Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Sebastopol, CA
Every SEC-registered financial advisor at a firm office in Sebastopol who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Sebastopol; the most are at Willow Creek Wealth Management, Inc. (7). 1 are also registered broker representatives.
CFP advisors in Sebastopol, A to Z
Every advisor in Sebastopol →- Heather C. BelliWillow Creek Wealth Management, Inc. · Certified Financial Planner
- Meredeth A. BertaccoEdward Jones · Certified Financial Planner
- Bruce J. DziezaWillow Creek Wealth Management, Inc. · Certified Financial Planner
- Jason R. GittinsWillow Creek Wealth Management, Inc. · Certified Financial Planner
- David D. Homan Jr.Willow Creek Wealth Management, Inc. · Certified Financial Planner
- Eric J. KeatingWillow Creek Wealth Management, Inc. · Certified Financial Planner
- David B. Lawrence Jr.Willow Creek Wealth Management, Inc. · Certified Financial Planner
- David L. MeucciPhase Change Wealth Management LLC · Certified Financial Planner
- Spencer D. ShermanAbacus Wealth Partners · Certified Financial Planner
- Jacob M. WeberWillow Creek Wealth Management, Inc. · Certified Financial Planner
- Katelynn WileyAbacus Wealth Partners · Certified Financial Planner
Firms with the most CFP professionals in Sebastopol
Willow Creek Wealth Management, Inc. 7Abacus Wealth Partners 2Edward Jones 1Phase Change Wealth Management 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 Sebastopol, CA?
11 SEC-registered investment adviser representatives at firm offices in Sebastopol, California list the CFP designation; Willow Creek Wealth Management, Inc. 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 Sebastopol?
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.