Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Manhattan Beach, CA
Every SEC-registered financial advisor at a firm office in Manhattan Beach who lists the Certified Financial Planner designation, A to Z.
The short answer
30 CFP professionals work in Manhattan Beach; the most are at Monograph Wealth Advisors, LLC (4). 12 are also registered broker representatives.
CFP advisors in Manhattan Beach, A to Z
Every advisor in Manhattan Beach →- Todd C. ButlerOcean Path Advisors, LLC · Certified Financial Planner
- Christian R. CordobaMutual Advisors, LLC · Certified Financial Planner
- Yves-Marc CourtinesBoundless Advice LLC · Certified Financial Planner, Chartered Financial Analyst
- Cameron V. DotyCertuity, LLC · Certified Financial Planner
- Matthew S. EvansOcean Path Advisors, LLC · Certified Financial Planner
- Ryan D. GordonLPL Financial LLC · Certified Financial Planner
- Matthew B. HaefnerMonograph Wealth Advisors, LLC · Certified Financial Planner
- Jessie L. HaleVita Wealth Advisors, LLC · Certified Financial Planner
- David L. HarrisHarris & Associates · Certified Financial Planner, Chartered Financial Consultant
- Alec B. HoagLPL Financial LLC · Certified Financial Planner
- Miguel V. IrazabalMonograph Wealth Advisors, LLC · Certified Financial Planner
- Michelle N. KatzenRitholtz Wealth Management · Certified Financial Planner
- Laurence I. KoeppelDigital Wealth, LLC · Certified Financial Planner
- Ross A. KrollOcean Path Advisors, LLC · Certified Financial Planner
- Coco M. LorenzoMonograph Wealth Advisors, LLC · Certified Financial Planner
- Jerry R. MadridMadrid Retirement Advisors · Certified Financial Planner
- Jeffrey J. MuhleFinancial Planning Concepts, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Garrick A. PetersOsaic Wealth, Inc. · Certified Financial Planner
- William H. PettusMutual Advisors, LLC · Certified Financial Planner
- Justin T. ReeseNew Edge Wealth · Certified Financial Planner
- Anthony S. RichardsonCitigroup Global Markets Inc. · Certified Financial Planner
- John P. SchlatterLPL Financial LLC · Certified Financial Planner
- Sean M. ShannonMonograph Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Thomas E. SmithVita Wealth Advisors, LLC · Certified Financial Planner
- Audrey A. StansburyEdward Jones · Certified Financial Planner
- Christine TillmanCreative Planning · Certified Financial Planner
- Tammy A. TrentaFamily Financial · Certified Financial Planner
- Riley J. Van VelthuyzenOcean Path Advisors, LLC · Certified Financial Planner
- Timothy WallenderWallender, Timothy Joseph · Certified Financial Planner
- Daniel B. ZiskinPlanmember Securities Corporation · Certified Financial Planner
Firms with the most CFP professionals in Manhattan Beach
Monograph Wealth Advisors, LLC 4Ocean Path Advisors, LLC 4LPL Financial LLC 3Mutual Advisors, LLC 2Vita Wealth Advisors, LLC 2Boundless Advice LLC 1Certuity, LLC 1Citigroup Global Markets Inc. 1Creative Planning 1Digital Wealth, LLC 1Edward Jones 1Family Financial 1Financial Planning Concepts, Inc. 1Harris & Associates 1Madrid Retirement 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 Manhattan Beach, CA?
30 SEC-registered investment adviser representatives at firm offices in Manhattan Beach, California list the CFP designation; Monograph Wealth Advisors, LLC employs the most of them (4).
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 Manhattan 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.