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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in San Diego, CA

Every SEC-registered financial advisor at a firm office in San Diego who lists the Certified Financial Planner designation, A to Z.

The short answer

645 CFP professionals work in San Diego; the most are at LPL Financial LLC (113). 345 are also registered broker representatives.

CFP advisors in San Diego, A to Z (first 500 of 645)

Every advisor in San Diego →

Firms with the most CFP professionals in San Diego

LPL Financial LLC 113Pure Financial Advisors, LLC 45Corient 24Wells Fargo Clearing Services, LLC 21Cetera Investment Advisers LLC 20Independent Financial Group, LLC 19Sovran Advisors, LLC 15Osaic Wealth, Inc. 13Strategic Advisers LLC 13Focus Partners Wealth, LLC 10Schwab Wealth Advisory, Inc. 10Commonwealth Financial Network 9Park Avenue Securities LLC 9Edward Jones 8Morgan Stanley 8

CFP advisors in other California cities

All of California →

San 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 40Menlo Park 39

Questions

How many CFP financial advisors are in San Diego, CA?

645 SEC-registered investment adviser representatives at firm offices in San Diego, California list the CFP designation; LPL Financial LLC employs the most of them (113).

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 Diego?

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.