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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Rancho Santa Fe, CA

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

The short answer

8 CFP professionals work in Rancho Santa Fe; the most are at American Money Management, LLC (3). 3 are also registered broker representatives.

CFP advisors in Rancho Santa Fe, A to Z

Every advisor in Rancho Santa Fe →
  • Marnie W. BairdAmerican Money Management, LLC · Certified Financial Planner
  • Peter S. CampbellBull Oak Capital, LLC · Certified Financial Planner
  • Rene P. De CharonAmerican Money Management, LLC · Certified Financial Planner
  • Jeanni P. HarrisonAmerican Money Management, LLC · Certified Financial Planner
  • David P. HeneseyMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
  • Trevor S. IsaacsEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
  • William B. JonesWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Colin SummersBull Oak Capital, LLC · Certified Financial Planner

Firms with the most CFP professionals in Rancho Santa Fe

American Money Management, LLC 3Bull Oak Capital, LLC 2Eagle Strategies LLC 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 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 Rancho Santa Fe, CA?

8 SEC-registered investment adviser representatives at firm offices in Rancho Santa Fe, California list the CFP designation; American Money Management, LLC employs the most of them (3).

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 Santa Fe?

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.