Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder look

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in San Mateo, CA

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

40 CFP professionals work in San Mateo; the most are at LPL Financial LLC (7). 19 are also registered broker representatives.

CFP advisors in San Mateo, A to Z

Every advisor in San Mateo →

Firms with the most CFP professionals in San Mateo

LPL Financial LLC 7Vantage Wealth Management, LLC 5Morgan Stanley 3Emerson Equity LLC 2Ep Wealth Advisors 2Newfront Retirement Services, Inc. 2Tamarind Financial Planning 2Ameriprise Financial Services, LLC 1Barson Financial Planning 1Cambridge Investment Research Advisors, Inc. 1Caregen Wealth Management 1Chen Financial Group, LLC 1Clear Retirement Advice LLC 1Eagle Strategies LLC 1Edward Jones 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 41Menlo Park 39

Questions

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

40 SEC-registered investment adviser representatives at firm offices in San Mateo, California list the CFP designation; LPL Financial LLC employs the most of them (7).

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 Mateo?

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.