Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Poway, CA
Every SEC-registered financial advisor at a firm office in Poway who lists the Certified Financial Planner designation, A to Z.
13 CFP professionals work in Poway; the most are at Blue Sky Capital Consultants Group, Inc. (7). 6 are also registered broker representatives.
CFP advisors in Poway, A to Z
Every advisor in Poway →- Michael N. BernierLPL Financial LLC · Certified Financial Planner
- Troy B. DaumWealth Analytics Partners, LLC · Certified Financial Planner
- Thomas J. GarciaAllstate Financial Advisors, LLC · Certified Financial Planner
- Tyler W. GogliaBlue Sky Capital Consultants Group, Inc. · Certified Financial Planner
- Matthew R. GoldbergBlue Sky Capital Consultants Group, Inc. · Certified Financial Planner
- Matthew M. HansenMorgan Stanley · Certified Financial Planner
- Leilani HarwoodBlue Sky Capital Consultants Group, Inc. · Certified Financial Planner
- Michelle P. LinBlue Sky Capital Consultants Group, Inc. · Certified Financial Planner
- Glenda K. MoehlenpahFinancial Bridges · Certified Financial Planner
- Sean S. MuthWells Fargo Clearing Services, LLC · Certified Financial Planner
- Scott R. NabbBlue Sky Capital Consultants Group, Inc. · Certified Financial Planner
- Larry J. StecklerBlue Sky Capital Consultants Group, Inc. · Certified Financial Planner
- Alondra Zepeda OchoaBlue Sky Capital Consultants Group, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Poway
Blue Sky Capital Consultants Group, Inc. 7Allstate Financial Advisors, LLC 1Financial Bridges 1LPL Financial LLC 1Morgan Stanley 1Wealth Analytics Partners, LLC 1Wells Fargo Clearing Services, 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 Poway, CA?
13 SEC-registered investment adviser representatives at firm offices in Poway, California list the CFP designation; Blue Sky Capital Consultants Group, Inc. employs the most of them (7).
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 Poway?
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.