Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Sherman Oaks, CA
Every SEC-registered financial advisor at a firm office in Sherman Oaks who lists the Certified Financial Planner designation, A to Z.
18 CFP professionals work in Sherman Oaks; the most are at LPL Enterprise, LLC (4). 15 are also registered broker representatives.
CFP advisors in Sherman Oaks, A to Z
Every advisor in Sherman Oaks →- Michael R. BurtMorgan Stanley · Certified Financial Planner
- Andrew J. FlemingLPL Financial LLC · Certified Financial Planner
- Kate S. FreemanUBS Financial Services Inc. · Certified Financial Planner, Chartered Financial Analyst
- William J. HattonBillfold Budget Counseling · Certified Financial Planner
- Gregory HoelzelWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Anna HovakimyanJ.P. Morgan Securities LLC · Certified Financial Planner
- Shawn J. HsiehHighline Wealth Partners · Certified Financial Planner, Chartered Financial Analyst
- Spencer S. MillerLPL Enterprise, LLC · Certified Financial Planner
- Tho N. NgoEdward Jones · Certified Financial Planner
- Lorand N. ParenteauLPL Financial LLC · Certified Financial Planner
- Clara S. ParkLPL Enterprise, LLC · Certified Financial Planner
- Millu C. RamirezHighline Wealth Partners · Certified Financial Planner
- Bryan SabalvaroStrategic Advisers LLC · Certified Financial Planner
- Tori L. SamuelLPL Financial LLC · Certified Financial Planner
- Erica L. VasquesEdward Jones · Certified Financial Planner
- Phillip VertinLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
- Qiu Xue YangStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Jacob YasharLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Sherman Oaks
LPL Enterprise, LLC 4LPL Financial LLC 3Edward Jones 2Highline Wealth Partners 2Billfold Budget Counseling 1J.P. Morgan Securities LLC 1Morgan Stanley 1Stifel, Nicolaus & Company, Incorporated 1Strategic Advisers LLC 1UBS Financial Services Inc. 1Wells Fargo Advisors Financial Network, 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 Sherman Oaks, CA?
18 SEC-registered investment adviser representatives at firm offices in Sherman Oaks, California list the CFP designation; LPL Enterprise, LLC employs the most of them (4).
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 Sherman Oaks?
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.