Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Newport Beach, CA
Every SEC-registered financial advisor at a firm office in Newport Beach who lists the Certified Financial Planner designation, A to Z.
242 CFP professionals work in Newport Beach; the most are at Beacon Pointe Advisors, LLC (83). 82 are also registered broker representatives.
CFP advisors in Newport Beach, A to Z
Every advisor in Newport Beach →- Michael A. AcevedoDynamic · Certified Financial Planner
- Luke D. AchayMML Investors Services, LLC · Certified Financial Planner
- Mark A. AguilarProcore Advisors, LLC · Certified Financial Planner
- Zachary T. AlarioLPL Financial LLC · Certified Financial Planner
- Kristian I. AlbornozBeacon Pointe Advisors, LLC · Certified Financial Planner
- Ron M. AmirSummit Financial, LLC · Certified Financial Planner
- Robert J. AndersonBeacon Pointe Advisors, LLC · Certified Financial Planner
- Thomas R. AndersonHavaplan Financial · Certified Financial Planner
- James M. AndrewsHightower Advisors, LLC · Certified Financial Planner
- Feroz U. AnsariCompak Asset Management · Certified Financial Planner
- Javaid U. AnsariCompak Asset Management · Certified Financial Planner
- Howard AshlockStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- David J. AskewMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Joseph A. AzzopardiMariner · Certified Financial Planner
- David L. BahnsenHightower Advisors, LLC · Certified Financial Planner
- Kenneth G. BarnesCreative Planning Institutional Advisors, LLC · Certified Financial Planner
- Brock M. BeckerCreative Planning · Certified Financial Planner
- Thomas M. BehrBeacon Pointe Advisors, LLC · Certified Financial Planner
- David W. BennettMML Investors Services, LLC · Certified Financial Planner
- Jennifer L. Beyl-LeeBeacon Pointe Advisors, LLC · Certified Financial Planner
- Christopher G. BielerMML Investors Services, LLC · Certified Financial Planner
- Brandon R. BishopGoldman Sachs Wealth Services, L.P. · Certified Financial Planner
- Steven L. BlankenshipBeacon Pointe Advisors, LLC · Certified Financial Planner
- Benjamin D. BlokdykMariner · Certified Financial Planner
- Neddie J. BokoskyCetera Investment Advisers LLC · Certified Financial Planner
- Logan L. BolickBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Patrick S. BradfordBeacon Pointe Advisors, LLC · Certified Financial Planner
- Cooper A. BranhamBeacon Pointe Advisors, LLC · Certified Financial Planner
- Daniel F. BrascettaBeacon Pointe Advisors, LLC · Certified Financial Planner
- Ryan S. BrizendineWestshore Wealth · Certified Financial Planner
- Kevin G. BrouletteCapital Client Group, Inc. · Certified Financial Planner
- Kyle A. BrownBeacon Pointe Advisors, LLC · Certified Financial Planner
- Christine D. BrumfieldBeacon Pointe Advisors, LLC · Certified Financial Planner
- Jackson M. BushBeacon Pointe Advisors, LLC · Certified Financial Planner
- Yisen CaiOsaic Advisory Services, LLC · Certified Financial Planner
- Kelly K. CampbellCampbell Advisory Services, LLC · Certified Financial Planner
- Ronald G. CarlandBeacon Pointe Advisors, LLC · Certified Financial Planner
- David G. CarlsonSound Investment Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Charles G. CarrickBeacon Pointe Advisors, LLC · Certified Financial Planner
- Luc A. CeciMercer Global Advisors Inc. · Certified Financial Planner
- Elizabeth CervantesMorgan Stanley · Certified Financial Planner
- Stevan CervantesWells Fargo Clearing Services, LLC · Certified Financial Planner
- Phoebe ChaoCharles Schwab & Co., Inc. · Certified Financial Planner
- John H. ChapmanBeacon Pointe Advisors, LLC · Certified Financial Planner
- Kinnie J. ChenCetera Investment Advisers LLC · Certified Financial Planner
- Weiping ChenMML Investors Services, LLC · Certified Financial Planner
- Steven R. CherryBeacon Pointe Advisors, LLC · Certified Financial Planner
