Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Redwood City, CA
Every SEC-registered financial advisor at a firm office in Redwood City who lists the Certified Financial Planner designation, A to Z.
The short answer
26 CFP professionals work in Redwood City; the most are at Cerity Partners LLC (3). 9 are also registered broker representatives.
CFP advisors in Redwood City, A to Z
Every advisor in Redwood City →- Carol W. AckerNancy K Weeks Associates, LLC · Certified Financial Planner
- Miles B. AmodeoCerity Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Peter N. BanneMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jane BeuleGriffin Black, LLC · Certified Financial Planner
- Renata K. CaricoCarico Private Wealth Management · Certified Financial Planner
- Timothy A. ColeOnedigital · Certified Financial Planner
- Erik S. DavisNavigation Group LLC · Certified Financial Planner
- Ben B. EshaghiOsaic Wealth, Inc. · Certified Financial Planner
- Karen R. GoodfriendWealthvalues, LLC · Certified Financial Planner, Personal Financial Specialist
- Mary E. HamblyEdward Jones · Certified Financial Planner
- Albert HwangCerity Partners LLC · Certified Financial Planner
- Stefan JelevStrategic Advisers LLC · Certified Financial Planner
- Nathan Y. JiaStrategic Advisers LLC · Certified Financial Planner
- Tyler McSweenEp Wealth Advisors · Certified Financial Planner
- Zachary A. NelsonWellth Advisory Services, LLC · Certified Financial Planner
- Julie C. O'RourkeEp Wealth Advisors · Certified Financial Planner
- Terrence F. PalazzoloGriffin Black, LLC · Certified Financial Planner
- Soumyalakshmi ParasuramanGriffin Black, LLC · Certified Financial Planner
- Benjamin T. PettigrewRedwood Park Advisors · Certified Financial Planner
- William D. PitneyFocusyou · Certified Financial Planner
- Richard M. RodriguezStratos Wealth Partners, Ltd. · Certified Financial Planner
- Michelle E. SotoCerity Partners Retirement Plan Consultants · Certified Financial Planner
- Barbara L. SteinmetzSteinmetz Financial Planning · Certified Financial Planner
- Melody J. SuehiroCerity Partners LLC · Certified Financial Planner
- Qiumei SunAmeriprise Financial Services, LLC · Certified Financial Planner
- Joseph P. YapaolaAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Redwood City
Cerity Partners LLC 3Griffin Black, LLC 3Ameriprise Financial Services, LLC 2Ep Wealth Advisors 2Strategic Advisers LLC 2Carico Private Wealth Management 1Cerity Partners Retirement Plan Consultants 1Edward Jones 1Focusyou 1MML Investors Services, LLC 1Nancy K Weeks Associates, LLC 1Navigation Group LLC 1Onedigital 1Osaic Wealth, Inc. 1Redwood Park Advisors 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 Redwood City, CA?
26 SEC-registered investment adviser representatives at firm offices in Redwood City, California list the CFP designation; Cerity Partners 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 Redwood City?
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.