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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Palo Alto, CA

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

The short answer

33 CFP professionals work in Palo Alto; the most are at Sand Hill Global Advisors, LLC (5). 17 are also registered broker representatives.

CFP advisors in Palo Alto, A to Z

Every advisor in Palo Alto →

Firms with the most CFP professionals in Palo Alto

Sand Hill Global Advisors, LLC 5Wells Fargo Clearing Services, LLC 4Focus Partners Wealth, LLC 3Morgan Stanley 3Strategic Advisers LLC 3Wealthfront Advisers LLC 3J.P. Morgan Securities LLC 2Rebalance LLC 2Red Crane Wealth Management, LLC 2Ameritas Advisory Services, LLC 1Ententvest Inc. 1Frank, Rimerman Advisors LLC 1Maya Advisors, Inc. 1Mayfield Advisors, Inc. 1Osaic Wealth, Inc. 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 Palo Alto, CA?

33 SEC-registered investment adviser representatives at firm offices in Palo Alto, California list the CFP designation; Sand Hill Global Advisors, LLC 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 Palo Alto?

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.