Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Roseville, CA
Every SEC-registered financial advisor at a firm office in Roseville who lists the Certified Financial Planner designation, A to Z.
The short answer
93 CFP professionals work in Roseville; the most are at Ameriprise Financial Services, LLC (7). 72 are also registered broker representatives.
CFP advisors in Roseville, A to Z
Every advisor in Roseville →- Daniel S. AhmadFiduciary Solutions LLC · Certified Financial Planner
- Reid L. AllenOsaic Wealth, Inc. · Certified Financial Planner
- Deron R. AllredOsaic Wealth, Inc. · Certified Financial Planner
- David L. AtonAmeriprise Financial Services, LLC · Certified Financial Planner
- Jeffrey L. AuwingerMorgan Stanley · Certified Financial Planner
- Craig H. BarkerRaymond James & Associates, Inc. · Certified Financial Planner
- Steve T. BarrilleauxLPL Financial LLC · Certified Financial Planner
- Jonathan N. BeneckeAmeriprise Financial Services, LLC · Certified Financial Planner
- Adam S. BenedictCharles Schwab & Co., Inc. · Certified Financial Planner
- James M. BizzackAmeriprise Financial Services, LLC · Certified Financial Planner
- Douglas D. BoringCwm, LLC · Certified Financial Planner
- James A. BrazielBraziel & Associates, LLC · Certified Financial Planner
- Daniel J. CairnsD.A. Davidson & Co. · Certified Financial Planner
- Caleb CanfieldStrategic Advisers LLC · Certified Financial Planner
- Christopher B. CarolanDimensions Wealth Management, LLC · Certified Financial Planner
- Thomas L. ChandlerAmeriprise Financial Services, LLC · Certified Financial Planner
- Kevin A. ChangCaptrust · Certified Financial Planner
- Terry K. ChiuBluespring Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Ron A. DaleOsaic Wealth, Inc. · Certified Financial Planner
- Izak J. EngelbrechtWells Fargo Clearing Services, LLC · Certified Financial Planner
- Anita J. Fong-ChaoCommonwealth Financial Network · Certified Financial Planner
- Aaron C. FryStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Analyst
- Robert C. FryeCwm, LLC · Certified Financial Planner
- Frank Geremia IIIWells Fargo Clearing Services, LLC · Certified Financial Planner
- Colin S. GrahlNorthrock Partners, LLC · Certified Financial Planner
- Tracy L. GunterEdelman Financial Engines · Certified Financial Planner
- Matthew A. HagansWells Fargo Clearing Services, LLC · Certified Financial Planner
- Rhonda HamilNorthrock Partners, LLC · Certified Financial Planner
- Mark S. HansenHansen & Associates Financial Group Inc. · Certified Financial Planner, Chartered Financial Consultant
- Charles H. HarrisonThe Ameriflex Group · Certified Financial Planner
- Julie A. HassnaStifel, Nicolaus & Company, Incorporated · Certified Financial Planner, Chartered Financial Consultant
- Barbara M. HealyAllworth Financial, L.P. · Certified Financial Planner
- David L. HedgerLiberty Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Steve H. HengRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Andrea R. HilderbrandSt. Clair Financial · Certified Financial Planner
- David T. HilleslandCharles Schwab & Co., Inc. · Certified Financial Planner
- Frank L. HollowayLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Mitchell HowardEdward Jones · Certified Financial Planner
- Christopher S. HurstStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Erika S. JimenezUBS Financial Services Inc. · Certified Financial Planner
- Jack I. JohnsonSierra Financial Planning & Asset Management · Certified Financial Planner
- Jennifer K. KachmarSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Stephanie J. KernsNorthrock Partners, LLC · Certified Financial Planner
- Daniel KirkEdward Jones · Certified Financial Planner
- Gary KneiflEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- John M. LandbergRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Toan T. LeOsaic Wealth, Inc. · Certified Financial Planner
- Stanley C. LeongAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Richard S. LevinStrategic Advisers LLC · Certified Financial Planner
