Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Modesto, CA
Every SEC-registered financial advisor at a firm office in Modesto who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in Modesto; the most are at LPL Financial LLC (3). 15 are also registered broker representatives.
CFP advisors in Modesto, A to Z
Every advisor in Modesto →- Todd E. BartonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kent W. CrawfordLPL Financial LLC · Certified Financial Planner
- Kyle N. CrawfordLPL Financial LLC · Certified Financial Planner
- Alan R. CrosbySouthland Equity Partners, LLC. · Certified Financial Planner
- Gregory A. CrosbyOsaic Wealth, Inc. · Certified Financial Planner
- David R. DerbyAmerican Investors Company · Certified Financial Planner, Chartered Financial Consultant
- David E. EppsIntegral Wealth Management · Certified Financial Planner
- Christopher J. FrizziKcpag Financial Advisors LLC · Certified Financial Planner
- Michael G. GroverRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Gregory J. HoekmanCetera Investment Advisers LLC · Certified Financial Planner
- Michael J. HowellBlom & Howell Financial Planning, Inc. · Certified Financial Planner
- Tam T. LeValic Financial Advisors, Inc. · Certified Financial Planner
- Robert D. McCoyEdward Jones · Certified Financial Planner
- John W. NieradzikValic Financial Advisors, Inc. · Certified Financial Planner
- Jason G. PinkForum Financial Management, LP · Certified Financial Planner
- Robert C. PowellAscentis Independent Advisors, LLC · Certified Financial Planner
- Nicole E. SeghettiLuminary Financial Planning · Certified Financial Planner
- Rodney D. SmithValic Financial Advisors, Inc. · Certified Financial Planner
- Brian M. UllrichCommonwealth Financial Network · Certified Financial Planner
- Todd A. VenturiniLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Modesto
LPL Financial LLC 3Valic Financial Advisors, Inc. 3Southland Equity Partners, LLC. 2American Investors Company 1Ascentis Independent Advisors, LLC 1Blom & Howell Financial Planning, Inc. 1Cetera Investment Advisers LLC 1Commonwealth Financial Network 1Edward Jones 1Forum Financial Management, LP 1Integral Wealth Management 1Kcpag Financial Advisors LLC 1Luminary Financial Planning 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 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 Modesto, CA?
20 SEC-registered investment adviser representatives at firm offices in Modesto, California list the CFP designation; LPL Financial LLC 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 Modesto?
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.