Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in San Luis Obispo, CA
Every SEC-registered financial advisor at a firm office in San Luis Obispo who lists the Certified Financial Planner designation, A to Z.
The short answer
34 CFP professionals work in San Luis Obispo; the most are at LPL Financial LLC (4). 12 are also registered broker representatives.
CFP advisors in San Luis Obispo, A to Z
Every advisor in San Luis Obispo →- Joel D. AskewSan Luis Wealth Advisors · Certified Financial Planner
- Rasheem L. BanksSan Luis Wealth Advisors · Certified Financial Planner
- Sam N. BlakesleeBlakeslee & Blakeslee Financial Advisers Inc. · Certified Financial Planner
- Kevin J. CampbellMcIlrath & Eck, LLC · Certified Financial Planner
- Stuart CampbellEp Wealth Advisors · Certified Financial Planner
- Megan A. CardenEp Wealth Advisors · Certified Financial Planner
- Jennifer L. ChesiniSan Luis Wealth Advisors · Certified Financial Planner
- William H. Crew IIILPL Financial LLC · Certified Financial Planner
- Ryan G. CurtisStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Craig S. DarnellBlakeslee & Blakeslee Financial Advisers Inc. · Certified Financial Planner
- Edward S. EnglishRaymond James & Associates, Inc. · Certified Financial Planner
- Brianna M. FergusonCerro Pacific Wealth Advisors, LLC · Certified Financial Planner
- Joshua A. FowlerLPL Financial LLC · Certified Financial Planner
- Emily S. GoodmanForonjy Financial · Certified Financial Planner
- Daniel M. HerronElemental Wealth Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
- Eddie D. HolmesOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michele A. IngRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Luke D. KittingerSan Luis Wealth Advisors · Certified Financial Planner
- Eric M. MaldonadoAquila Wealth Advisors · Certified Financial Planner
- Norman D. McGillEp Wealth Advisors · Certified Financial Planner
- Shawn A. MurphyRight Brain Money · Certified Financial Planner
- Ryan D. OlsonLPL Financial LLC · Certified Financial Planner
- Donald H. RamirezPeak Wealth Advisors, Inc. · Certified Financial Planner
- Kristin M. RasmussenKmr Wealth Advisory, LLC · Certified Financial Planner
- Timothy J. ReynaCerro Pacific Wealth Advisors, LLC · Certified Financial Planner
- Joshua I. RochaLPL Financial LLC · Certified Financial Planner
- Sam O. RodgersCharles Schwab & Co., Inc. · Certified Financial Planner
- Brooke A. SalviniSalvini Financial Planning · Certified Financial Planner, Personal Financial Specialist
- Helen P. SipsasPeak Wealth Advisors, Inc. · Certified Financial Planner
- Brynne C. SpeizerCorvus Wealth Advisors LLC · Certified Financial Planner
- Mitchell WallaceJ.P. Morgan Securities LLC · Certified Financial Planner
- Bruce D. WhitePhillip B. White Co., Inc. · Certified Financial Planner
- Zachary J. WhitePhillip B. White Co., Inc. · Certified Financial Planner
- Ashley J. WilkenThe Rice Partnership, LLC · Certified Financial Planner
Firms with the most CFP professionals in San Luis Obispo
LPL Financial LLC 4San Luis Wealth Advisors 4Ep Wealth Advisors 3Blakeslee & Blakeslee Financial Advisers Inc. 2Cerro Pacific Wealth Advisors, LLC 2Crew Wealth Management 2Peak Wealth Advisors, Inc. 2Phillip B. White Co., Inc. 2Aquila Wealth Advisors 1Charles Schwab & Co., Inc. 1Corvus Wealth Advisors LLC 1Elemental Wealth Advisors, LLC 1Foronjy Financial 1J.P. Morgan Securities LLC 1Kmr Wealth Advisory, 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 Luis Obispo, CA?
34 SEC-registered investment adviser representatives at firm offices in San Luis Obispo, 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 Luis Obispo?
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.