CannanBeacon Pointe Advisors, LLC · Certified Financial Planner
- Colin B. DrakeWealthspire Advisors · Certified Financial Planner
- Brian FrackUnited Capital Financial Advisors · Certified Financial Planner
- River Z. GallandBeacon Pointe Advisors, LLC · Certified Financial Planner
- Cheryl L. GrossRaub Brock Capital Management, LP · Certified Financial Planner
- Kelly D. KaneBroadwing Capital Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Austin KrewsonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Kelvin S. LauThe Strategic Financial Alliance, Inc. · Certified Financial Planner
- Frederick W. MartensStrategic Advisers LLC · Certified Financial Planner
- Reid S. MilesUnited Capital Financial Advisors · Certified Financial Planner
- Monica B. MunozBeacon Pointe Advisors, LLC · Certified Financial Planner
- Laurean S. NardoneShira Ridge Wealth Management · Certified Financial Planner
- Brian PonApella Wealth · Certified Financial Planner
- Charles J. RamosBeacon Pointe Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in Larkspur
Beacon Pointe Advisors, LLC 7Raub Brock Capital Management, LP 2United Capital Financial Advisors 2Apella Wealth 1Broadwing Capital Advisors, Inc. 1Shira Ridge Wealth Management 1Strategic Advisers LLC 1The Strategic Financial Alliance, Inc. 1Wealth Enhancement Advisory Services, LLC 1Wealthspire 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 Larkspur, CA?
18 SEC-registered investment adviser representatives at firm offices in Larkspur, California list the CFP designation; Beacon Pointe Advisors, LLC employs the most of them (7).
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 Larkspur?
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.