Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in San Carlos, CA
Every SEC-registered financial advisor at a firm office in San Carlos who lists the Certified Financial Planner designation, A to Z.
The short answer
11 CFP professionals work in San Carlos; the most are at Abacus Wealth Partners (2). 4 are also registered broker representatives.
CFP advisors in San Carlos, A to Z
Every advisor in San Carlos →- Travis BenjaminEdward Jones · Certified Financial Planner
- Amy R. BlodgettAmeritas Advisory Services, LLC · Certified Financial Planner
- Mallory N. DavisMa Private Wealth, LLC · Certified Financial Planner
- Hallie E. KrausAbacus Wealth Partners · Certified Financial Planner
- Thomas H. LoVested Financial Planning, LLC · Certified Financial Planner
- Ebi C. MathewBrickley Wealth Management · Certified Financial Planner
- Richa RastogiStrategic Advisers LLC · Certified Financial Planner
- Matthew J. RiveraAbacus Wealth Partners · Certified Financial Planner, Chartered Financial Analyst
- Harlan J. ShulevitzCreative Planning · Certified Financial Planner, Chartered Financial Analyst
- Nadine A. ThibaultReleve Financial Group · Certified Financial Planner
- Brian C. WongPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in San Carlos
Abacus Wealth Partners 2Ameritas Advisory Services, LLC 1Brickley Wealth Management 1Creative Planning 1Edward Jones 1Ma Private Wealth, LLC 1Private Advisor Group, LLC 1Releve Financial Group 1Strategic Advisers LLC 1Vested Financial Planning, 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 San Carlos, CA?
11 SEC-registered investment adviser representatives at firm offices in San Carlos, California list the CFP designation; Abacus Wealth Partners employs the most of them (2).
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 San Carlos?
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.