Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Murrieta, CA
Every SEC-registered financial advisor at a firm office in Murrieta who lists the Certified Financial Planner designation, A to Z.
18 CFP professionals work in Murrieta; the most are at Missionsquare Wealth Management (11). 16 are also registered broker representatives.
CFP advisors in Murrieta, A to Z
Every advisor in Murrieta →- Vicki M. BauerMissionsquare Wealth Management · Certified Financial Planner
- Jose S. BohonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Michael D. BrownNwf Advisory Services Inc. · Certified Financial Planner
- Regina J. BurksMissionsquare Wealth Management · Certified Financial Planner
- Kari CierleyEdward Jones · Certified Financial Planner
- James W. CollinsMissionsquare Wealth Management · Certified Financial Planner
- Scott J. DauenhauerMeridian Wealth Management, Inc. · Certified Financial Planner
- Eric W. DobrzynskiMissionsquare Wealth Management · Certified Financial Planner
- Scott M. EasonMissionsquare Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Katherine M. Espinosa SmithMissionsquare Wealth Management · Certified Financial Planner
- Camille A. GarciaMorgan Stanley · Certified Financial Planner
- Richard P. GillMissionsquare Wealth Management · Certified Financial Planner
- Ross S. HuntLPL Financial LLC · Certified Financial Planner
- Nicole A. KirbyMissionsquare Wealth Management · Certified Financial Planner
- Zoran I. LozoMissionsquare Wealth Management · Certified Financial Planner
- Scott E. MonsonMissionsquare Wealth Management · Certified Financial Planner
- Keith D. PenewitMissionsquare Wealth Management · Certified Financial Planner
- Justin SimmonsDavies Financial Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Murrieta
Missionsquare Wealth Management 11Davies Financial Advisors, Inc. 1Edward Jones 1LPL Financial LLC 1Meridian Wealth Management, Inc. 1Morgan Stanley 1Nwf Advisory Services Inc. 1Rmh Advisors, LLC 1Stifel, Nicolaus & Company, Incorporated 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 Murrieta, CA?
18 SEC-registered investment adviser representatives at firm offices in Murrieta, California list the CFP designation; Missionsquare Wealth Management employs the most of them (11).
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 Murrieta?
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.