Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Walnut Creek, CA
Every SEC-registered financial advisor at a firm office in Walnut Creek who lists the Certified Financial Planner designation, A to Z.
190 CFP professionals work in Walnut Creek; the most are at Destination Wealth Management (18). 86 are also registered broker representatives.
CFP advisors in Walnut Creek, A to Z
Every advisor in Walnut Creek →- Alejandro H. AguilarMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Analyst
- David M. AllenCetera Investment Advisers LLC · Certified Financial Planner
- Mary T. AllenOsaic Wealth, Inc. · Certified Financial Planner
- Kory C. AltheideWells Fargo Clearing Services, LLC · Certified Financial Planner
- Elisabeth M. AndreasonMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- Adam A. BagherianArbor Wealth Management · Certified Financial Planner
- Garrett BakerStrategic Advisers LLC · Certified Financial Planner
- Mark M. BatesFocus Partners Wealth, LLC · Certified Financial Planner
- Jeanette L. BeattyEarned Wealth Advisors, LLC · Certified Financial Planner
- Gregory L. BernhardtIndependent Financial Group, LLC · Certified Financial Planner
- Mark B. BertoliCastle Rock Wealth Management, LLC · Certified Financial Planner
- Stephen R. BesseRaymond James & Associates, Inc. · Certified Financial Planner
- Paula N. BestUBS Financial Services Inc. · Certified Financial Planner
- Stephen L. BlockElevation Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Analyst
- Diane S. BourdoTreehouse Wealth Advisors · Certified Financial Planner
- Catherine E. BradfordCetera Investment Advisers LLC · Certified Financial Planner
- Adam N. BraunscheidelEarned Wealth Advisors, LLC · Certified Financial Planner
- Douglas A. BuserGolden Gate Advisors, Inc. · Certified Financial Planner
- Edward P. CaballeroLPL Financial LLC · Certified Financial Planner
- Geoffrey S. CableDestination Wealth Management · Certified Financial Planner
- Ian A. CastilleCapital Advantage, Inc. · Certified Financial Planner
- Keo C. ChaoPoint4ward Financial Planning · Certified Financial Planner
- Wade G. CheathamCharles Schwab & Co., Inc. · Certified Financial Planner
- Hongze V. ChenMML Investors Services, LLC · Certified Financial Planner
- Caroline C. CherezianUBS Financial Services Inc. · Certified Financial Planner
- Stacy L. ChretienDestination Wealth Management · Certified Financial Planner
- Pedro E. CisnerosDestination Wealth Management · Certified Financial Planner
- Courtney I. ClakleyRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Sunandan K. ClerkDhamma Capital · Certified Financial Planner, Chartered Financial Analyst
- Joseph M. ConachyCreative Planning · Certified Financial Planner
- Richard D. ConnettIntegrity Wealth Partners, LLC · Certified Financial Planner
- Phillip J. CordanoOsaic Wealth, Inc. · Certified Financial Planner
- James DeakWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Lauren Del GrandeJ.P. Morgan Securities LLC · Certified Financial Planner
- Richard M. Del MonteAllworth Financial, L.P. · Certified Financial Planner
- Gregory M. DesmondSavant Wealth Management · Certified Financial Planner, Personal Financial Specialist
- David R. DroppoParallel Advisors, LLC · Certified Financial Planner
- Magnus Z. Du BorgRBC Capital Markets, LLC · Certified Financial Planner
- Christopher A. Eagles-SmithDestination Wealth Management · Certified Financial Planner
- Caroline S. EganDestination Wealth Management · Certified Financial Planner
- Sarah E. EllisGkv Capital Management Co. Inc. · Certified Financial Planner
- Robert D. EnrightBurton Enright Welch · Certified Financial Planner
- Mark D. EricsonMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- David A. EspineiraBurton Enright Welch · Certified Financial Planner
- Kathleen H. FanelliUnited Capital Financial Advisors · Certified Financial Planner
