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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in San Rafael, CA

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

67 CFP professionals work in San Rafael; the most are at Global Retirement Partners LLC (28). 28 are also registered broker representatives.

CFP advisors in San Rafael, A to Z

Every advisor in San Rafael →

Firms with the most CFP professionals in San Rafael

Global Retirement Partners LLC 28Wealthspire Advisors 6Meritas Wealth Management, LLC 5Westhill Financial Advisors, Inc. 4Clarity Wealth Partners 2LPL Financial LLC 2Spectrum Financial Management 2Stewart Wealth Management, Inc. 2Attune Financial Planning, LLC 1Cambridge Investment Research Advisors, Inc. 1Farther 1Fiduciary Financial Group, LLC 1Hcm Wealth 1Lakeside North Capital Advisors, LLC 1McClurg Capital Corporation 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 67Fresno 58Long Beach 54San Ramon 51Santa Rosa 49El Segundo 41San Mateo 40Menlo Park 39

Questions

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

67 SEC-registered investment adviser representatives at firm offices in San Rafael, California list the CFP designation; Global Retirement Partners LLC employs the most of them (28).

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 Rafael?

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.