Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Monterey, CA
Every SEC-registered financial advisor at a firm office in Monterey who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Monterey; the most are at Integris Wealth Management, LLC (4). 8 are also registered broker representatives.
CFP advisors in Monterey, A to Z
Every advisor in Monterey →- Francisco A. ArevaloCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Dorothy M. BelvilleCetera Investment Advisers LLC · Certified Financial Planner
- Alexander B. BlackIntegris Wealth Management, LLC · Certified Financial Planner
- Patrick T. CollinsEvanson Financial, LLC Dba Evanson Asset Management · Certified Financial Planner
- Kenneth D. CranstoneThree Sheep Wealth Management, LLC · Certified Financial Planner
- Dustin R. DockterLPL Financial LLC · Certified Financial Planner
- Scott F. FosmarkCommonwealth Financial Network · Certified Financial Planner
- Mark W. KooimanCreative Planning · Certified Financial Planner
- Kevin R. MahoneyIntegris Wealth Management, LLC · Certified Financial Planner
- Antone D. MercurioCommonwealth Financial Network · Certified Financial Planner
- David C. PalshawMonterey Bay Asset Management LLC · Certified Financial Planner
- Spencer W. RandLPL Financial LLC · Certified Financial Planner
- Susan J. RedeOsaic Wealth, Inc. · Certified Financial Planner
- Julie O. RothIntegris Wealth Management, LLC · Certified Financial Planner
- Aaron J. SchwartzMcFarland Associates · Certified Financial Planner
- Michael J. WilliamsLPL Financial LLC · Certified Financial Planner
- Katherine A. WooleverIntegris Wealth Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Monterey
Integris Wealth Management, LLC 4Commonwealth Financial Network 3LPL Financial LLC 3Belville Financial Advisors 1Cetera Investment Advisers LLC 1Creative Planning 1Evanson Financial, LLC Dba Evanson Asset Management 1McFarland Associates 1Monterey Bay Asset Management LLC 1Osaic Wealth, Inc. 1Three Sheep Wealth Management, 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 Monterey, CA?
17 SEC-registered investment adviser representatives at firm offices in Monterey, California list the CFP designation; Integris Wealth Management, 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 Monterey?
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.