Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Thousand Oaks, CA
Every SEC-registered financial advisor at a firm office in Thousand Oaks who lists the Certified Financial Planner designation, A to Z.
27 CFP professionals work in Thousand Oaks; the most are at LPL Financial LLC (3). 16 are also registered broker representatives.
CFP advisors in Thousand Oaks, A to Z
Every advisor in Thousand Oaks →- Serj ArutyunyanJ.P. Morgan Securities LLC · Certified Financial Planner
- Louis P. AshamallahLPL Financial LLC · Certified Financial Planner
- Brad T. BaumannStrategic Advisers LLC · Certified Financial Planner
- Kenneth A. BockMutual Advisors, LLC · Certified Financial Planner
- Douglas C. De GrooteDe Groote Financial Group, LLC · Certified Financial Planner
- Ryan De SilvaStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Analyst
- Kevin P. FarrellFarrell Financial, Inc. · Certified Financial Planner
- Michael E. GarnerMfa Wealth Services · Certified Financial Planner
- Cranston R. Gesell Jr.One Capital Management, LLC · Certified Financial Planner
- Kenneth D. GrossStrategic Financial · Certified Financial Planner
- David P. HarringtonHillcrest Financial Group · Certified Financial Planner, Chartered Financial Consultant
- Jeremy R. HoferHofer & Associates Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Olaf B. KinstlerTransamerica Financial Advisors, LLC · Certified Financial Planner
- Christopher A. LamiaForum Financial Management, LP · Certified Financial Planner
- Derek R. MarquisRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Terri A. McGrayLongevity Capital Management · Certified Financial Planner
- Thomas E. MillerLPL Financial LLC · Certified Financial Planner
- Daniel NovakWilliams & Novak Wealth Management, LLC · Certified Financial Planner
- Brian M. OardA&M Private Wealth Partners, LLC · Certified Financial Planner
- Brian M. PadrickWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Randy S. PodellCentaurus Financial, Inc. · Certified Financial Planner
- Hugh B. RobertsCapital Analysts · Certified Financial Planner
- Kristin J. ShortConfide · Certified Financial Planner
- Dean A. SolomonHillcrest Financial Group · Certified Financial Planner
- Nava G. SpivakWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ryan A. WeberLPL Financial LLC · Certified Financial Planner
- James M. YooTeam Elevated Asset Management · Certified Financial Planner
Firms with the most CFP professionals in Thousand Oaks
LPL Financial LLC 3Hillcrest Financial Group 2Strategic Advisers LLC 2A&M Private Wealth Partners, LLC 1Capital Analysts 1Centaurus Financial, Inc. 1Confide 1De Groote Financial Group, LLC 1Farrell Financial, Inc. 1Forum Financial Management, LP 1Hofer & Associates Wealth Management 1J.P. Morgan Securities LLC 1Longevity Capital Management 1Mfa Wealth Services 1Mutual Advisors, 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 Thousand Oaks, CA?
27 SEC-registered investment adviser representatives at firm offices in Thousand Oaks, California list the CFP designation; LPL Financial 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 Thousand 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.