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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Cupertino, CA

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

The short answer

6 ChFC holders work in Cupertino; the most are at State Farm Investment Management Corp. (2). 5 are also registered broker representatives.

ChFC advisors in Cupertino, A to Z

Every advisor in Cupertino →
  • Sean K. AkiyamaInfinity 8 Investments, LLC · Chartered Financial Consultant
  • Catherine C. ChenState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jason L. HoozEagle Strategies LLC · Chartered Financial Consultant
  • Jason L. StefelyState Farm Investment Management Corp. · Chartered Financial Consultant
  • Chao Lin WoodCitigroup Global Markets Inc. · Chartered Financial Consultant
  • Qizhen XieMorgan Stanley · Chartered Financial Consultant

Firms with the most ChFC holders in Cupertino

State Farm Investment Management Corp. 2Citigroup Global Markets Inc. 1Eagle Strategies LLC 1Infinity 8 Investments, LLC 1Morgan Stanley 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 Cupertino, CA?

6 SEC-registered investment adviser representatives at firm offices in Cupertino, California list the ChFC designation; State Farm Investment Management Corp. employs the most of them (2).

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 Cupertino?

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.