Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in San Jose, CA
Every SEC-registered financial advisor at a firm office in San Jose who lists the Certified Financial Planner designation, A to Z.
104 CFP professionals work in San Jose; the most are at LPL Financial LLC (8). 63 are also registered broker representatives.
CFP advisors in San Jose, A to Z
Every advisor in San Jose →- Michael J. AdiutoriAmeriprise Financial Services, LLC · Certified Financial Planner
- Yasser AhmadIndependent Financial Group, LLC · Certified Financial Planner
- Hadi Ahmadi AvalEagle Strategies LLC · Certified Financial Planner
- Haleigh R. AlbersBrightplan LLC · Certified Financial Planner
- Luis M. AmatoBrightplan LLC · Certified Financial Planner, Chartered Financial Consultant
- Bryan N. BenelliStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Scott E. CaldwellWells Fargo Clearing Services, LLC · Certified Financial Planner
- Giulio CannatelloKestra Advisory Services, LLC · Certified Financial Planner
- Karra L. CanumWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Joshua F. CarrollCerity Partners LLC · Certified Financial Planner
- Alexander J. CassidyCharles Schwab & Co., Inc. · Certified Financial Planner
- Robert S. ChoyRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Wallace C. ChuLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Kyle Y. ChuangLPL Financial LLC · Certified Financial Planner
- Jeffrey M. ClarkRedwood Money · Certified Financial Planner
- Sarah F. ClishAmeriprise Financial Services, LLC · Certified Financial Planner
- Jason P. ConnollyDiversify Advisory Services, LLC · Certified Financial Planner
- Austin CuaPotentia Wealth · Certified Financial Planner
- Katherine E. DavalosRaymond James & Associates, Inc. · Certified Financial Planner
- Matthew J. De GarmoWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Claudia E. Deras SosaCorinthian Wealth Management · Certified Financial Planner
- Paul A. DinesEdward Jones · Certified Financial Planner
- Vincent DipieroEdward Jones · Certified Financial Planner
- Jeanne Y. DuceJd Financial Fitness LLC · Certified Financial Planner
- Pamela S. FlournoyLPL Financial LLC · Certified Financial Planner
- Jeffery E. FongConcentrum Wealth Management · Certified Financial Planner
- Brenda L. FriederichAbundit Wealth · Certified Financial Planner
- Jeffrey S. FroshmanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Joan C. GonzalezBrightplan LLC · Certified Financial Planner
- Marcela G. GonzalezStrategic Advisers LLC · Certified Financial Planner
- Alice M. GuimarinMorgan Stanley · Certified Financial Planner
- Eric B. HansenOsaic Wealth, Inc. · Certified Financial Planner
- Eric R. HeckmanHeckman Financial & Insurance Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Chantal M. HerseyBrightplan LLC · Certified Financial Planner
- Richard A. HillsberyValmark Advisers, Inc. · Certified Financial Planner, Personal Financial Specialist
- Stanley K. Himeno-OkamotoDrs Financial Partners LLC · Certified Financial Planner, Chartered Financial Analyst
- Rodger B. HobbsOsaic Wealth, Inc. · Certified Financial Planner
- Andrew L. HowardBetterwealth LLC · Certified Financial Planner
- Ross IrmerStrategic Advisers LLC · Certified Financial Planner
- Gabriel N. IssaMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Danelle JenetayevaPi Wealth Plan LLC · Certified Financial Planner
- Lan JinStrategic Advisers LLC · Certified Financial Planner
- John I. KesslerAmerican Investors Company · Certified Financial Planner
- Dennis H. LaughlinEdward Jones · Certified Financial Planner
- Laura A. LeavittCetera Investment Advisers LLC · Certified Financial Planner
- Daniel S. LeeBrightplan LLC · Certified Financial Planner, Chartered Financial Analyst
- Christopher M. LewisMML Investors Services, LLC · Certified Financial Planner
- Brayden J. LittleFarther · Certified Financial Planner
- Andrew LiuWells Fargo Clearing Services, LLC · Certified Financial Planner
- Brian T. LombardoCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jesse O. LownsburyBetterwealth LLC · Certified Financial Planner
- Jodee D. LownsburyBetterwealth LLC · Certified Financial Planner
- Elaine R. ManleyMutual Advisors, LLC · Certified Financial Planner
- Parvin N. ManuchehriClarity Wealth Advisors · Certified Financial Planner
- Craig L. MartinFamily Wealth Consultants, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Patrick J. McDonnalTamarind Financial Planning · Certified Financial Planner
