Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Santa Barbara, CA
Every SEC-registered financial advisor at a firm office in Santa Barbara who lists the Certified Financial Planner designation, A to Z.
94 CFP professionals work in Santa Barbara; the most are at Mission Wealth Management, LP (24). 23 are also registered broker representatives.
CFP advisors in Santa Barbara, A to Z
Every advisor in Santa Barbara →- Craig D. AllenAllen Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Justin R. AndersonChannel Wealth, LLC · Certified Financial Planner
- Ross L. AndersonChannel Wealth, LLC · Certified Financial Planner
- Jeffrey D. AvilaMission Wealth Management, LP · Certified Financial Planner
- Daniele BeasleyMission Wealth Management, LP · Certified Financial Planner
- Brian J. BerryRaymond James & Associates, Inc. · Certified Financial Planner
- Cory J. BoggsCresset Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Stacy A. BorekSteelpeak Wealth, LLC · Certified Financial Planner
- Kevin R. BourkeBourke Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Olivia BourkeBourke Wealth Management · Certified Financial Planner
- Gary A. Brooks Jr.Mission Wealth Management, LP · Certified Financial Planner
- Jeffery D. BrookshirePacific Wealth Strategies Group, Inc. · Certified Financial Planner
- Stephanie BrunoMission Wealth Management, LP · Certified Financial Planner
- Hannah M. BuschbomThe Ameriflex Group · Certified Financial Planner
- Eric P. CallahanThryve Wealth Management · Certified Financial Planner
- Ronald S. ChenOsaic Wealth, Inc. · Certified Financial Planner
- Nathan E. CulticeCastle Wealth Planning · Certified Financial Planner
- John J. DemboskiValmark Advisers, Inc. · Certified Financial Planner
- Adam J. DonlevieCentaurus Financial, Inc. · Certified Financial Planner
- Cydney A. EdmondsonRaymond James & Associates, Inc. · Certified Financial Planner
- Patricia A. FahnoeMission Wealth Management, LP · Certified Financial Planner
- Sara R. FederCerity Partners LLC · Certified Financial Planner
- Joseph E. FerreiraCerity Partners LLC · Certified Financial Planner
- Bryan C. ForonjyForonjy Financial · Certified Financial Planner
- Lily FrischmuthAriadne Wealth Management, LP · Certified Financial Planner
- Geoffrey S. GaggsMission Wealth Management, LP · Certified Financial Planner
- Daniel B. GastonCetera Investment Advisers LLC · Certified Financial Planner
- Stephan R. GoyetteMission Wealth Management, LP · Certified Financial Planner
- Joshua D. HayesCurtis Advisory Group, LLC · Certified Financial Planner
- Jonathan R. HeagleMountain Vista Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Jovita R. HonorFirst Affirmative Financial Network LLC · Certified Financial Planner
- Russell D. JohnsonMercer Global Advisors Inc. · Certified Financial Planner
- Kristina G. KearneyMission Wealth Management, LP · Certified Financial Planner
- Joey S. KhouryMission Wealth Management, LP · Certified Financial Planner
- Dawn M. KirchnerCentaurus Financial, Inc. · Certified Financial Planner
- Kristen E. KochCerity Partners LLC · Certified Financial Planner
- Stefani KohlerMercer Global Advisors Inc. · Certified Financial Planner
- Skyler K. KraemerMission Wealth Management, LP · Certified Financial Planner
- Keaton W. KrutenatMission Wealth Management, LP · Certified Financial Planner
- Kyle B. LantowCerity Partners LLC · Certified Financial Planner
- Jessica K. LaymanCerity Partners LLC · Certified Financial Planner
- Matthew J. LumVida Wealth Partners, Inc. · Certified Financial Planner
- Cody A. MakelaArlington Financial Advisors, LLC · Certified Financial Planner
- Grace C. McClellanPainted Porch Advisors LLC · Certified Financial Planner
- Michael R. McGinnisMorgan Stanley · Certified Financial Planner
- Shane J. MearesMission Wealth Management, LP · Certified Financial Planner
- Bryant G. MerrymanMission Wealth Management, LP · Certified Financial Planner
- Alison R. MillerMission Wealth Management, LP · Certified Financial Planner
- Mary V. MillerMission Wealth Management, LP · Certified Financial Planner
- Jeffrey M. MincMercer Global Advisors Inc. · Certified Financial Planner