- Jason G. FangTerrafirma Wealth Partners · Certified Financial Planner
- Sophia I. FengDestination Wealth Management · Certified Financial Planner
- Jacob J. FigueiraCharles Schwab & Co., Inc. · Certified Financial Planner
- Robert J. FinkRockefeller Capital Management · Certified Financial Planner
- Ann M. FlemingFleming Financial Advising · Certified Financial Planner
- Eric U. FramptonMercer Global Advisors Inc. · Certified Financial Planner
- Gary P. GardnerOneascent Financial Services LLC · Certified Financial Planner
- Steven M. GaspariniDestination Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Frank A. GavidiaGlobe & Anchor Wealth Management & Financial Planning, LLC · Certified Financial Planner
- Robert C. GeweckeWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael S. GinsbergGinsberg Financial Strategies · Certified Financial Planner
- Carmen C. GoldsmithMML Investors Services, LLC · Certified Financial Planner
- Barrett T. GrayEarned Wealth Advisors, LLC · Certified Financial Planner
- Mark A. GreenbergWealth & Tax Planners LLC · Certified Financial Planner
- Richard GrossAllworth Financial, L.P. · Certified Financial Planner
- Daniel J. GroverUBS Financial Services Inc. · Certified Financial Planner
- Fanny GuoMercer Global Advisors Inc. · Certified Financial Planner
- Eugene M. GurevichOnedigital · Certified Financial Planner
- Angela M. HagerDestination Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Adam HaleEp Wealth Advisors · Certified Financial Planner
- Sarah J. HamiltonMission Wealth Management, LP · Certified Financial Planner
- Joshua M. HaneyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael B. HansenMonvia Financial L.P. · Certified Financial Planner
- Devin W. HansonElevation Wealth Partners, LLC · Certified Financial Planner
- William P. HarveyLPL Financial LLC · Certified Financial Planner
- Daniel V. HawleyHawley Advisors · Certified Financial Planner
- Benjamin S. HearnsbergerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Chris J. HeldLPL Financial LLC · Certified Financial Planner
- Harold J. HendricksWells Fargo Clearing Services, LLC · Certified Financial Planner
- Timothy A. HerbGlobal Retirement Partners LLC · Certified Financial Planner
- Mario HernandezLongevity Wealth Management LLC · Certified Financial Planner
- Kevin P. HillsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Timothy P. HintzoglouCetera Investment Advisers LLC · Certified Financial Planner
- Michael S. HolbrookOsaic Wealth, Inc. · Certified Financial Planner
- Ernest HolguinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Richard A. HolineRaymond James & Associates, Inc. · Certified Financial Planner
- Scott N. HortonJ.P. King Advisors, Inc. · Certified Financial Planner
- Caitlin M. HowertonEarned Wealth Advisors, LLC · Certified Financial Planner
- Christopher S. HughesBurton Enright Welch · Certified Financial Planner
- Jennie K. HunsbergerOsaic Wealth, Inc. · Certified Financial Planner
- Justin J. HurdLPL Financial LLC · Certified Financial Planner
- John W. HutchinsonRaymond James & Associates, Inc. · Certified Financial Planner
- Michael A. IsolaRBC Capital Markets, LLC · Certified Financial Planner
- Pamela A. JacobsMonvia Financial L.P. · Certified Financial Planner
- Robert K. JacquesDestination Wealth Management · Certified Financial Planner
- Austin M. JamatiMercer Global Advisors Inc. · Certified Financial Planner
- Gabriel A. JayUBS Financial Services Inc. · Certified Financial Planner
- Mark A. JongewardAmeriprise Financial Services, LLC · Certified Financial Planner
- Flora K. KamMML Investors Services, LLC · Certified Financial Planner
- Kurt D. KingAmeriprise Financial Services, LLC · Certified Financial Planner
- Igor KipnisWells Fargo Clearing Services, LLC · Certified Financial Planner
- Lawrence R. KolkaEdward Jones · Certified Financial Planner
