Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Simi Valley, CA
Every SEC-registered financial advisor at a firm office in Simi Valley who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Simi Valley; the most are at Hbw Advisory Services LLC (3). 5 are also registered broker representatives.
CFP advisors in Simi Valley, A to Z
Every advisor in Simi Valley →- Daniel BostonThe Butterfield Group LLC · Certified Financial Planner
- Christopher H. BoyntonCetera Investment Advisers LLC · Certified Financial Planner
- Joel D. BroersmaHbw Advisory Services LLC · Certified Financial Planner
- Kailey N. CraigEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Bryan S. CurryBridge The Gap Retirement Planners · Certified Financial Planner
- Noah E. EchavarriaSanta Susana Financial, LLC · Certified Financial Planner
- Michael FineMonarch Plan Advisors · Certified Financial Planner
- Amy M. FriedmanKevin Kennedy, LLC · Certified Financial Planner
- Andrew T. GerhartzBridge The Gap Retirement Planners · Certified Financial Planner
- Bryan K. GeurinkHbw Advisory Services LLC · Certified Financial Planner
- Michael K. HalperStrateon Intelligent Wealth LLC · Certified Financial Planner
- James M. LorenzenThe Independent Financial Group · Certified Financial Planner
- Nicholas P. MitchellHbw Advisory Services LLC · Certified Financial Planner
- William A. MuskatCommonwealth Financial Network · Certified Financial Planner
- Summer E. OdinD.A. Davidson & Co. · Certified Financial Planner
Firms with the most CFP professionals in Simi Valley
Hbw Advisory Services LLC 3Bridge The Gap Retirement Planners 2Cetera Investment Advisers LLC 1Commonwealth Financial Network 1D.A. Davidson & Co. 1Edward Jones 1Kevin Kennedy, LLC 1Monarch Plan Advisors 1Santa Susana Financial, LLC 1Strateon Intelligent Wealth LLC 1The Butterfield Group LLC 1The Independent Financial Group 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 Simi Valley, CA?
15 SEC-registered investment adviser representatives at firm offices in Simi Valley, California list the CFP designation; Hbw Advisory Services LLC employs the most of them (3).
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 Simi Valley?
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.