Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Rocklin, CA
Every SEC-registered financial advisor at a firm office in Rocklin who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Rocklin; the most are at Cetera Investment Advisers LLC (1). 6 are also registered broker representatives.
CFP advisors in Rocklin, A to Z
Every advisor in Rocklin →- Ronie DroriModern Capital Advisors, LLC · Certified Financial Planner
- Karthikeyan EthirajanFincrafters Advisory LLC · Certified Financial Planner
- Alfred L. HymansOsaic Wealth, Inc. · Certified Financial Planner
- Damian LimaEdward Jones · Certified Financial Planner
- Daniel McCurdyMcCurdy Financial Solutions · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Kimberly B. OgdenCetera Investment Advisers LLC · Certified Financial Planner
- Anthony R. OwingsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Antonio G. ScalettiCreative Planning · Certified Financial Planner
- Jeffrey W. SinclairPerennial Financial Services · Certified Financial Planner
- Ivan J. TidwellTidwell Wealth Management LLC · Certified Financial Planner
- Elias YoungFiduciary Financial Advisors · Certified Financial Planner
Firms with the most CFP professionals in Rocklin
Cetera Investment Advisers LLC 1Creative Planning 1Edward Jones 1Fiduciary Financial Advisors 1Fincrafters Advisory LLC 1McCurdy Financial Solutions 1Modern Capital Advisors, LLC 1Osaic Wealth, Inc. 1Perennial Financial Services 1Raymond James Financial Services Advisors, Inc. 1Tidwell Wealth 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 Rocklin, CA?
11 SEC-registered investment adviser representatives at firm offices in Rocklin, California list the CFP designation; Cetera Investment Advisers 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 Rocklin?
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.