- Paul J. KommerMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Jeffrey M. KragenRaymond James & Associates, Inc. · Certified Financial Planner
- Felix J. KwanPrime Capital Financial · Certified Financial Planner
- Michael W. LahlVista Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Dean O. LeonardCastle Rock Wealth Management, LLC · Certified Financial Planner
- Harold M. LewellenEarned Wealth Advisors, LLC · Certified Financial Planner
- Nicholas W. LintonRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Erin LittleLafayette Square Financial Advisors, Inc. · Certified Financial Planner
- Stacey C. LiuTreehouse Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Mitchell LumWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kayvon MagidiMorgan Stanley · Certified Financial Planner
- Auropuja MarkusEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Barbara S. MathesonDestination Wealth Management · Certified Financial Planner
- Connor M. McMahonFocus Partners Wealth, LLC · Certified Financial Planner
- Karen MedfordFleming Financial Advising · Certified Financial Planner
- Barry N. MendelsonElevation Wealth Partners, LLC · Certified Financial Planner
- Gary E. MillsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Brett D. MongeauCreative Planning · Certified Financial Planner
- Jeremy W. MonizMariner · Certified Financial Planner
- Robert E. MoranvilleLPL Financial LLC · Certified Financial Planner
- Robert A. Morgan IIIWells Fargo Clearing Services, LLC · Certified Financial Planner
- Andrey MovsesyanMorgan Stanley · Certified Financial Planner, Chartered Financial Analyst
- Terrance C. MurraySanctuary Advisors, LLC · Certified Financial Planner
- Ellen B. NeumarkWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ryan NoxonDestination Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Sean T. O'BannonEdelman Financial Engines · Certified Financial Planner
- Miguel O'HaraCharles Schwab & Co., Inc. · Certified Financial Planner
- Margaret G. O'HearnRaymond James & Associates, Inc. · Certified Financial Planner
- Michael W. OlffCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Lawrence C. OlinWells Fargo Clearing Services, LLC · Certified Financial Planner
- Timothy H. OshimaAcclaro Wealth Management · Certified Financial Planner
- Tyler Paik-NicelyCharles Schwab & Co., Inc. · Certified Financial Planner
- Herbert D. PeaseMariner · Certified Financial Planner
- Robert G. PeelmanEarned Wealth Advisors, LLC · Certified Financial Planner
- Arek D. PuziaPathwise · Certified Financial Planner
- Philip A. QuitorianoMariner · Certified Financial Planner
- David RairdenDestination Wealth Management · Certified Financial Planner
- Kelly M. RandallBurton Enright Welch · Certified Financial Planner
- Steven M. RavlinLPL Financial LLC · Certified Financial Planner
- Hanna ReadyMariner · Certified Financial Planner
- Stephanie N. RichmanEp Wealth Advisors · Certified Financial Planner
- John P. RohanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Benjamin B. RoseRaymond James & Associates, Inc. · Certified Financial Planner
- Richard D. RussellWells Fargo Clearing Services, LLC · Certified Financial Planner
- Paul J. SaadCollabria Capital, Inc. · Certified Financial Planner
- Matthew R. SagersMML Investors Services, LLC · Certified Financial Planner
- Malia L. Salas RussellDestination Wealth Management · Certified Financial Planner
- Jessica L. SchaferJ.P. King Advisors, Inc. · Certified Financial Planner
- Joshua C. SchefersValley Wealth Strategies, LLC · Certified Financial Planner
- Robert M. SchneiderUBS Financial Services Inc. · Certified Financial Planner
- Allison SchwarzWells Fargo Clearing Services, LLC · Certified Financial Planner
- Lori E. ShermanAllworth Financial, L.P. · Certified Financial Planner
- Eric M. SmithMission Wealth Management, LP · Certified Financial Planner
- Regan S. SmithFocus Partners Wealth, LLC · Certified Financial Planner
