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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Milpitas, CA

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

The short answer

4 CFP professionals work in Milpitas; the most are at Osaic Wealth, Inc. (3). 3 are also registered broker representatives.

CFP advisors in Milpitas, A to Z

Every advisor in Milpitas →

Firms with the most CFP professionals in Milpitas

Osaic Wealth, Inc. 3Osaic Advisory Services, LLC 1The Guardino Financial Group 1

CFP advisors in other California cities

All of California →

San Diego 646San Francisco 427Los Angeles 357Newport Beach 257Irvine 217Walnut Creek 202Torrance 154Pasadena 105San Jose 103Westlake Village 96Santa Barbara 94Roseville 90Folsom 85Carlsbad 82Santa Monica 72La Jolla 70Sacramento 69San Rafael 62Long Beach 59Fresno 57San Ramon 53El Segundo 45Santa Rosa 44Woodland Hills 43

Questions

How many CFP financial advisors are in Milpitas, CA?

4 SEC-registered investment adviser representatives at firm offices in Milpitas, California list the CFP designation; Osaic Wealth, 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 Milpitas?

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.