- Andrew B. ChhorBeacon Pointe Advisors, LLC · Certified Financial Planner
- Juna H. ChiangBeacon Pointe Advisors, LLC · Certified Financial Planner
- Morgan R. ChristenSpinnaker Investment Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- John M. ChristensenRs Crum Inc. · Certified Financial Planner
- David M. ConnellyMML Investors Services, LLC · Certified Financial Planner
- Mark E. CopelandSeia · Certified Financial Planner
- Trevor T. CummingsHightower Advisors, LLC · Certified Financial Planner
- Sean F. CurleyBeacon Pointe Advisors, LLC · Certified Financial Planner
- Ignatius J. D'AnnaMercer Global Advisors Inc. · Certified Financial Planner
- Edrie P. DalisayHollencrest Capital Management · Certified Financial Planner
- Stephen P. DalyBeacon Pointe Advisors, LLC · Certified Financial Planner
- Audrey H. DayBeacon Pointe Advisors, LLC · Certified Financial Planner
- John G. DayBalboa Wealth Partners, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Matthias D. DayKayne Anderson Rudnick Investment Management, LLC · Certified Financial Planner
- William F. DayBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kristopher A. De La PenaAmeriprise Financial Services, LLC · Certified Financial Planner
- John H. Deardorff IVCompak Asset Management · Certified Financial Planner
- Brian G. DelatolaRBC Capital Markets, LLC · Certified Financial Planner
- Kaitlyn A. DellMML Investors Services, LLC · Certified Financial Planner
- Michael A. DempseyBeacon Pointe Advisors, LLC · Certified Financial Planner
- Rachael A. DerricoBeacon Pointe Advisors, LLC · Certified Financial Planner
- Aaron T. DiazMML Investors Services, LLC · Certified Financial Planner
- Michael DicambioRaymond James & Associates, Inc. · Certified Financial Planner
- Kelly L. DigonziniBeacon Pointe Advisors, LLC · Certified Financial Planner
- Rachelle K. DixBeacon Pointe Advisors, LLC · Certified Financial Planner
- Kara L. DuckworthMercer Global Advisors Inc. · Certified Financial Planner
- William E. DugginsLPL Financial LLC · Certified Financial Planner
- Claire R. DurandJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Kimberly A. Dwan-BernatzCibc Private Wealth Advisors, Inc. · Certified Financial Planner
- Robert L. ErricoLPL Financial LLC · Certified Financial Planner
- Keith A. FergusonBeacon Pointe Advisors, LLC · Certified Financial Planner
- Anthony G. FerreiraBeacon Pointe Advisors, LLC · Certified Financial Planner
- James W. FerrellBeacon Pointe Advisors, LLC · Certified Financial Planner
- Cathy L. FitzpatrickCetera Investment Advisers LLC · Certified Financial Planner
- Katherine B. FriesBeacon Pointe Advisors, LLC · Certified Financial Planner
- Brian FriestmanAmeriprise Financial Services, LLC · Certified Financial Planner
- Yekaterina I. GalkinaCompak Asset Management · Certified Financial Planner
- Hugh W. Gates IVBeacon Pointe Advisors, LLC · Certified Financial Planner
- Allison G. GeigerBeacon Pointe Advisors, LLC · Certified Financial Planner
- Jason T. GergelyBeacon Pointe Advisors, LLC · Certified Financial Planner
- Thomas J. GillenBeacon Pointe Advisors, LLC · Certified Financial Planner
- Sandra J. GoinsBalboa Wealth Partners, Inc. · Certified Financial Planner
- Simon R. GoldinSignature Resources Capital Management, LLC · Certified Financial Planner
- Jared A. GoldmanJ.P. Morgan Securities LLC · Certified Financial Planner
- Michael A. GonzalezBeacon Pointe Advisors, LLC · Certified Financial Planner
- Matthew J. GulsethCreative Planning Institutional Advisors, LLC · Certified Financial Planner
- Grant E. HartvigsonBeacon Pointe Advisors, LLC · Certified Financial Planner
- Christopher J. HeckenkampCutler Investment Group · Certified Financial Planner
- James P. HelselCharles Schwab & Co., Inc. · Certified Financial Planner
- Darren HemBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Andrew T. HoangBeacon Pointe Advisors, LLC · Certified Financial Planner
