Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Los Gatos, CA
Every SEC-registered financial advisor at a firm office in Los Gatos who lists the Certified Financial Planner designation, A to Z.
21 CFP professionals work in Los Gatos; the most are at Mainstreet Financial Planning, Inc. (3). 11 are also registered broker representatives.
CFP advisors in Los Gatos, A to Z
Every advisor in Los Gatos →- Mark F. AstrinosLibra Wealth LLC · Certified Financial Planner, Personal Financial Specialist
- Richard E. BaerLegacy Capital Group California, Inc. · Certified Financial Planner
- Bruce R. BartonSavant Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Brent C. BungerLegacy Capital Group California, Inc. · Certified Financial Planner
- Alexander L. CarterStrategic Advisers LLC · Certified Financial Planner
- Russell T. CaseEdward Jones · Certified Financial Planner
- Katherine M. EdwardsMainstreet Financial Planning, Inc. · Certified Financial Planner
- Corrine A. FabieMorgan Stanley · Certified Financial Planner
- Cynthia A. FlanniganMainstreet Financial Planning, Inc. · Certified Financial Planner
- Jerrod FosterLido · Certified Financial Planner, Chartered Financial Analyst
- Neil S. GavandeFarm And Community Advisory · Certified Financial Planner, Chartered Financial Consultant
- Joyce W. IrmerStrategic Advisers LLC · Certified Financial Planner
- Randall L. KrenzinMorgan Stanley · Certified Financial Planner
- Stephen MoormanLibra Wealth LLC · Certified Financial Planner
- Ethan PepperOrchard City Wealth Management, LLC · Certified Financial Planner
- Matthew E. RobersonArete Wealth Advisors, LLC · Certified Financial Planner
- Trevor B. SchwartzRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Anna SerguninaMainstreet Financial Planning, Inc. · Certified Financial Planner
- Renee M. SnowAsl Financial, LLC · Certified Financial Planner
- Allegra M. SwanAllworth Financial, L.P. · Certified Financial Planner
- Derek R. TamLido · Certified Financial Planner
Firms with the most CFP professionals in Los Gatos
Mainstreet Financial Planning, Inc. 3Legacy Capital Group California, Inc. 2Libra Wealth LLC 2Lido 2Morgan Stanley 2Strategic Advisers LLC 2Allworth Financial, L.P. 1Arete Wealth Advisors, LLC 1Asl Financial, LLC 1Edward Jones 1Farm And Community Advisory 1Orchard City Wealth Management, LLC 1Raymond James Financial Services Advisors, Inc. 1Savant Wealth Management 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 Los Gatos, CA?
21 SEC-registered investment adviser representatives at firm offices in Los Gatos, California list the CFP designation; Mainstreet Financial Planning, Inc. 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 Los Gatos?
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.