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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Palm Desert, CA

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

32 CFP professionals work in Palm Desert; the most are at Cypress Wealth Services, LLC (4). 17 are also registered broker representatives.

CFP advisors in Palm Desert, A to Z

Every advisor in Palm Desert →

Firms with the most CFP professionals in Palm Desert

Cypress Wealth Services, LLC 4Ameriprise Financial Services, LLC 2Beacon Pointe Advisors, LLC 2D.A. Davidson & Co. 2Desert Wealth Management LLC 2Flc Capital Advisors 2Hoainvest LLC 2Keystone Private Wealth 2Raymond James & Associates, Inc. 2United Capital Financial Advisors 2Cetera Investment Advisers LLC 1Desert Financial Planning 1Eckel Financial Advisors 1Hardworking Capital Advisors, LLC 1LPL Financial 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 Palm Desert, CA?

32 SEC-registered investment adviser representatives at firm offices in Palm Desert, California list the CFP designation; Cypress Wealth Services, LLC employs the most of them (4).

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 Palm Desert?

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.