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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Menlo Park, CA

Every SEC-registered financial advisor at a firm office in Menlo Park who lists the Certified Financial Planner designation, A to Z.

39 CFP professionals work in Menlo Park; the most are at Charles Schwab & Co., Inc. (7). 16 are also registered broker representatives.

CFP advisors in Menlo Park, A to Z

Every advisor in Menlo Park →

Firms with the most CFP professionals in Menlo Park

Charles Schwab & Co., Inc. 7Focus Partners Wealth, LLC 7Citizens Securities, Inc. 4Galileo Planning Group, Inc. 4Creative Planning 2Edward Jones 2Forum Financial Management, LP 2Bkb Financial Advisors, LLC 1Branch & Bloom Financial Planning, LLC 1Corient 1Echo Advisory LLC 1J.P. Morgan Securities LLC 1Osborne Partners 1Private Advisor Group, LLC 1Roberts Wealth Advisors, 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 Menlo Park, CA?

39 SEC-registered investment adviser representatives at firm offices in Menlo Park, California list the CFP designation; Charles Schwab & Co., Inc. 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 Menlo Park?

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.