Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Orange, CA
Every SEC-registered financial advisor at a firm office in Orange who lists the Certified Financial Planner designation, A to Z.
32 CFP professionals work in Orange; the most are at Secura Financial (5). 27 are also registered broker representatives.
CFP advisors in Orange, A to Z
Every advisor in Orange →- Craig J. AttanasioCetera Investment Advisers LLC · Certified Financial Planner
- Casey S. BartelsGuardian Financial Partners, LLC · Certified Financial Planner
- Harry M. BarthSecura Financial · Certified Financial Planner, Chartered Financial Consultant
- Noah S. BoatrightNwf Advisory Services Inc. · Certified Financial Planner
- William D. ByrdB.B. Graham & Company, Inc. · Certified Financial Planner
- Douglas B. CallenB.B. Graham & Company, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Daryl A. ColeOsaic Wealth, Inc. · Certified Financial Planner
- Judy L. CopenbargerMoney Truth Strategic Planning · Certified Financial Planner
- Gaston G. EscuderoCetera Investment Advisers LLC · Certified Financial Planner
- J. Paul EscuderoCetera Investment Advisers LLC · Certified Financial Planner
- Daniela FrickeRaymond James & Associates, Inc. · Certified Financial Planner
- Jacob T. GormanK2 Financial Inc. · Certified Financial Planner
- Charles R. Gustafson Jr.Edward Jones · Certified Financial Planner
- Casey L. HatcherSecura Financial · Certified Financial Planner
- Richard W. JackmanSecura Financial · Certified Financial Planner
- Garrett G. JonesCrossroads Planning · Certified Financial Planner
- Desiree M. LasiewskiKovack Advisors, Inc. · Certified Financial Planner
- Laura H. LawtherEmpower Advisory Group, LLC · Certified Financial Planner
- Donna D. LeaNwf Advisory Services Inc. · Certified Financial Planner
- Michael McQuilkinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Steven W. MedlandTabr Capital Management, LLC · Certified Financial Planner
- Hung P. NguyenGuardian Financial Partners, LLC · Certified Financial Planner
- Justin PearceSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Michelle W. ProctorLPL Financial LLC · Certified Financial Planner
- Jon M. SchrankOsaic Wealth, Inc. · Certified Financial Planner
- Richard B. SchultzPacific Investment Research · Certified Financial Planner
- Paul A. SeigKovack Advisors, Inc. · Certified Financial Planner
- Marianela A. SilvaLPL Financial LLC · Certified Financial Planner
- Jason D. StoneSecura Financial · Certified Financial Planner
- Kraig N. StromSecura Financial · Certified Financial Planner, Chartered Financial Consultant
- Bonnie S. WuszBw & Associates, Inc. · Certified Financial Planner
- Hongjian ZengLPL Enterprise, LLC · Certified Financial Planner
Firms with the most CFP professionals in Orange
Secura Financial 5Cetera Investment Advisers LLC 3Nwf Advisory Services Inc. 3B.B. Graham & Company, Inc. 2Guardian Financial Partners, LLC 2Kovack Advisors, Inc. 2LPL Financial LLC 2Orange Capital Management, Inc. 2Osaic Wealth, Inc. 2Bw & Associates, Inc. 1Crossroads Planning 1Edward Jones 1Empower Advisory Group, LLC 1K2 Financial Inc. 1LPL Enterprise, 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 Orange, CA?
32 SEC-registered investment adviser representatives at firm offices in Orange, California list the CFP designation; Secura Financial employs the most of them (5).
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 Orange?
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.