- Daniel P. McGovern IIIStrategic Advisers LLC · Certified Financial Planner
- Monique M. MorrisonMorgan Stanley · Certified Financial Planner
- Michael B. MulvihillOsaic Wealth, Inc. · Certified Financial Planner
- Dana J. MumfordStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Joanne D. MungallCommonwealth Financial Network · Certified Financial Planner
- Patrick E. MurrayCerity Partners LLC · Certified Financial Planner, Chartered Financial Analyst
- Daniel G. NewmanMariner · Certified Financial Planner
- Tom D. NguyenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Hannah R. NolanWerba Rubin Papier Wealth Management, LLC · Certified Financial Planner
- Narayana Murthy NyayapatiEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Shawn T. OkumuraKestra Advisory Services, LLC · Certified Financial Planner
- Fane W. OppermanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Lisa OzakiMariner · Certified Financial Planner
- Sheri H. PanLPL Financial LLC · Certified Financial Planner
- Virginia M. PanedaRps Retirement Plan Advisors · Certified Financial Planner
- Eugene ParkStrategic Advisers LLC · Certified Financial Planner
- Wayne M. PetersonThrivent Investment Management Inc. · Certified Financial Planner, Chartered Financial Consultant
- Quang T. PhanRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Lance PieperConcentrum Wealth Management · Certified Financial Planner
- Luzaida V. PietriAmeriprise Financial Services, LLC · Certified Financial Planner
- Jeremy A. PomerKestra Advisory Services, LLC · Certified Financial Planner
- Amado Q. Rivera Jr.LPL Financial LLC · Certified Financial Planner
- Adam J. RobertsPotentia Wealth · Certified Financial Planner
- Daniel J. RobinsonPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- James RohnAmeriprise Financial Services, LLC · Certified Financial Planner
- Sabrina RoshApollon Wealth Management, LLC · Certified Financial Planner
- Brent RossLPL Financial LLC · Certified Financial Planner
- Aaron M. RubinWerba Rubin Papier Wealth Management, LLC · Certified Financial Planner
- Kendal M. SchallMorgan Stanley · Certified Financial Planner
- Thomas M. SelboBeacon Pointe Advisors, LLC · Certified Financial Planner
- Samineh N. ShaeghiLPL Financial LLC · Certified Financial Planner
- Nicholas S. SimonianConcentrum Wealth Management · Certified Financial Planner
- Winfield S. StaufferBetterwealth LLC · Certified Financial Planner
- Eric P. StrykerAmeriprise Financial Services, LLC · Certified Financial Planner
- Kevin C. SwansonPotentia Wealth · Certified Financial Planner
- Kenneth R. SymonsKrs Tax & Investments Inc. · Certified Financial Planner
- Christopher J. ThomasAlign Wealth Management, LLC · Certified Financial Planner
- Christian S. TiceLPL Financial LLC · Certified Financial Planner
- Eleonora J. TomaselloCorinthian Wealth Management · Certified Financial Planner
- Duong T. TranAmerican Century Investments Private Client Group, Inc. · Certified Financial Planner
- Michael J. VuksonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Alan B. WerbaWerba Rubin Papier Wealth Management, LLC · Certified Financial Planner
- Casey A. WinninghamCetera Investment Advisers LLC · Certified Financial Planner
- Stephen J. WoodwardWells Fargo Clearing Services, LLC · Certified Financial Planner
- Glenn D. YoungConcentrum Wealth Management · Certified Financial Planner
- Michael ZaplitnyFireside Financial Planning, Inc. · Certified Financial Planner
- Dustan A. ZavatskyCerity Partners LLC · Certified Financial Planner
- Bin ZhaiCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in San Jose
LPL Financial LLC 8Wells Fargo Clearing Services, LLC 7Ameriprise Financial Services, LLC 5Brightplan LLC 5Strategic Advisers LLC 5Betterwealth LLC 4Concentrum Wealth Management 4Edward Jones 4Cerity Partners LLC 3Cetera Investment Advisers LLC 3Kestra Advisory Services, LLC 3Morgan Stanley 3Osaic Wealth, Inc. 3Potentia Wealth 3Werba Rubin Papier Wealth Management, LLC 3
CFP advisors in other California cities
All of California →San Diego 645San Francisco 422Los Angeles 359Newport Beach 242Irvine 224Walnut Creek 190Torrance 149Pasadena 108Westlake 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 Jose, CA?
104 SEC-registered investment adviser representatives at firm offices in San Jose, California list the CFP designation; LPL Financial LLC employs the most of them (8).
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 Jose?
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.