Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Oakland, CA
Every SEC-registered financial advisor at a firm office in Oakland who lists the Certified Financial Planner designation, A to Z.
37 CFP professionals work in Oakland; the most are at Charles Schwab & Co., Inc. (3). 12 are also registered broker representatives.
CFP advisors in Oakland, A to Z
Every advisor in Oakland →- Cassandra S. AndersonValic Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Christian C. BatchelderChristian Curry Batchelder, Cfp · Certified Financial Planner
- John A. BellamyWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael J. CastroContango Wealth Management LLC · Certified Financial Planner
- Rosario ChaconWealth-Source Financial · Certified Financial Planner
- Jack J. ChangTaibay Wealth Management LLC · Certified Financial Planner
- Catherine CurtisCurtis Financial Planning · Certified Financial Planner
- Crystal L. DykstraCharles Schwab & Co., Inc. · Certified Financial Planner
- James A. FrazinCommunitas Financial Planning Pbc · Certified Financial Planner
- Larry P. GinsburgWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Andy S. HawkeyOsaic Wealth, Inc. · Certified Financial Planner
- Margaret C. HillerMorgan Stanley · Certified Financial Planner
- Tommy HuynhMorgan Stanley · Certified Financial Planner
- Alvaro Illan FernandezTrigofi · Certified Financial Planner
- Patricia L. JennerjohnFocused Finances, LLC · Certified Financial Planner
- Barbara JolliffeOsaic Wealth, Inc. · Certified Financial Planner
- Nicholas L. LevinsonApella Wealth · Certified Financial Planner
- Donovan J. MaloneGreenbook Financial · Certified Financial Planner
- Timothy G. MansellPfg Advisors · Certified Financial Planner
- Adam J. McNultyLiberty Wealth Management, LLC · Certified Financial Planner
- Michael J. MorrisseyVanguard Personalized Indexing Management · Certified Financial Planner
- Stephen W. NykampFisher Investments · Certified Financial Planner
- Frank E. Pare Jr.Pf Wealth Management Group, LLC · Certified Financial Planner
- Annie R. ReeseCharles Schwab & Co., Inc. · Certified Financial Planner
- Anthony SmithSecure Investment Management, LLC · Certified Financial Planner
- John StrattonWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Lindsey D. SwansonWe Financial Group · Certified Financial Planner
- Elizabeth E. TaylorElla Financial Advising · Certified Financial Planner
- Glenn A. TomPersonal Best Financial LLC · Certified Financial Planner
- Long N. TranCreative Planning · Certified Financial Planner
- Cheryl L. VeselyBalance Financial Planning, LLC · Certified Financial Planner
- Mark L. WalshWalsh Financial Consulting · Certified Financial Planner
- William O. WrightInfinity Financial Services Advisory · Certified Financial Planner
- Ying Juan XieMorgan Stanley · Certified Financial Planner
- Jane K. YooJane Financial, LLC · Certified Financial Planner
- Christina K. YorkCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- Yusi ZhangInfinity Financial Services Advisory · Certified Financial Planner
Firms with the most CFP professionals in Oakland
Charles Schwab & Co., Inc. 3Morgan Stanley 3Wealth Enhancement Advisory Services, LLC 3Infinity Financial Services Advisory 2Osaic Wealth, Inc. 2Apella Wealth 1Balance Financial Planning, LLC 1Christian Curry Batchelder, Cfp 1Communitas Financial Planning Pbc 1Contango Wealth Management LLC 1Creative Planning 1Curtis Financial Planning 1Ella Financial Advising 1Fisher Investments 1Focused Finances, 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 Oakland, CA?
37 SEC-registered investment adviser representatives at firm offices in Oakland, California list the CFP designation; Charles Schwab & Co., 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 Oakland?
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.