Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Livermore, CA
Every SEC-registered financial advisor at a firm office in Livermore who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Livermore; the most are at Cetera Investment Advisers LLC (3). 6 are also registered broker representatives.
CFP advisors in Livermore, A to Z
Every advisor in Livermore →- Kevin C. BatstoneBaybridge Capital Group, LLC · Certified Financial Planner
- Thomas F. Bennett Jr.Cetera Investment Advisers LLC · Certified Financial Planner
- Alan R. CrosbyOsaic Wealth, Inc. · Certified Financial Planner
- Ryan M. De La TorreCetera Investment Advisers LLC · Certified Financial Planner
- Daniel T. GoodmanWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Lisa S. LagorioOsaic Wealth, Inc. · Certified Financial Planner
- Natalie A. LeiningerOsaic Wealth, Inc. · Certified Financial Planner
- Brody J. MartinezBaybridge Capital Group, LLC · Certified Financial Planner
- Steven L. PolaskiCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Livermore
Cetera Investment Advisers LLC 3Osaic Wealth, Inc. 3Baybridge Capital Group, LLC 2Wealth Enhancement Advisory Services, 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 Livermore, CA?
9 SEC-registered investment adviser representatives at firm offices in Livermore, California list the CFP designation; Cetera Investment Advisers LLC 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 Livermore?
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.