Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Long Beach, CA
Every SEC-registered financial advisor at a firm office in Long Beach who lists the Certified Financial Planner designation, A to Z.
54 CFP professionals work in Long Beach; the most are at Halbert Hargrove (18). 29 are also registered broker representatives.
CFP advisors in Long Beach, A to Z
Every advisor in Long Beach →- James T. AhnHalbert Hargrove · Certified Financial Planner
- Vincent R. BirardiHalbert Hargrove · Certified Financial Planner
- Ashley C. BooneCommonwealth Financial Network · Certified Financial Planner
- Ethan G. CampbellHalbert Hargrove · Certified Financial Planner
- Boris M. CastilloNwf Advisory Services Inc. · Certified Financial Planner
- Jake A. CastilloHalbert Hargrove · Certified Financial Planner
- Norman M. CauntayEdward Jones · Certified Financial Planner
- Carolanne M. ChavanneProsperity Wealth Planning LLC · Certified Financial Planner
- Juerg S. CiceriJc Financial Planning & Investments, LLC · Certified Financial Planner
- Kevin M. CoyleMorgan Stanley · Certified Financial Planner
- Cyrus W. DereuHalbert Hargrove · Certified Financial Planner
- Bradford C. DicksonEdward Jones · Certified Financial Planner
- Craig W. EisslerHalbert Hargrove · Certified Financial Planner
- Samantha J. GarciaHalbert Hargrove · Certified Financial Planner
- Russell T. HillHalbert Hargrove · Certified Financial Planner
- Steven C. Jackson Jr.D.A. Davidson & Co. · Certified Financial Planner
- Mark P. JanciHalbert Hargrove · Certified Financial Planner
- David A. KochHalbert Hargrove · Certified Financial Planner, Chartered Financial Analyst
- Bradley R. LancasterGoldman Lancaster, Inc. · Certified Financial Planner
- James J. LandersMorgan Stanley · Certified Financial Planner
- Edwin W. Langley Jr.Halbert Hargrove · Certified Financial Planner
- Ross A. LangleyHalbert Hargrove · Certified Financial Planner
- David C. LathamLPL Financial LLC · Certified Financial Planner
- Kenneth S. LeeClg LLC · Certified Financial Planner
- Taryn R. LeeWealthspring · Certified Financial Planner
- James W. McDougalHifi Planning · Certified Financial Planner
- Brenden P. MelroseHalbert Hargrove · Certified Financial Planner
- Merlin C. MickenWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Gerald E. MitchellClg LLC · Certified Financial Planner
- Derek R. MunchowAugustus Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ryan T. MunroeCreative Planning · Certified Financial Planner
- David C. NeffClg LLC · Certified Financial Planner
- Anastasia S. NikolaouEquitable Advisors, LLC · Certified Financial Planner
- Jeffrey G. ParkWells Fargo Clearing Services, LLC · Certified Financial Planner
- David J. PearlCooper McManus · Certified Financial Planner
- Nigel J. PierceNwf Advisory Services Inc. · Certified Financial Planner
- Tristin J. RedmonLPL Financial LLC · Certified Financial Planner
- David L. RossRoss Financial Group · Certified Financial Planner
- Marco A. ScalcoCetera Investment Advisers LLC · Certified Financial Planner
- Jerry B. ShebyLPL Financial LLC · Certified Financial Planner
- Anthony P. SkvarkaHalbert Hargrove · Certified Financial Planner
- Brian M. SpinelliHalbert Hargrove · Certified Financial Planner
- Nickolas R. StrainHalbert Hargrove · Certified Financial Planner
- Rahamin SuaresLPL Financial LLC · Certified Financial Planner
- Taylor H. SutherlandHalbert Hargrove · Certified Financial Planner
- Randall T. TakakiLPL Enterprise, LLC · Certified Financial Planner
- Ma A. TapangCrux Wealth Advisors · Certified Financial Planner
- James E. Townes IIOsaic Wealth, Inc. · Certified Financial Planner
- Desiree TuckStrategic Advisers LLC · Certified Financial Planner
- Garrett TuckStrategic Advisers LLC · Certified Financial Planner
- Linda A. WalkerLPL Financial LLC · Certified Financial Planner
- Conor K. WeirAccelerate Retirement · Certified Financial Planner
- Cecilia T. WilliamsHalbert Hargrove · Certified Financial Planner
- Julie J. Young-SedilloCrux Wealth Advisors · Certified Financial Planner
Firms with the most CFP professionals in Long Beach
Halbert Hargrove 18LPL Financial LLC 5Clg LLC 3Crux Wealth Advisors 2Edward Jones 2Morgan Stanley 2Nwf Advisory Services Inc. 2Strategic Advisers LLC 2Accelerate Retirement 1Augustus Wealth, LLC 1Cetera Investment Advisers LLC 1Commonwealth Financial Network 1Cooper McManus 1Creative Planning 1D.A. Davidson & Co. 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 58San Ramon 51Santa Rosa 49El Segundo 41San Mateo 40Menlo Park 39
Questions
How many CFP financial advisors are in Long Beach, CA?
54 SEC-registered investment adviser representatives at firm offices in Long Beach, California list the CFP designation; Halbert Hargrove employs the most of them (18).
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 Long Beach?
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.