Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Woodland Hills, CA
Every SEC-registered financial advisor at a firm office in Woodland Hills who lists the Certified Financial Planner designation, A to Z.
The short answer
43 CFP professionals work in Woodland Hills; the most are at LPL Financial LLC (5). 23 are also registered broker representatives.
CFP advisors in Woodland Hills, A to Z
Every advisor in Woodland Hills →- Vijay K. AhujaR-Tech Advisors, Inc. · Certified Financial Planner
- Aram AmiryanCharles Schwab & Co., Inc. · Certified Financial Planner
- Jeffrey D. BrechtPure Financial Advisors, LLC · Certified Financial Planner
- Carol A. CaseboltMercer Global Advisors Inc. · Certified Financial Planner
- Brett K. CicinelliConfluence Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Andre N. CoulombeCoulombe And Sons Wealth Management · Certified Financial Planner
- Jennifer L. DespainCetera Investment Advisers LLC · Certified Financial Planner
- Jeremy S. ForbisLincoln Investment · Certified Financial Planner
- Shannah L. GameShannah L. Compton, Cfp®, Mba · Certified Financial Planner
- Grant A. GochinRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jeffrey C. GoodrichLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Scott P. HansenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jeffrey A. HarwoodVentura Advisors · Certified Financial Planner, Chartered Financial Analyst
- Lisa E. HarwoodVentura Advisors · Certified Financial Planner
- Ryan O. HaslamLPL Financial LLC · Certified Financial Planner
- Gary A. HerschEquitable Advisors, LLC · Certified Financial Planner
- Mitchell H. HesenLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Steven H. HornsteinCetera Investment Advisers LLC · Certified Financial Planner
- A L. HudsonLPL Financial LLC · Certified Financial Planner
- Ruth HymesStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael W. JohnsMercer Global Advisors Inc. · Certified Financial Planner
- Ronnie A. KahnAccumulation Strategies · Certified Financial Planner
- Anthony S. KyberMorgan Stanley · Certified Financial Planner
- Zoran I. LozoMissionsquare Wealth Management · Certified Financial Planner
- Myles Malone-WrightStrategic Advisers LLC · Certified Financial Planner
- Bryan D. McDermottPure Financial Advisors, LLC · Certified Financial Planner
- Paul P. NelsonMariner · Certified Financial Planner
- Daniel PolyakovMercer Global Advisors Inc. · Certified Financial Planner
- Brian D. RaatWedbush Securities Inc. · Certified Financial Planner
- Amir A. RadJ.P. Morgan Securities LLC · Certified Financial Planner
- Pamela J. RietWells Fargo Clearing Services, LLC · Certified Financial Planner
- Lorenzo D. RileyMercer Global Advisors Inc. · Certified Financial Planner
- Jake H. RosenEdward Jones · Certified Financial Planner
- Alison M. RothMariner Independent · Certified Financial Planner, Chartered Financial Analyst
- Evan F. ShortenParagon Financial Partners · Certified Financial Planner
- Jeffrey E. SkogsberghLPL Financial LLC · Certified Financial Planner
- Shonty A. SpatolaPacific Oak Financial Planning LLC · Certified Financial Planner
- John H. SpergerEdelman Financial Engines · Certified Financial Planner
- Peter F. StokesPure Financial Advisors, LLC · Certified Financial Planner
- Anthony C. Velarde Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Rachel A. VivianMariner · Certified Financial Planner
- Robert L. Wheatley Jr.Sovran Advisors, LLC · Certified Financial Planner
- Nicholas J. WolfForefront · Certified Financial Planner
Firms with the most CFP professionals in Woodland Hills
LPL Financial LLC 5Mercer Global Advisors Inc. 4Pure Financial Advisors, LLC 3Cetera Investment Advisers LLC 2Hesen & Haslam 2Mariner 2Raymond James Financial Services Advisors, Inc. 2Strategic Advisers LLC 2Ventura Advisors 2Wells Fargo Clearing Services, LLC 2Accumulation Strategies 1Charles Schwab & Co., Inc. 1Confluence Capital Advisors, LLC 1Coulombe And Sons Wealth Management 1Edelman Financial Engines 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 Woodland Hills, CA?
43 SEC-registered investment adviser representatives at firm offices in Woodland Hills, California list the CFP designation; LPL Financial LLC employs the most of them (5).
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 Woodland Hills?
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.