Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Rancho Cucamonga, CA
Every SEC-registered financial advisor at a firm office in Rancho Cucamonga who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Rancho Cucamonga; the most are at Ameriprise Financial Services, LLC (2). 5 are also registered broker representatives.
CFP advisors in Rancho Cucamonga, A to Z
Every advisor in Rancho Cucamonga →- Gor G. AntashyanEdward Jones · Certified Financial Planner
- Michael T. BaileyAmeriprise Financial Services, LLC · Certified Financial Planner
- Daniel R. BakerTrinity Capital Management, LLC · Certified Financial Planner
- Andrew J. ChabotEquitable Advisors, LLC · Certified Financial Planner
- Qiong Z. JacksonAmeriprise Financial Services, LLC · Certified Financial Planner
- Nixon D. JamesShepherd Advisor · Certified Financial Planner
- Steven R. LopezStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Rancho Cucamonga
Ameriprise Financial Services, LLC 2Edward Jones 1Equitable Advisors, LLC 1Shepherd Advisor 1Strategic Advisers LLC 1Trinity 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 Rancho Cucamonga, CA?
7 SEC-registered investment adviser representatives at firm offices in Rancho Cucamonga, California list the CFP designation; Ameriprise Financial Services, 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 Rancho Cucamonga?
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.