- Matthew J. HolbrookLPL Financial LLC · Certified Financial Planner
- Andrew F. HolmesBeacon Pointe Advisors, LLC · Certified Financial Planner
- Eric J. HonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Paul D. HoskinSummit Trail Advisors, LLC · Certified Financial Planner
- Anthony S. HovorkaCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Nancy J. HowardSpectrum Asset Management Inc. · Certified Financial Planner
- Michael HuSeia · Certified Financial Planner
- Tina M. HumLPL Financial LLC · Certified Financial Planner
- Christina L. HungMercer Global Advisors Inc. · Certified Financial Planner
- Robert H. InghamBeacon Pointe Advisors, LLC · Certified Financial Planner
- Kevin T. JackMercer Global Advisors Inc. · Certified Financial Planner
- Lyman H. JacksonBeacon Pointe Advisors, LLC · Certified Financial Planner
- Jason R. JacobiBoyer Financial Services, Inc. · Certified Financial Planner
- Cody JamesBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Catherine E. JensonBeacon Pointe Advisors, LLC · Certified Financial Planner
- David M. JonesYosemite Capital Management · Certified Financial Planner
- Justin S. JosephsBeacon Pointe Advisors, LLC · Certified Financial Planner
- Jeffrey L. KaylorNoble Wealth Management, Inc. · Certified Financial Planner
- Ulrich E. Keller Jr.Ducere Wealth Management · Certified Financial Planner
- Zane C. KellerDucere Wealth Management · Certified Financial Planner
- Randall B. KimmelMy Money Mgr · Certified Financial Planner
- Robert P. KimmelOsaic Wealth, Inc. · Certified Financial Planner
- Adam KoyanagiUBS Financial Services Inc. · Certified Financial Planner
- Mathew S. KrainesHightower Advisors, LLC · Certified Financial Planner
- Anna V. LarinaBeacon Pointe Advisors, LLC · Certified Financial Planner
- Mark C. LarsenPurus Wealth Management, LLC · Certified Financial Planner
- Roy M. LeonardJ.P. Morgan Securities LLC · Certified Financial Planner
- David L. LevineUBS Financial Services Inc. · Certified Financial Planner
- Thea R. LewisCharles Schwab & Co., Inc. · Certified Financial Planner
- Donald P. LordBeacon Pointe Advisors, LLC · Certified Financial Planner
- Dylan J. MacdonaldBeacon Pointe Advisors, LLC · Certified Financial Planner
- Erin M. MacneillCetera Investment Advisers LLC · Certified Financial Planner
- Tara B. ManistaSachi Financial Planning · Certified Financial Planner, Chartered Financial Consultant
- Matthew F. MarshBeacon Pointe Advisors, LLC · Certified Financial Planner
- Laila S. Marshall-PencePence Capital Management, LLC · Certified Financial Planner
- Ethan G. MatkinMercer Global Advisors Inc. · Certified Financial Planner
- Joshua L. MatyasSignature Resources Capital Management, LLC · Certified Financial Planner
- Wayne C. McCulloughBeacon Pointe Advisors, LLC · Certified Financial Planner
- Courtney L. McCutchanBeacon Pointe Advisors, LLC · Certified Financial Planner
- Scott R. McEwanMorgan Stanley · Certified Financial Planner
- Ryan B. McGuireWestshore Wealth · Certified Financial Planner
- John D. McKinnonEquitable Advisors, LLC · Certified Financial Planner
- Cameron MeekBeacon Pointe Advisors, LLC · Certified Financial Planner
- Alexandra MendozaMercer Global Advisors Inc. · Certified Financial Planner
- Scott N. MesaMariner · Certified Financial Planner
- Delia K. MezzinaBeacon Pointe Advisors, LLC · Certified Financial Planner
- Robert C. MillerBeacon Pointe Advisors, LLC · Certified Financial Planner
- John D. MorrealePurus Wealth Management, LLC · Certified Financial Planner
- Justin R. NelsonBeacon Pointe Advisors, LLC · Certified Financial Planner
- Aaron M. NewlandCibc Private Wealth Advisors, Inc. · Certified Financial Planner
- Sally W. NgBeacon Pointe Advisors, LLC · Certified Financial Planner
- Mai L. NguyenCetera Investment Advisers LLC · Certified Financial Planner
