Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Novato, CA
Every SEC-registered financial advisor at a firm office in Novato who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Novato; the most are at LPL Financial LLC (3). 11 are also registered broker representatives.
CFP advisors in Novato, A to Z
Every advisor in Novato →- Penny C. BacharachAlpha Wealth Management And Planning LLC · Certified Financial Planner
- Frank B. BrunoLPL Financial LLC · Certified Financial Planner
- James P. BusterudJack Point Advisors, LLC · Certified Financial Planner
- Shawn CampasOsaic Wealth, Inc. · Certified Financial Planner
- Heather I. HutchinsonHutchinson & Ziegler Financial Advisors, Inc. · Certified Financial Planner
- Andrei N. JigalinAlpha Wealth Management And Planning LLC · Certified Financial Planner
- Vanessa M. JilotCommonwealth Financial Network · Certified Financial Planner
- Russell W. KetronKetron Financial LLC · Certified Financial Planner
- Frank R. Lavin IIOsaic Wealth, Inc. · Certified Financial Planner
- Samuel N. OliverLPL Financial LLC · Certified Financial Planner
- Lauren A. PattersonLPL Financial LLC · Certified Financial Planner
- Richard W. RomanMML Investors Services, LLC · Certified Financial Planner
- Kyle TomikWells Fargo Clearing Services, LLC · Certified Financial Planner
- Brent C. WolfWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Eric J. ZieglerHutchinson & Ziegler Financial Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Novato
LPL Financial LLC 3Alders Financial Solutions 2Alpha Wealth Management And Planning LLC 2Hutchinson & Ziegler Financial Advisors, Inc. 2Osaic Wealth, Inc. 2Commonwealth Financial Network 1Jack Point Advisors, LLC 1Ketron Financial LLC 1MML Investors Services, LLC 1Wealth Enhancement Advisory Services, LLC 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 Novato, CA?
15 SEC-registered investment adviser representatives at firm offices in Novato, California list the CFP designation; LPL Financial LLC 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 Novato?
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.