- Alina SohngFocus Partners Wealth, LLC · Certified Financial Planner
- Jonathan B. SpectorEp Wealth Advisors · Certified Financial Planner
- Adam D. SpiegelmanSpiegelman Wealth Management, Inc. · Certified Financial Planner
- Kristin M. Stansbury FlaianiRBC Securities, Inc. · Certified Financial Planner
- Jeanne S. SuhDestination Wealth Management · Certified Financial Planner
- Eric R. SwensenFocus Partners Wealth, LLC · Certified Financial Planner
- Phillip K. SwensonMercer Global Advisors Inc. · Certified Financial Planner
- Jourdan Erik S. SyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- David G. SylvesterCavu Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Christina K. TalbotMercer Global Advisors Inc. · Certified Financial Planner
- Travis R. TamWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jason A. TerhuneCapital Advantage, Inc. · Certified Financial Planner
- Dustin R. TongDestination Wealth Management · Certified Financial Planner
- Howard H. TongWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew K. TraubMariner · Certified Financial Planner, Chartered Financial Analyst
- Daniel TsaiPrime Capital Financial · Certified Financial Planner
- Kathryn S. TuemmlerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Lisa D. TuemmlerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jeanette S. UrrutiaBeacon Pointe Advisors, LLC · Certified Financial Planner
- Byron E. VallesMission Wealth Management, LP · Certified Financial Planner
- Gregory R. Van KesterenPrivate Advisor Group, LLC · Certified Financial Planner
- David A. VenturaMercer Global Advisors Inc. · Certified Financial Planner
- Marc A. VeraTerrafirma Wealth Partners · Certified Financial Planner
- Taylor WanUBS Financial Services Inc. · Certified Financial Planner
- Yisha WangEmpirical Wealth Management · Certified Financial Planner
- Gary WattsCoppell Advisory Solutions LLC · Certified Financial Planner
- Jeremy A. WelchBurton Enright Welch · Certified Financial Planner
- Casey WestAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Analyst
- Gregory R. WilliamsMML Investors Services, LLC · Certified Financial Planner
- Benjamin Y. WongCetera Investment Advisers LLC · Certified Financial Planner
- David D. Woodworth Jr.Strategic Advisers LLC · Certified Financial Planner
- Graham K. WrightOsaic Institutions, Inc. · Certified Financial Planner
- Xiuhua XuDestination Wealth Management · Certified Financial Planner
- Jennifer L. YacoubeFocus Partners Wealth, LLC · Certified Financial Planner
- Anat N. YoderYoder Wealth Management · Certified Financial Planner
- Michael D. YoderYoder Wealth Management · Certified Financial Planner
- Michael A. YoshikamiDestination Wealth Management · Certified Financial Planner
- Geoffrey M. ZimmermanIntegrated Advisors Network LLC · Certified Financial Planner
- Evelyn ZukDestination Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Walnut Creek
Destination Wealth Management 18Wells Fargo Clearing Services, LLC 17Mercer Global Advisors Inc. 8Raymond James & Associates, Inc. 8Earned Wealth Advisors, LLC 6Focus Partners Wealth, LLC 6LPL Financial LLC 6UBS Financial Services Inc. 6Burton Enright Welch 5MML Investors Services, LLC 5Mariner 5Allworth Financial, L.P. 4Cetera Investment Advisers LLC 4Charles Schwab & Co., Inc. 4Osaic Wealth, Inc. 4
CFP advisors in other California cities
All of California →San Diego 645San Francisco 422Los Angeles 359Newport Beach 242Irvine 224Torrance 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 40Menlo Park 39
Questions
How many CFP financial advisors are in Walnut Creek, CA?
190 SEC-registered investment adviser representatives at firm offices in Walnut Creek, California list the CFP designation; Destination Wealth Management employs the most of them (18).
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 Walnut Creek?
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.