Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mountain View, CA
Every SEC-registered financial advisor at a firm office in Mountain View who lists the Certified Financial Planner designation, A to Z.
The short answer
18 CFP professionals work in Mountain View; the most are at Aspiriant, LLC (6). 4 are also registered broker representatives.
CFP advisors in Mountain View, A to Z
Every advisor in Mountain View →- Madalina L. AndreiEdward Jones · Certified Financial Planner
- Amy E. ConoWealth Architects, LLC · Certified Financial Planner
- Helen A. DietzAspiriant, LLC · Certified Financial Planner
- Mark R. GordonWealth Architects, LLC · Certified Financial Planner, Chartered Financial Analyst
- Daniel R. HahnIndependent Financial Group, LLC · Certified Financial Planner
- Kimberly HelmQuantum Financial Advisors, LLC · Certified Financial Planner
- Tzipora HenigStrategic Advisers LLC · Certified Financial Planner
- Nayan P. LapsiwalaAspiriant, LLC · Certified Financial Planner
- Cliff C. LohAspiriant, LLC · Certified Financial Planner
- Natalie A. MorrellaAspiriant, LLC · Certified Financial Planner
- Anithah Neelakanda-PillaiAp Investment Management · Certified Financial Planner
- Patrick N. PhillipsWealth Architects, LLC · Certified Financial Planner
- Darryl R. RaeAspiriant, LLC · Certified Financial Planner
- Jeffrey RoodmanJ.P. Morgan Securities LLC · Certified Financial Planner
- Tyler J. ScottWealth Architects, LLC · Certified Financial Planner, Chartered Financial Analyst
- Charles D. TranWealth Architects, LLC · Certified Financial Planner
- Peter C. TrinhWealth Architects, LLC · Certified Financial Planner
- Regina WohlAspiriant, LLC · Certified Financial Planner
Firms with the most CFP professionals in Mountain View
Aspiriant, LLC 6Wealth Architects, LLC 6Ap Investment Management 1Edward Jones 1Independent Financial Group, LLC 1J.P. Morgan Securities LLC 1Quantum Financial Advisors, LLC 1Strategic Advisers 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 Mountain View, CA?
18 SEC-registered investment adviser representatives at firm offices in Mountain View, California list the CFP designation; Aspiriant, LLC employs the most of them (6).
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 Mountain View?
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.