- Alexandra NicholsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Rachael A. NickelsenBeacon Pointe Advisors, LLC · Certified Financial Planner
- Chase A. NishidaStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Michael J. NozzarellaTarbox Family Office, Inc. · Certified Financial Planner
- Eileen M. O'ConnorBeacon Pointe Advisors, LLC · Certified Financial Planner
- Kelley L. ObrienBeacon Pointe Advisors, LLC · Certified Financial Planner
- Andrew OdishLPL Financial LLC · Certified Financial Planner
- Luis M. Orama Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
- Yulia G. OrdwayLifetime Financial, Inc. · Certified Financial Planner
- Michael J. OttmanSpectrum Asset Management Inc. · Certified Financial Planner
- Daniel K. PalmerCreative Planning Institutional Advisors, LLC · Certified Financial Planner
- Cody J. PaningsoroStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Eric M. Papa Jr.Rs Crum Inc. · Certified Financial Planner
- Casey D. PatonBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Sloan F. PetereitMercer Global Advisors Inc. · Certified Financial Planner
- Lorian K. PetryCentriplan, LLC · Certified Financial Planner
- Asia T. PhanRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Daniel A. PichardoBridge Capital Consulting, LLC · Certified Financial Planner
- Aimee P. PolleyBeacon Pointe Advisors, LLC · Certified Financial Planner
- Justin PoplawskiBeacon Pointe Advisors, LLC · Certified Financial Planner
- Justin K. PorrettStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- T L. PowellBeacon Pointe Advisors, LLC · Certified Financial Planner
- Summer E. RamosBeacon Pointe Advisors, LLC · Certified Financial Planner
- Cindy N. RandolphBeacon Pointe Advisors, LLC · Certified Financial Planner
- Karen M. ReifelBeacon Pointe Advisors, LLC · Certified Financial Planner
- Peter M. RivasOsaic Wealth, Inc. · Certified Financial Planner
- Nicole E. RoachStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Philip A. RobertsMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Anthony W. RossWells Fargo Clearing Services, LLC · Certified Financial Planner
- Stephanie A. RumoldBeacon Pointe Advisors, LLC · Certified Financial Planner
- Todd A. RustmanSummit Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
- Lawrence E. RutherfordYosemite Capital Management · Certified Financial Planner
- Mark K. RylanceRs Crum Inc. · Certified Financial Planner
- Nazanin SaidiMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Shima SalehiBeacon Pointe Advisors, LLC · Certified Financial Planner
- James A. SamsAmeriprise Financial Services, LLC · Certified Financial Planner
- Frank SanchezMai Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Andrew J. ScanlonBeacon Pointe Advisors, LLC · Certified Financial Planner
- Alan J. SchryerNoble Wealth Management, Inc. · Certified Financial Planner
- Floyd L. SchwartzRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Trevor L. SchwartzRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Daniel E. SextonRs Crum Inc. · Certified Financial Planner
- James A. ShantonMercer Global Advisors Inc. · Certified Financial Planner
- Lisa S. SharpSpectrum Asset Management Inc. · Certified Financial Planner
- Joel P. ShomakerKestra Advisory Services, LLC · Certified Financial Planner
- Jessica P. ShoreBeacon Pointe Advisors, LLC · Certified Financial Planner
- Robert SileoLPL Financial LLC · Certified Financial Planner
- Darin A. SimonianBeacon Pointe Advisors, LLC · Certified Financial Planner
- Wade W. SlomeSidoxia Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Morgan H. Smith Jr.Beacon Pointe Advisors, LLC · Certified Financial Planner
- Stephen M. SmithCharles Schwab & Co., Inc. · Certified Financial Planner
- Tyler R. SmithMercer Global Advisors Inc. · Certified Financial Planner
- Peter M. SousaBeacon Pointe Advisors, LLC · Certified Financial Planner
- Brendan W. SpilsburyBeacon Pointe Advisors, LLC · Certified Financial Planner
