Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Sacramento, CA
Every SEC-registered financial advisor at a firm office in Sacramento who lists the Certified Financial Planner designation, A to Z.
74 CFP professionals work in Sacramento; the most are at Captrust (12). 41 are also registered broker representatives.
CFP advisors in Sacramento, A to Z
Every advisor in Sacramento →- Jeffrey S. AdamsAdams Ashby Financial Advisors · Certified Financial Planner
- Ryan J. AllenRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Travis AllenWealth Strategies Group · Certified Financial Planner
- Dominick R. AntonTwin Rivers Wealth Management · Certified Financial Planner
- Peter J. AshbyCaptrust · Certified Financial Planner
- Marc C. BacsafraTwin Rivers Wealth Management · Certified Financial Planner
- Michael D. BarilStrategic Advisers LLC · Certified Financial Planner
- Joshuaalexander S. BingtanCaptrust · Certified Financial Planner
- Brian A. BoydBoyd Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher J. BozzutoMutual Of Omaha Investor Services, Inc. · Certified Financial Planner
- Kelly T. BrothersCaptrust · Certified Financial Planner
- Alexander G. BrownCaptrust · Certified Financial Planner
- Bryan BuchertKera Capital Partners · Certified Financial Planner
- Lon E. BurfordCaptrust · Certified Financial Planner
- Steven W. BurgeBurge Financial · Certified Financial Planner
- Gwendolyn D. ChathamPark Avenue Securities LLC · Certified Financial Planner
- Francis M. CockrellOsaic Wealth, Inc. · Certified Financial Planner
- Jonathan L. DeeringerDeeringer Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- James E. DillonIndependent Financial Group, LLC · Certified Financial Planner
- Colby DotsonBoyd Wealth Management, LLC · Certified Financial Planner
- Todd P. ElizaldeCharles Schwab & Co., Inc. · Certified Financial Planner
- Paige D. FarrellEndeavor Financial Planning · Certified Financial Planner
- William B. GabriCaptrust · Certified Financial Planner
- Michael T. GenoveseCaptrust · Certified Financial Planner
- Jordan GillmingStrategic Advisers LLC · Certified Financial Planner
- Norielle R. GottschalkAmeriprise Financial Services, LLC · Certified Financial Planner
- John K. GradyAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Consultant
- Gurvir S. GrewalAllworth Financial, L.P. · Certified Financial Planner
- Randy M. HerrAmeriprise Financial Services, LLC · Certified Financial Planner
- Dusty HoetgerAvisen Advisors, LLC · Certified Financial Planner
- Jenny M. HoodCaptrust · Certified Financial Planner
- Mark G. HuffmanCaptrust · Certified Financial Planner
- Joshua E. HurdSightline Wealth · Certified Financial Planner
- Michael T. JeterOsaic Wealth, Inc. · Certified Financial Planner
- Timothy D. JohnsonMwa Financial Services Inc. · Certified Financial Planner
- Matthew P. JudeRebalance LLC · Certified Financial Planner
- Tyler J. KenistonCharles Schwab & Co., Inc. · Certified Financial Planner
- Adam F. KintAllworth Financial, L.P. · Certified Financial Planner
- Levi G. LarsenMutual Advisors, LLC · Certified Financial Planner
- John H. Lockwood Jr.Captrust · Certified Financial Planner
- Anthony M. MathesonSlalom Wealth Management, LLC · Certified Financial Planner
- Myles M. MaxeyOsaic Wealth, Inc. · Certified Financial Planner
- Kathryn C. McCallCaptrust · Certified Financial Planner
- Dillon MilesIntegrated Advisors Wealth Management LLC · Certified Financial Planner
- Samantha MockfordCitrine Capital · Certified Financial Planner
- Peter S. MoultonTwin Rivers Wealth Management · Certified Financial Planner
- Timothy W. MurphreyLPL Financial LLC · Certified Financial Planner
- John NordstromCharles Schwab & Co., Inc. · Certified Financial Planner
- Laura H. PajakThe Ameriflex Group · Certified Financial Planner
- Natallia N. Parsons-HrebnevaStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Analyst
- Rani H. PettisWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kayla C. PhillipsPurposeful Strategic Partners · Certified Financial Planner
- Steven M. PitchfordTowerpoint Wealth, LLC · Certified Financial Planner
- Daryl H. PowellCharles Schwab & Co., Inc. · Certified Financial Planner
- Barbara L. ReeseLPL Financial LLC · Certified Financial Planner
- Devon K. RobbAmeriprise Financial Services, LLC · Certified Financial Planner
- Gloria P. RodriguezGolden Wealth Capital, LLC · Certified Financial Planner
- Daniel D. RossIntegrated Advisors Wealth Management LLC · Certified Financial Planner, Personal Financial Specialist
- Lauren M. RowanCaptrust · Certified Financial Planner
- Raquel Salas BramascoFirst Command Advisory Services · Certified Financial Planner
- Americo J. Salvetti IIIThe Salvetti Group · Certified Financial Planner
- Nicholas D. SalvettiThe Salvetti Group · Certified Financial Planner
- Katherine T. SchraederAllworth Financial, L.P. · Certified Financial Planner
- Brent W. ScottStrategic Advisers LLC · Certified Financial Planner
- John V. SignorottiOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Hardeep SinghPk Wealth Advisors · Certified Financial Planner
- Susan K. SoesbeSoesbe Financial · Certified Financial Planner
- Heather StoryLPL Financial LLC · Certified Financial Planner
- Daniel A. TomanMariner · Certified Financial Planner
- Ryan K. TriplettBoyd Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Aaron G. TurnerAaron Geoffrey Turner · Certified Financial Planner
- Joseph B. WaltersRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Anthony P. WrightTwin Rivers Wealth Management · Certified Financial Planner
- Sulaiman ZamanudinWells Fargo Clearing Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Sacramento
Captrust 12Allworth Financial, L.P. 4Charles Schwab & Co., Inc. 4Osaic Wealth, Inc. 4Strategic Advisers LLC 4Twin Rivers Wealth Management 4Ameriprise Financial Services, LLC 3Boyd Wealth Management, LLC 3LPL Financial LLC 3Integrated Advisors Wealth Management LLC 2The Salvetti Group 2Wells Fargo Clearing Services, LLC 2Aaron Geoffrey Turner 1Adams Ashby Financial Advisors 1Avisen Advisors, 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 82Santa 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 Sacramento, CA?
74 SEC-registered investment adviser representatives at firm offices in Sacramento, California list the CFP designation; Captrust employs the most of them (12).
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 Sacramento?
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.