- Rashida LilaniOsaic Wealth, Inc. · Certified Financial Planner
- Samuel Z. LindemannEdelman Financial Engines · Certified Financial Planner
- Terry L. LinebergerD.A. Davidson & Co. · Certified Financial Planner
- Hunter R. LowryCetera Investment Advisers LLC · Certified Financial Planner
- Bryan LudwigAmeriprise Financial Services, LLC · Certified Financial Planner
- Dianne LynchAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael W. McCreary Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kaitlin McMullanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mikus MergupsAdvent Capital LLC · Certified Financial Planner
- Emin NabiyevTriflame Capital · Certified Financial Planner, Chartered Financial Consultant
- Matthew T. NadeauKingswood Wealth Advisors, LLC · Certified Financial Planner
- Matthew C. NatoliCommonwealth Financial Network · Certified Financial Planner
- Brian D. NeunzigMorgan Stanley · Certified Financial Planner
- Cameron OttEdelman Financial Engines · Certified Financial Planner
- Angela R. ParkerNorthrock Partners, LLC · Certified Financial Planner
- Steven B. PinedoPinedo Financial Services · Certified Financial Planner
- Marcel PlomteauxCaptrust · Certified Financial Planner
- Neil W. PortusOlivehurst Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
- Mark C. QuennevilleValic Financial Advisors, Inc. · Certified Financial Planner
- Joshua E. ReiderCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jonathon A. RothPrincipal Securities, Inc. · Certified Financial Planner
- Andrew J. SchoenikeWells Fargo Clearing Services, LLC · Certified Financial Planner
- Allison E. ScogginAllworth Financial, L.P. · Certified Financial Planner
- Richard L. Shaum IIIStrategic Advisers LLC · Certified Financial Planner
- Mark K. SistoSisto Investment Advisory, LLC · Certified Financial Planner
- Cody C. SloanEdward Jones · Certified Financial Planner
- Heather L. SmartNorthrock Partners, LLC · Certified Financial Planner
- Donald L. St. Clair Jr.St. Clair Financial · Certified Financial Planner
- David E. StoneOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Bradley S. SullivanMutual Advisors, LLC · Certified Financial Planner
- Joshua P. SummerhaysLPL Financial LLC · Certified Financial Planner
- Scott C. ThomasCaptrust · Certified Financial Planner
- Russell P. TrummCentaurus Financial, Inc. · Certified Financial Planner
- Erik TruxalCetera Investment Advisers LLC · Certified Financial Planner
- John G. VannemanHub Investment Partners, LLC · Certified Financial Planner
- Gary S. WallerHilltop Securities Inc. · Certified Financial Planner
- Patricia A. WaspValic Financial Advisors, Inc. · Certified Financial Planner
- Rodney C. WaterburyCaptrust · Certified Financial Planner
- John J. WattsMML Investors Services, LLC · Certified Financial Planner
- Terry D. WheelerWe Alliance Wealth Advisors, Inc. · Certified Financial Planner
- Brian WinnenJ.P. Morgan Securities LLC · Certified Financial Planner
- Jerod A. WurmCwm, LLC · Certified Financial Planner
- James M. YanceyEquitable Advisors, LLC · Certified Financial Planner
- Gregory L. ZaneStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Roseville
Ameriprise Financial Services, LLC 7Osaic Wealth, Inc. 6Northrock Partners, LLC 5Strategic Advisers LLC 5Wells Fargo Clearing Services, LLC 5Captrust 4Edward Jones 4Cwm, LLC 3Edelman Financial Engines 3LPL Financial LLC 3Allworth Financial, L.P. 2Cetera Investment Advisers LLC 2Charles Schwab & Co., Inc. 2Commonwealth Financial Network 2D.A. Davidson & Co. 2
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 94Folsom 83Carlsbad 82Sacramento 74Santa Monica 74La Jolla 67San Rafael 67Fresno 58Long Beach 54San Ramon 51Santa Rosa 49El Segundo 41San Mateo 40Menlo Park 39
Questions
How many CFP financial advisors are in Roseville, CA?
93 SEC-registered investment adviser representatives at firm offices in Roseville, California list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (7).
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 Roseville?
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.