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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Palo Alto, CA

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

3 ChFC holders work in Palo Alto; the most are at Cetera Investment Advisers LLC (1). 3 are also registered broker representatives.

ChFC advisors in Palo Alto, A to Z

Every advisor in Palo Alto →
  • Jeenchen ChenCetera Investment Advisers LLC · Chartered Financial Consultant
  • Calvin ShiuWells Fargo Clearing Services, LLC · Chartered Financial Consultant
  • Jermaine R. WilliamsStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Palo Alto

Cetera Investment Advisers LLC 1Strategic Advisers LLC 1Wells Fargo Clearing Services, 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 Palo Alto, CA?

3 SEC-registered investment adviser representatives at firm offices in Palo Alto, 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 Palo Alto?

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.