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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in South Pasadena, CA

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

5 CFP professionals work in South Pasadena; the most are at J.P. Morgan Securities LLC (1). 3 are also registered broker representatives.

CFP advisors in South Pasadena, A to Z

Every advisor in South Pasadena →
  • Gordon L. ChenJ.P. Morgan Securities LLC · Certified Financial Planner
  • Gary E. PiaMission Street Wealth Planning · Certified Financial Planner
  • Jeffrey W. PihPih Investments, LLC · Certified Financial Planner
  • Ronald A. TanakaLPL Financial LLC · Certified Financial Planner
  • Allen G. YeeUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner

Firms with the most CFP professionals in South Pasadena

J.P. Morgan Securities LLC 1LPL Financial LLC 1Mission Street Wealth Planning 1Pih Investments, LLC 1United Planners' Financial Services Of America A Limited Partner 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 South Pasadena, CA?

5 SEC-registered investment adviser representatives at firm offices in South Pasadena, California list the CFP designation; J.P. Morgan Securities LLC employs the most of them (1).

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 South Pasadena?

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.