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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Rancho Mirage, CA

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

7 CFP professionals work in Rancho Mirage; the most are at Affiance Financial LLC (1). 2 are also registered broker representatives.

CFP advisors in Rancho Mirage, A to Z

Every advisor in Rancho Mirage →
  • Ronald A. BernsteinPrism Planning Partners · Certified Financial Planner, Personal Financial Specialist
  • Christian I. ChoiRelion Assets Management, LLC · Certified Financial Planner
  • Dana L. CrosbyBelpointe Asset Management LLC · Certified Financial Planner, Chartered Financial Analyst
  • Andrew B. FishmanAffiance Financial LLC · Certified Financial Planner
  • Maria S. KinerThe Wealth Consulting Group · Certified Financial Planner
  • Robert A. PianoStoke Capital · Certified Financial Planner, Chartered Financial Analyst
  • Howard J. RubinCetera Investment Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Rancho Mirage

Affiance Financial LLC 1Belpointe Asset Management LLC 1Cetera Investment Advisers LLC 1Prism Planning Partners 1Relion Assets Management, LLC 1Stoke Capital 1The Wealth Consulting Group 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 Mirage, CA?

7 SEC-registered investment adviser representatives at firm offices in Rancho Mirage, California list the CFP designation; Affiance Financial LLC employs the most of them (1).

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 Mirage?

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.