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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in San Ramon, CA

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

51 CFP professionals work in San Ramon; the most are at Raymond James Financial Services Advisors, Inc. (9). 32 are also registered broker representatives.

CFP advisors in San Ramon, A to Z

Every advisor in San Ramon →
  • Robert M. AgorastosInsight Wealth Strategies, LLC · Certified Financial Planner
  • Andrew J. AgostaProsperity Financial Group, Inc. · Certified Financial Planner
  • Gregory S. AynesworthOsaic Advisory Services, LLC · Certified Financial Planner
  • Craig E. BraemerBlossom Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Marco F. BronziniOsaic Advisory Services, LLC · Certified Financial Planner
  • Jamie C. CareyCarey Wealth Management · Certified Financial Planner
  • Diana R. ChanOsaic Wealth, Inc. · Certified Financial Planner
  • Samson K. ChanBrooker Wealth Management · Certified Financial Planner
  • Mahak ChaudhryCetera Investment Advisers LLC · Certified Financial Planner
  • Thomas P. ChristensenOsaic Wealth, Inc. · Certified Financial Planner
  • Louis I. DagenAuspicious Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kimberly R. DamianiRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Min DengCharles Schwab & Co., Inc. · Certified Financial Planner
  • Mark S. DossaFortitude Wealth Management L.L.C. · Certified Financial Planner
  • Kayla R. FernandezCalifornia Financial Advisors · Certified Financial Planner
  • Aaron M. GabrielRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Jeffrey R. GallLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daschel E. GrammerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Celeste C. GuruleOsaic Wealth, Inc. · Certified Financial Planner
  • Sarah Y. HuangNew Spring Financial Planning, LLC · Certified Financial Planner
  • Palash S. IslamSynergy Fg · Certified Financial Planner
  • John IsraelStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Christopher M. JohnsonThe Wealth Consulting Group · Certified Financial Planner
  • Aaron P. KarasInsight Wealth Strategies, LLC · Certified Financial Planner
  • Thomas M. KellyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Donald A. LedouxRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Jonathan J. LeeOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Daniel W. LeonardPowering Your Retirement · Certified Financial Planner
  • Joseph R. LumMai Capital Management, LLC · Certified Financial Planner
  • Michael F. MaloonCalifornia Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Connor J. MerriganRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Elizabeth A. MintzerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Jordan H. MurrayOsaic Wealth, Inc. · Certified Financial Planner
  • David R. NinekirkCharles Schwab & Co., Inc. · Certified Financial Planner
  • Brendan R. NoonanRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Emmett C. Peck Jr.Prosperity Financial Group, Inc. · Certified Financial Planner
  • Mark A. PitreCalifornia Financial Advisors · Certified Financial Planner
  • Thomas J. PowersCalifornia Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Timothy J. RaftisInsight Wealth Strategies, LLC · Certified Financial Planner
  • Prashant J. RavaniWorld Investment Advisors, LLC · Certified Financial Planner
  • Michael L. RossIndependent Financial Partners · Certified Financial Planner
  • George A. Salter IIBlossom Wealth Management, LLC · Certified Financial Planner
  • Michael J. SchomakerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Cody C. SmithRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Jeffrey B. SnyderCharles Schwab & Co., Inc. · Certified Financial Planner
  • Thomas M. Strohl Jr.Osaic Wealth, Inc. · Certified Financial Planner
  • Marilyn SueyLPL Financial LLC · Certified Financial Planner
  • Brian R. SullivanLPL Financial LLC · Certified Financial Planner
  • Michael G. TateCetera Investment Advisers LLC · Certified Financial Planner
  • Huy G. TrieuKey Focus Wealth LLC · Certified Financial Planner
  • Madeline M. WilliamsCalifornia Financial Advisors · Certified Financial Planner

Firms with the most CFP professionals in San Ramon

Raymond James Financial Services Advisors, Inc. 9Osaic Wealth, Inc. 6California Financial Advisors 5Charles Schwab & Co., Inc. 3Insight Wealth Strategies, LLC 3LPL Financial LLC 3Blossom Wealth Management, LLC 2Cetera Investment Advisers LLC 2Osaic Advisory Services, LLC 2Prosperity Financial Group, Inc. 2The Wealth Consulting Group 2Auspicious Financial Planning, LLC 1Brooker Wealth Management 1Cambridge Investment Research Advisors, Inc. 1Carey Wealth Management 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 54Santa Rosa 49El Segundo 41San Mateo 40Menlo Park 39

Questions

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

51 SEC-registered investment adviser representatives at firm offices in San Ramon, California list the CFP designation; Raymond James Financial Services Advisors, Inc. employs the most of them (9).

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 Ramon?

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.