- Steven J. StauffIeq Capital, LLC · Certified Financial Planner
- Marie H. SteinmanStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Jack S. StemperDucere Wealth Management · Certified Financial Planner
- Tyler J. SterkKayne Anderson Rudnick Investment Management, LLC · Certified Financial Planner
- Sarah E. StoufferCetera Investment Advisers LLC · Certified Financial Planner
- Brendan G. StringerBeacon Pointe Advisors, LLC · Certified Financial Planner
- Jeffrey A. StubbertCharles Schwab & Co., Inc. · Certified Financial Planner
- David P. SuessBeacon Pointe Advisors, LLC · Certified Financial Planner
- Jeanne G. SullivanBeacon Pointe Advisors, LLC · Certified Financial Planner
- Yachen W. SunWells Fargo Clearing Services, LLC · Certified Financial Planner
- Laura A. TarboxTarbox Family Office, Inc. · Certified Financial Planner
- Gregory V. TaylorBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jon R. TheriaultRs Crum Inc. · Certified Financial Planner
- Rebecca A. ThompsonBeacon Pointe Advisors, LLC · Certified Financial Planner
- Cassandra M. ThornockBeacon Pointe Advisors, LLC · Certified Financial Planner
- Erik W. ThurnherMedcentric Financial Network · Certified Financial Planner
- Daryl M. TusaCetera Investment Advisers LLC · Certified Financial Planner
- Jameson A. Van HoutenBeacon Pointe Advisors, LLC · Certified Financial Planner
- Andrew J. VidalJdl Advisers · Certified Financial Planner
- Jeffrey ViethKnightsbridge Wealth Management · Certified Financial Planner
- Noel VonuelosMai Capital Management, LLC · Certified Financial Planner
- Robert W. VoorheesStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- David R. WagnerTidecrest Wealth Management, LLC · Certified Financial Planner
- Teresa A. WagnerKnightsbridge Wealth Management · Certified Financial Planner
- Bryan D. WardProcore Advisors, LLC · Certified Financial Planner
- Keythe E. Ward-AguilarProcore Advisors, LLC · Certified Financial Planner
- Kevin D. WeaverSidoxia Capital Management, LLC · Certified Financial Planner
- Michael J. WeilBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brandon M. WelchCentaurus Financial, Inc. · Certified Financial Planner
- Christopher C. WheatonBeacon Pointe Advisors, LLC · Certified Financial Planner
- Richard M. WhiteCetera Investment Advisers LLC · Certified Financial Planner
- Melissa L. WrightCompak Asset Management · Certified Financial Planner
- Mark P. YatesWealth Strategies Group · Certified Financial Planner
- Chi-Gee G. YipBeacon Pointe Advisors, LLC · Certified Financial Planner
- David R. YoungMorgan Stanley · Certified Financial Planner
- Adam F. ZedanCharles Schwab & Co., Inc. · Certified Financial Planner
- Gerald W. Zelko Sr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
- Jacqueline S. ZweigIndependent Advisor Alliance, LLC · Certified Financial Planner
Firms with the most CFP professionals in Newport Beach
Beacon Pointe Advisors, LLC 83Mercer Global Advisors Inc. 11Cetera Investment Advisers LLC 9MML Investors Services, LLC 8LPL Financial LLC 7Stifel, Nicolaus & Company, Incorporated 7Charles Schwab & Co., Inc. 6Wells Fargo Clearing Services, LLC 6Compak Asset Management 5Rs Crum Inc. 5Hightower Advisors, LLC 4Ameriprise Financial Services, LLC 3Creative Planning Institutional Advisors, LLC 3Ducere Wealth Management 3J.P. Morgan Securities LLC 3
CFP advisors in other California cities
All of California →San Diego 645San Francisco 422Los Angeles 359Irvine 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 40Menlo Park 39
Questions
How many CFP financial advisors are in Newport Beach, CA?
242 SEC-registered investment adviser representatives at firm offices in Newport Beach, California list the CFP designation; Beacon Pointe Advisors, LLC employs the most of them (83).
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 Newport Beach?
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.