Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Temecula, CA
Every SEC-registered financial advisor at a firm office in Temecula who lists the Certified Financial Planner designation, A to Z.
The short answer
17 CFP professionals work in Temecula; the most are at Team Wealth & Tax Advisors (3). 11 are also registered broker representatives.
CFP advisors in Temecula, A to Z
Every advisor in Temecula →- Mark J. AnselmoLPL Financial LLC · Certified Financial Planner
- Ralph BenderEnduring Wealth Advisors · Certified Financial Planner
- William B. BohmerThrivent Investment Management Inc. · Certified Financial Planner
- Jeffry S. Cole IITeam Wealth & Tax Advisors · Certified Financial Planner
- Leonard P. ColeTeam Wealth & Tax Advisors · Certified Financial Planner
- Glenn A. CunninghamGc Asset Management · Certified Financial Planner
- Charles D. EtzweilerNepsis, Inc. · Certified Financial Planner
- Joshua D. GoldsmithLPL Financial LLC · Certified Financial Planner
- Priti HuisingaEdward Jones · Certified Financial Planner
- Michael J. MartinThrivent Investment Management Inc. · Certified Financial Planner
- William C. MiltonEdward Jones · Certified Financial Planner
- Mark R. TracyEnduring Wealth Advisors · Certified Financial Planner
- Allyson J. TrantumJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Ryan J. TrantumJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Spencer J. TurkalSierra Hotel Financial LLC · Certified Financial Planner
- Joseph A. Vignoni Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
- Dustin P. WattsTeam Wealth & Tax Advisors · Certified Financial Planner
Firms with the most CFP professionals in Temecula
Team Wealth & Tax Advisors 3Edward Jones 2Enduring Wealth Advisors 2J. W. Cole Advisors, Inc. 2LPL Financial LLC 2Thrivent Investment Management Inc. 2Gc Asset Management 1Nepsis, Inc. 1Sierra Hotel Financial LLC 1Wells Fargo Clearing Services, 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 Temecula, CA?
17 SEC-registered investment adviser representatives at firm offices in Temecula, California list the CFP designation; Team Wealth & Tax Advisors 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 Temecula?
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.