Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mill Valley, CA
Every SEC-registered financial advisor at a firm office in Mill Valley who lists the Certified Financial Planner designation, A to Z.
26 CFP professionals work in Mill Valley; the most are at Boldin Advisors (7). 2 are also registered broker representatives.
CFP advisors in Mill Valley, A to Z
Every advisor in Mill Valley →- Christopher K. AkamineCerity Partners LLC · Certified Financial Planner
- Andrew H. BartonBoldin Advisors · Certified Financial Planner
- Alexander J. BoeriMiller Avenue Advisors LLC · Certified Financial Planner
- Frederick H. BordenOn Keel Capital · Certified Financial Planner
- Aaron M. BrickleyBrickley Wealth Management · Certified Financial Planner
- Keenan D. CaseyBoldin Advisors · Certified Financial Planner
- Halley M. CraigMercer Global Advisors Inc. · Certified Financial Planner
- Bradley T. GeddesDecker Retirement Planning Inc. · Certified Financial Planner
- Christopher C. GilmorMeristead Wealth, LLC · Certified Financial Planner
- Jesse P. HindsonAssembly Wealth · Certified Financial Planner
- Vanessa A. JenningsRaymond James & Associates, Inc. · Certified Financial Planner
- Anne P. JohnstonCerity Partners LLC · Certified Financial Planner
- Matthew B. KenastonCerity Partners LLC · Certified Financial Planner
- Mark J. LavanEdward Jones · Certified Financial Planner
- Lyndon B. LorenzBoldin Advisors · Certified Financial Planner
- Declan T. LynchAssembly Wealth · Certified Financial Planner
- Blake W. McGinleyCerity Partners LLC · Certified Financial Planner
- Madeline McIvorBoldin Advisors · Certified Financial Planner
- Brian C. ProsesRational Investment Management, LLC · Certified Financial Planner
- Corey B. SaftSivia Capital Partners, LLC · Certified Financial Planner
- Benjamin R. SampsonMiller Avenue Advisors LLC · Certified Financial Planner
- Raman J. SinghBoldin Advisors · Certified Financial Planner
- Kathryn D. SongKaty Song Financial Planning, Inc. · Certified Financial Planner
- Adrienne L. StarkBoldin Advisors · Certified Financial Planner
- Eric T. StrongMiller Avenue Advisors LLC · Certified Financial Planner
- Edward G. WilliamsBoldin Advisors · Certified Financial Planner
Firms with the most CFP professionals in Mill Valley
Boldin Advisors 7Cerity Partners LLC 4Miller Avenue Advisors LLC 3Assembly Wealth 2Brickley Wealth Management 1Decker Retirement Planning Inc. 1Edward Jones 1Katy Song Financial Planning, Inc. 1Mercer Global Advisors Inc. 1Meristead Wealth, LLC 1On Keel Capital 1Rational Investment Management, LLC 1Raymond James & Associates, Inc. 1Sivia Capital Partners, 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 Mill Valley, CA?
26 SEC-registered investment adviser representatives at firm offices in Mill Valley, California list the CFP designation; Boldin Advisors 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 Mill Valley?
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.