Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Tustin, CA
Every SEC-registered financial advisor at a firm office in Tustin who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Tustin; the most are at Financial Advisors Network, Inc. (3). 10 are also registered broker representatives.
CFP advisors in Tustin, A to Z
Every advisor in Tustin →- Christina M. BennettLPL Financial LLC · Certified Financial Planner
- Brian L. DouglassFinancial Advisors Network, Inc. · Certified Financial Planner
- Gina C. HurfordStrategic Advisers LLC · Certified Financial Planner
- Rod H. KampsFinancial Advisors Network, Inc. · Certified Financial Planner
- Ian B. KasoffIkigai Planning · Certified Financial Planner
- Brandon S. KellyU.S. Bancorp Advisors, LLC · Certified Financial Planner
- Melissa KenshaloAmeriprise Financial Services, LLC · Certified Financial Planner
- Donna D. LeaOsaic Wealth, Inc. · Certified Financial Planner
- Sara F. Lovell21 West Wealth Management LLC · Certified Financial Planner
- Dave J. Ondo Jr.Oneamerica Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Robert S. PaulCetera Investment Advisers LLC · Certified Financial Planner
- Carly PeckStrategic Advisers LLC · Certified Financial Planner
- Scott M. PerkinsFocus Partners Wealth, LLC · Certified Financial Planner
- Ruben TarkhanyanOsaic Wealth, Inc. · Certified Financial Planner
- Tyler A. ThompkinsFinancial Advisors Network, Inc. · Certified Financial Planner
- Tu A. TranCrosspoint Financial, LLC · Certified Financial Planner
- Louis B. WindawiLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Tustin
Financial Advisors Network, Inc. 3LPL Financial LLC 2Osaic Wealth, Inc. 2Strategic Advisers LLC 221 West Wealth Management LLC 1Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Crosspoint Financial, LLC 1Focus Partners Wealth, LLC 1Ikigai Planning 1Oneamerica Securities, Inc. 1U.S. Bancorp 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 Tustin, CA?
17 SEC-registered investment adviser representatives at firm offices in Tustin, California list the CFP designation; Financial Advisors Network, Inc. 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 Tustin?
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.