Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Westlake Village, CA
Every SEC-registered financial advisor at a firm office in Westlake Village who lists the Certified Financial Planner designation, A to Z.
The short answer
96 CFP professionals work in Westlake Village; the most are at LPL Financial LLC (13). 48 are also registered broker representatives.
CFP advisors in Westlake Village, A to Z
Every advisor in Westlake Village →- Kamie L. AbrahamLPL Financial LLC · Certified Financial Planner
- Jason R. ArtofLPL Financial LLC · Certified Financial Planner
- Mohsen BabaeianWells Fargo Clearing Services, LLC · Certified Financial Planner
- Todd G. BarnesWells Fargo Clearing Services, LLC · Certified Financial Planner
- Tatiana L. BarryEdward Jones · Certified Financial Planner
- Brandon M. BermanTotal Wealth Services, LLC · Certified Financial Planner
- Shaun M. BeyrerLPL Financial LLC · Certified Financial Planner
- Mark J. BinderOne Capital Management, LLC · Certified Financial Planner
- Grant E. BlindburyFmb Wealth Management · Certified Financial Planner
- John BotrousAmeriprise Financial Services, LLC · Certified Financial Planner
- Hannah E. BoundySherwood Financial Partners, LLC · Certified Financial Planner, Chartered Financial Analyst
- Nicholis BowserKestra Private Wealth Services, LLC · Certified Financial Planner
- Scott K. BrooksBrooks Wealth Management · Certified Financial Planner
- David L. BryantStrava Financial, LLC · Certified Financial Planner
- Sandra L. BublitzAlliance Advisory & Securities, LLC · Certified Financial Planner
- Ryan F. BurkeLPL Financial LLC · Certified Financial Planner
- Brandon J. ButlerMorgan Stanley · Certified Financial Planner
- Kenneth C. ButlerButler Financial Services, Ltd. · Certified Financial Planner
- Brian E. CanningBrave New Wealth · Certified Financial Planner
- Aura L. CarmiStratos Wealth Advisors LLC · Certified Financial Planner
- Seth C. CataneseManchester Financial Inc. · Certified Financial Planner
- Sheri Ann T. Chang YamaguchiOne Capital Management, LLC · Certified Financial Planner
- Bradley D. ChapmanOpus Private Wealth Group, LLC · Certified Financial Planner
- Michael J. ChisickOne Capital Management, LLC · Certified Financial Planner
- Dennis M. ClappJ.P. Morgan Securities LLC · Certified Financial Planner
- Jon W. Courtney Jr.Village Wealth Advisors · Certified Financial Planner
- Glenn A. CrawfordLPL Financial LLC · Certified Financial Planner
- Yvonne A. DarbySherwood Financial Partners, LLC · Certified Financial Planner
- Matthew G. DavisSherwood Financial Partners, LLC · Certified Financial Planner
- Ravi DavisHippocratic Financial Advisors · Certified Financial Planner
- Kevin T. DeeganOsaic Wealth, Inc. · Certified Financial Planner
- Jennifer A. DuarteMorgan Stanley · Certified Financial Planner
- Robert S. FentonLPL Financial LLC · Certified Financial Planner
- Debra A. FieldsFmb Wealth Management · Certified Financial Planner
- Jeremy J. FieldsFmb Wealth Management · Certified Financial Planner
- Theodore J. FischerFischer Investment Strategies, LLC · Certified Financial Planner
- Douglas Y. FrankWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Diane M. GalvinUBS Financial Services Inc. · Certified Financial Planner
- Jon M. GladstoneMML Investors Services, LLC · Certified Financial Planner
- Peyton D. GloverLPL Financial LLC · Certified Financial Planner
- Abby E. GoldsteinLPL Financial LLC · Certified Financial Planner
- Ryan K. GunnWealthcare Advisory Partners LLC · Certified Financial Planner
- Guillermo Gutierrez Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Eric J. HamelOne Capital Management, LLC · Certified Financial Planner
- Christopher R. HardtEdward Jones · Certified Financial Planner
- Benjamin J. HillWealth Enhancement & Preservation, Inc. · Certified Financial Planner
- Tad E. JakesMfac Financial Advisors, Inc. · Certified Financial Planner
- Robert J. KayAmeriprise Financial Services, LLC · Certified Financial Planner
- Richard H. KoffAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Alissa A. KroegerCooper McManus · Certified Financial Planner
- Vance A. LavizzoAlliance Advisory & Securities, LLC · Certified Financial Planner
