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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Orinda, CA

Every SEC-registered financial advisor at a firm office in Orinda who lists the Certified Financial Planner designation, A to Z.

7 CFP professionals work in Orinda; the most are at Wells Fargo Advisors Financial Network, LLC (2). 4 are also registered broker representatives.

CFP advisors in Orinda, A to Z

Every advisor in Orinda →
  • Dean K. AkazawaWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
  • Alexander I. BinnieAmeriprise Financial Services, LLC · Certified Financial Planner
  • David G. BornPrivate Financial Management LLC · Certified Financial Planner, Chartered Financial Analyst
  • James B. BoucherWilson & Boucher Capital Management, LLC · Certified Financial Planner
  • Matthew S. EckmanHightower Advisors, LLC · Certified Financial Planner
  • Justin T. PribilovicsWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
  • Rockne S. SchatzOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Orinda

Wells Fargo Advisors Financial Network, LLC 2Ameriprise Financial Services, LLC 1Hightower Advisors, LLC 1Osaic Wealth, Inc. 1Private Financial Management LLC 1Wilson & Boucher Capital Management, 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 Orinda, CA?

7 SEC-registered investment adviser representatives at firm offices in Orinda, California list the CFP designation; Wells Fargo Advisors Financial Network, LLC employs the most of them (2).

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 Orinda?

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.