Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Costa Mesa, CA

Every SEC-registered financial advisor at a firm office in Costa Mesa who lists the Chartered Financial Consultant designation, A to Z.

4 ChFC holders work in Costa Mesa; the most are at Cetera Investment Advisers LLC (1). 4 are also registered broker representatives.

ChFC advisors in Costa Mesa, A to Z

Every advisor in Costa Mesa →
  • Daniel E. DodgenCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Leland E. NortonEdward Jones · Chartered Financial Consultant
  • Brent A. RupnowLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Bruce P. StoneIndependent Financial Group, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Costa Mesa

Cetera Investment Advisers LLC 1Edward Jones 1Independent Financial Group, LLC 1LPL Financial LLC 1

ChFC advisors in other California cities

All of 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 8

Questions

How many ChFC financial advisors are in Costa Mesa, CA?

4 SEC-registered investment adviser representatives at firm offices in Costa Mesa, California list the ChFC designation; Cetera Investment Advisers LLC employs the most of them (1).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC in Costa Mesa?

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 ChFC 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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.