- Dylan B. MinorOmega Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Clayton T. MurdyCerity Partners LLC · Certified Financial Planner
- Lisa M. MurphyMission Wealth Management, LP · Certified Financial Planner
- Katharine L. NewellPainted Porch Advisors LLC · Certified Financial Planner
- Noelle A. OhUBS Financial Services Inc. · Certified Financial Planner
- Jesse J. PantanoMission Wealth Management, LP · Certified Financial Planner, Chartered Financial Analyst
- Justin M. PearlmanRaymond James & Associates, Inc. · Certified Financial Planner
- Helen N. PerezWang Financial, LLC · Certified Financial Planner
- Zachary J. PhilippPainted Porch Advisors LLC · Certified Financial Planner
- Bryan N. PowersMercer Global Advisors Inc. · Certified Financial Planner
- Alissa J. RennackerCerity Partners LLC · Certified Financial Planner
- Scott W. RiesenCharles Schwab & Co., Inc. · Certified Financial Planner
- Aaron D. RitterAbundant Wealth Partners, LLC · Certified Financial Planner
- Jenna L. RogersMission Wealth Management, LP · Certified Financial Planner
- Elizabeth A. SaghiAvalan, LLC · Certified Financial Planner
- Lisa A. SchomerLPL Financial LLC · Certified Financial Planner
- Richard A. Schuette Jr.Avalan, LLC · Certified Financial Planner
- Robert A. SchultzOmega Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Samantha D. SennettThe Ameriflex Group · Certified Financial Planner
- Justin M. ShaneMercer Global Advisors Inc. · Certified Financial Planner
- Aaron D. SilbermanMorgan Stanley · Certified Financial Planner
- Adam J. SilvaMission Wealth Management, LP · Certified Financial Planner
- Casey W. SlemmonsAvalan, LLC · Certified Financial Planner
- Gregory J. SmithMission Wealth Management, LP · Certified Financial Planner, Chartered Financial Consultant
- Brian G. SottakMission Wealth Management, LP · Certified Financial Planner, Chartered Financial Analyst
- Adam J. StanowickMercer Global Advisors Inc. · Certified Financial Planner
- Brad W. StarkMission Wealth Management, LP · Certified Financial Planner
- Adam D. StempelAriadne Wealth Management, LP · Certified Financial Planner
- Nathan D. StokerCresset Asset Management, LLC · Certified Financial Planner
- Mark A. StrongStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Dannell R. StuartMission Wealth Management, LP · Certified Financial Planner
- Kathleen M. SymerOsaic Wealth, Inc. · Certified Financial Planner
- Steven C. SymerOsaic Wealth, Inc. · Certified Financial Planner
- Kristen E. TaylorMission Wealth Management, LP · Certified Financial Planner
- Jeffery D. ThompsonAvalan, LLC · Certified Financial Planner
- Scott A. UlvesWorld Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Chad E. ValcharR.I.T. Wealth Advisors · Certified Financial Planner
- Michael A. VidalSelect Investment Services · Certified Financial Planner
- Sydney Walker IVStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Andrew L. WaltonCharles Schwab & Co., Inc. · Certified Financial Planner
- Joseph R. WeilandArlington Financial Advisors, LLC · Certified Financial Planner
- David A. WilsonStrategic Advisers LLC · Certified Financial Planner
- Yvonne M. WoodMercer Global Advisors Inc. · Certified Financial Planner
- Michael E. YangArlington Financial Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in Santa Barbara
Mission Wealth Management, LP 24Cerity Partners LLC 7Mercer Global Advisors Inc. 7Avalan, LLC 4Arlington Financial Advisors, LLC 3Osaic Wealth, Inc. 3Painted Porch Advisors LLC 3Raymond James & Associates, Inc. 3Argos Global Advisors, LLC 2Ariadne Wealth Management, LP 2Bourke Wealth Management 2Centaurus Financial, Inc. 2Channel Wealth, LLC 2Charles Schwab & Co., Inc. 2Cresset Asset Management, LLC 2
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 95Roseville 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 Santa Barbara, CA?
94 SEC-registered investment adviser representatives at firm offices in Santa Barbara, California list the CFP designation; Mission Wealth Management, LP employs the most of them (24).
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 Santa Barbara?
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.