Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in San Clemente, CA
Every SEC-registered financial advisor at a firm office in San Clemente who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in San Clemente; the most are at LPL Financial LLC (4). 9 are also registered broker representatives.
CFP advisors in San Clemente, A to Z
Every advisor in San Clemente →- Burton B. BrownTcfg Investment Advisors, LLC · Certified Financial Planner
- Clinton R. BrownTrek Financial · Certified Financial Planner, Chartered Financial Consultant
- Kelly H. ClydeIndependent Financial Group, LLC · Certified Financial Planner
- Charles B. ConnersIgnite Planners LLC · Certified Financial Planner
- Gregory H. CooleyIgnite Planners LLC · Certified Financial Planner
- Daniel J. CostiganTwo Palms Financial · Certified Financial Planner, Chartered Financial Analyst
- Robert P. EngelLPL Financial LLC · Certified Financial Planner
- Donald A. HarrellLPL Financial LLC · Certified Financial Planner
- Andrew B. LabasIgnite Planners LLC · Certified Financial Planner
- Scott J. Monroe8020 Capital Management · Certified Financial Planner, Chartered Financial Analyst
- Sonya NolanLPL Financial LLC · Certified Financial Planner
- Colin P. SmithEdward Jones · Certified Financial Planner
- Ruben L. SmithLPL Financial LLC · Certified Financial Planner
- Bradley StephensonStephenson And Company, Inc. · Certified Financial Planner
- Riley S. StephensonStephenson And Company, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Mark A. TaylorMutual Advisors, LLC · Certified Financial Planner
- Christopher R. TookerGlobal Retirement Partners LLC · Certified Financial Planner
- Michael W. VandenburgCoast Wealth Management, Inc. · Certified Financial Planner
- Christopher M. VizziIndependent Financial Group, LLC · Certified Financial Planner
- Collin C. ZinesStephenson And Company, Inc. · Certified Financial Planner
Firms with the most CFP professionals in San Clemente
LPL Financial LLC 4Ignite Planners LLC 3Stephenson And Company, Inc. 3Independent Financial Group, LLC 28020 Capital Management 1Coast Wealth Management, Inc. 1Edward Jones 1Global Retirement Partners LLC 1Mutual Advisors, LLC 1Tcfg Investment Advisors, LLC 1Trek Financial 1Two Palms Financial 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 Clemente, CA?
20 SEC-registered investment adviser representatives at firm offices in San Clemente, California list the CFP designation; LPL Financial LLC employs the most of them (4).
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 Clemente?
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.