Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in California
Every SEC-registered financial advisor in California who lists the Chartered Financial Consultant designation, by city.
The short answer
1,071 ChFC holders work in California; the most are in San Diego (98).
Cities in California with ChFC holders
Every advisor in California →San Diego 98San Francisco 47Los Angeles 45Irvine 42Newport Beach 37San Jose 25Walnut Creek 25San Rafael 22Roseville 18San Ramon 15Torrance 15Bakersfield 13Westlake Village 13Santa Barbara 12Anaheim 11Fresno 10Santa Rosa 10Carlsbad 9Folsom 9Pasadena 9Glendale 8Oakland 8Pleasanton 8Redding 8Sacramento 8Calabasas 7Temecula 7Thousand Oaks 7Tustin 7Burbank 6Campbell 6Cupertino 6Huntington Beach 6Modesto 6San Mateo 6Visalia 6Woodland Hills 6Beverly Hills 5Chico 5El Dorado Hills 5El Segundo 5Fremont 5Livermore 5Murrieta 5Orange 5Pleasant Hill 5Redwood City 5Riverside 5Santa Monica 5Stockton 5Berkeley 4Carpinteria 4Castro Valley 4Concord 4Costa Mesa 4Danville 4Del Mar 4Encino 4Fairfield 4Laguna Niguel 4Mission Viejo 4Novato 4Palm Desert 4San Luis Obispo 4Valencia 4Ventura 4Yorba Linda 4Agoura Hills 3Arcadia 3Camarillo 3Clovis 3Corona 3Davis 3Downey 3Elk Grove 3Escondido 3Eureka 3Granite Bay 3La Jolla 3Laguna Beach 3Laguna Hills 3Lake Forest 3Lodi 3Long Beach 3Los Gatos 3Manhattan Beach 3Mill Valley 3Monterey 3Mountain View 3Newbury Park 3Oceanside 3Palo Alto 3Poway 3Rancho Santa Fe 3Redlands 3Rohnert Park 3Sandiego 3Santa Ana 3Sonoma 3Sunnyvale 3
189 smaller places with one or two ChFC holders are in the advisor search.
ChFC advisors in other states
New YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska
Questions
How many ChFC financial advisors are in California?
1,071 SEC-registered investment adviser representatives in California list the ChFC designation; the most work in San Diego (98).
What is a ChFC?
ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.
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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.