Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Valencia, CA
Every SEC-registered financial advisor at a firm office in Valencia who lists the Certified Financial Planner designation, A to Z.
The short answer
15 CFP professionals work in Valencia; the most are at Global Financial Advisory Services, Inc. (3). 6 are also registered broker representatives.
CFP advisors in Valencia, A to Z
Every advisor in Valencia →- Barton J. BrewerGlobal Financial Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Zachary BullardMariner · Certified Financial Planner
- Jordan D. EagleEagle Wealth Management Group Inc. · Certified Financial Planner
- David S. GarelickGlobal Financial Advisory Services, Inc. · Certified Financial Planner
- Peter M. GarelickGlobal Financial Advisory Services, Inc. · Certified Financial Planner
- Jeremy M. LeibowitzProsperitas Financial, LLC · Certified Financial Planner
- Karen I. Malkoff-HattonOsaic Wealth, Inc. · Certified Financial Planner
- John M. McGrathEp Wealth Advisors · Certified Financial Planner
- Ryan J. McKellLPL Financial LLC · Certified Financial Planner
- Stephan J. MiskjianCreative Planning Institutional Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- James R. SchrammRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Bret SchultzMartin & Company · Certified Financial Planner
- Leon F. SmithCetera Investment Advisers LLC · Certified Financial Planner
- Ronald C. VerbeckRcv Financial Services · Certified Financial Planner
- David L. WeibleLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Valencia
Global Financial Advisory Services, Inc. 3LPL Financial LLC 2Cetera Investment Advisers LLC 1Creative Planning Institutional Advisors, LLC 1Eagle Wealth Management Group Inc. 1Envision Wealth Management, Inc. 1Ep Wealth Advisors 1Financial Security Solutions, Corp. 1Mariner 1Martin & Company 1Osaic Wealth, Inc. 1Prosperitas Financial, LLC 1Raymond James Financial Services Advisors, Inc. 1Rcv Financial Services 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 Valencia, CA?
15 SEC-registered investment adviser representatives at firm offices in Valencia, California list the CFP designation; Global Financial Advisory Services, 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 Valencia?
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.