Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Napa, CA
Every SEC-registered financial advisor at a firm office in Napa who lists the Certified Financial Planner designation, A to Z.
19 CFP professionals work in Napa; the most are at Dedora Capital, Inc. (3). 10 are also registered broker representatives.
CFP advisors in Napa, A to Z
Every advisor in Napa →- Richard F. BarryWells Fargo Clearing Services, LLC · Certified Financial Planner
- Paul J. DedoraDedora Capital, Inc. · Certified Financial Planner
- Kathryn L. FitzgeraldMML Investors Services, LLC · Certified Financial Planner
- Mark F. HillDedora Capital, Inc. · Certified Financial Planner
- Sharon C. KhanDedora Capital, Inc. · Certified Financial Planner
- John H. LilesJohn H. Liles, Cfp · Certified Financial Planner
- Eileen L. LoustauArcadian Associates, LLC · Certified Financial Planner
- George P. McCuenThe Mather Group, LLC · Certified Financial Planner
- Janet L. MlynarLPL Financial LLC · Certified Financial Planner
- Hugh B. PhillipsAllworth Financial, L.P. · Certified Financial Planner
- Mark C. RichmondLPL Financial LLC · Certified Financial Planner
- Tracy P. SchmuhlCharles Schwab & Co., Inc. · Certified Financial Planner
- Sean J. ScrubyOlde World Investments · Certified Financial Planner
- Eva C. SoaresSoares Financial, Inc. · Certified Financial Planner
- Pamela J. ThompsonUBS Financial Services Inc. · Certified Financial Planner
- James J. UrdaLPL Financial LLC · Certified Financial Planner
- Stewart J. VietsOsaic Wealth, Inc. · Certified Financial Planner
- Tonya WestThe Mather Group, LLC · Certified Financial Planner
- Melanie E. WhiteheadOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Napa
Dedora Capital, Inc. 3LPL Financial LLC 3Osaic Wealth, Inc. 2The Mather Group, LLC 2Allworth Financial, L.P. 1Arcadian Associates, LLC 1Benefits Plus, LLC 1Charles Schwab & Co., Inc. 1John H. Liles, Cfp 1MML Investors Services, LLC 1Olde World Investments 1Soares Financial, Inc. 1UBS Financial Services Inc. 1Wells Fargo Clearing Services, 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 Napa, CA?
19 SEC-registered investment adviser representatives at firm offices in Napa, California list the CFP designation; Dedora Capital, 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 Napa?
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.