- Brian K. LeeMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Alan D. LitvakLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Ethel LopezWells Fargo Clearing Services, LLC · Certified Financial Planner
- James L. Losey Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Adriane V. LoweThe Wealth Consulting Group · Certified Financial Planner, Chartered Financial Consultant
- Kyle W. LundbergEdward Jones · Certified Financial Planner
- John P. MabiniOne Capital Management, LLC · Certified Financial Planner
- Jaclyn E. MercerLPL Financial LLC · Certified Financial Planner
- Evan Z. MillerUBS Financial Services Inc. · Certified Financial Planner
- Stephen T. MinihanCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Daniel L. MockFmb Wealth Management · Certified Financial Planner
- Laura J. NavarroManchester Financial Inc. · Certified Financial Planner
- Scott D. NelsonLPL Financial LLC · Certified Financial Planner
- John L. NielsenCetera Investment Advisers LLC · Certified Financial Planner
- James H. NitchkeOne Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Daniel NovakWilliams & Novak Wealth Management, LLC · Certified Financial Planner
- Veronica OsmonovAdvisor Share Wealth Management, LLC · Certified Financial Planner
- Hoby D. PearceAlliance Advisory & Securities, LLC · Certified Financial Planner
- Jeffrey L. PrinceLPL Financial LLC · Certified Financial Planner
- Jon A. RehurekAlliance Advisory & Securities, LLC · Certified Financial Planner
- Antonio RheeOne Capital Management, LLC · Certified Financial Planner
- Gaylord W. RohloffLPL Financial LLC · Certified Financial Planner
- Marsha L. RoubidouxZephyr Wealth Management · Certified Financial Planner
- Kendyl L. RoundtreeEquitable Advisors, LLC · Certified Financial Planner
- Charles M. Russo Jr.Classic Financial · Certified Financial Planner
- Paul K. SanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Randall P. Sanada Jr.Alliance Advisory & Securities, LLC · Certified Financial Planner
- Zachary SchearFarmers Asset Management, LLC · Certified Financial Planner
- Brandi L. SchnathorstUBS Financial Services Inc. · Certified Financial Planner
- James P. SeluOneseven · Certified Financial Planner
- Benjamin R. SimondsAlliance Advisory & Securities, LLC · Certified Financial Planner
- Ashley SmithWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jennifer K. StrongKate Capital Group · Certified Financial Planner
- Emily M. SwanAlliance Advisory & Securities, LLC · Certified Financial Planner
- Eric E. SwansonOne Capital Management, LLC · Certified Financial Planner
- Jason E. ThomasOne Capital Management, LLC · Certified Financial Planner
- Alan S. ToresUBS Financial Services Inc. · Certified Financial Planner
- Christopher J. TylerAlliance Advisory & Securities, LLC · Certified Financial Planner
- Andrew M. Van TreeckHippocratic Financial Advisors · Certified Financial Planner
- Nayivi V. VelezVillage Wealth Advisors · Certified Financial Planner
- Matthew WilliamsAmeriprise Financial Services, LLC · Certified Financial Planner
- James L. WisdomAdvisor Share Wealth Management, LLC · Certified Financial Planner
- Elana YaffeVicus Capital, Inc. · Certified Financial Planner
- Thomas J. YoonAmeriprise Financial Services, LLC · Certified Financial Planner
- Gustavo R. Zarate Jr.Commonwealth Financial Network · Certified Financial Planner
Firms with the most CFP professionals in Westlake Village
LPL Financial LLC 13One Capital Management, LLC 9Alliance Advisory & Securities, LLC 8Ameriprise Financial Services, LLC 5Fmb Retirement Services 4Fmb Wealth Management 4UBS Financial Services Inc. 4Wells Fargo Clearing Services, LLC 4Edward Jones 3Indivisible Partners 3Osaic Wealth, Inc. 3Sherwood Financial Partners, LLC 3Advisor Share Wealth Management, LLC 2Hippocratic Financial Advisors 2MML Investors Services, LLC 2
CFP advisors in other California cities
All of California →San Diego 645San Francisco 422Los Angeles 359Newport Beach 242Irvine 224Walnut Creek 190Torrance 149Pasadena 108San Jose 104Santa 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 Westlake Village, CA?
96 SEC-registered investment adviser representatives at firm offices in Westlake Village, California list the CFP designation; LPL Financial LLC employs the most of them (13).
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 Westlake Village?
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.