Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ventura, CA
Every SEC-registered financial advisor at a firm office in Ventura who lists the Certified Financial Planner designation, A to Z.
18 CFP professionals work in Ventura; the most are at Mariner (3). 8 are also registered broker representatives.
CFP advisors in Ventura, A to Z
Every advisor in Ventura →- Michael A. AndersonMaranantha Financial · Certified Financial Planner
- Nathan S. ChaMercer Global Advisors Inc. · Certified Financial Planner
- Jeremy E. ChaffinTelos Capital Management, Inc. · Certified Financial Planner
- Russell E. CharvoniaMariner · Certified Financial Planner, Chartered Financial Consultant
- Erik P. DullenkopfCommonwealth Financial Network · Certified Financial Planner
- Jack E. GreenAnacapa Financial, LLC · Certified Financial Planner
- Jonathan P. JohnenTlg Advisors, Inc. · Certified Financial Planner
- Stephen C. KallyStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Michael J. MansfieldThe Lynd Group Advisors, LLC · Certified Financial Planner
- Douglas C. MichieVentura Coast Wealth Management · Certified Financial Planner
- Jeffrey M. MoorhouseRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Andrew NewellMariner · Certified Financial Planner
- Randall M. PatrickPlanmember Securities Corporation · Certified Financial Planner
- Philip J. RicasataMariner · Certified Financial Planner
- Roy D. ShermanSherman Asset Management, Inc. · Certified Financial Planner
- Matthew A. ShropeLPL Financial LLC · Certified Financial Planner
- Eric S. SmithLPL Financial LLC · Certified Financial Planner
- Stephen H. WagnerIntegrity Wealth Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Ventura
Mariner 3LPL Financial LLC 2Anacapa Financial, LLC 1Commonwealth Financial Network 1Integrity Wealth Advisors, Inc. 1Maranantha Financial 1Mercer Global Advisors Inc. 1Planmember Securities Corporation 1Raymond James Financial Services Advisors, Inc. 1Sherman Asset Management, Inc. 1Stifel, Nicolaus & Company, Incorporated 1Telos Capital Management, Inc. 1The Lynd Group Advisors, LLC 1Tlg Advisors, Inc. 1Ventura Coast Wealth Management 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 Ventura, CA?
18 SEC-registered investment adviser representatives at firm offices in Ventura, California list the CFP designation; Mariner 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 Ventura?
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.