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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Mission Viejo, CA

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

The short answer

4 ChFC holders work in Mission Viejo; the most are at Bright Wealth Advisors, LLC (1). 3 are also registered broker representatives.

ChFC advisors in Mission Viejo, A to Z

Every advisor in Mission Viejo →
  • Kelly C. BrennanState Farm Investment Management Corp. · Chartered Financial Consultant
  • Mark F. DonahueFinancial Management Network Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Henry L. HoangBright Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jason K. SomrakEdward Jones · Chartered Financial Consultant

Firms with the most ChFC holders in Mission Viejo

Bright Wealth Advisors, LLC 1Edward Jones 1Financial Management Network Inc. 1State Farm Investment Management Corp. 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 Mission Viejo, CA?

4 SEC-registered investment adviser representatives at firm offices in Mission Viejo, California list the ChFC designation; Bright Wealth Advisors, 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 Mission Viejo?

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.