Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP 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 says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Pleasant Hill, CA

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

5 ChFC holders work in Pleasant Hill; the most are at Citigroup Global Markets Inc. (1). 4 are also registered broker representatives.

ChFC advisors in Pleasant Hill, A to Z

Every advisor in Pleasant Hill →
  • Chelsea A. BrackettState Farm Investment Management Corp. · Chartered Financial Consultant
  • Joseph CarranoCitigroup Global Markets Inc. · Chartered Financial Consultant
  • Daniel A. GarfinKestra Advisory Services, LLC · Chartered Financial Consultant
  • Steven R. SerotteMML Investors Services, LLC · Chartered Financial Consultant
  • Tracy O. TamuraUnited Planners' Financial Services Of America A Limited Partner · Chartered Financial Consultant

Firms with the most ChFC holders in Pleasant Hill

Citigroup Global Markets Inc. 1Kestra Advisory Services, LLC 1MML Investors Services, LLC 1State Farm Investment Management Corp. 1United Planners' Financial Services Of America A Limited Partner 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 Pleasant Hill, CA?

5 SEC-registered investment adviser representatives at firm offices in Pleasant Hill, California list the ChFC designation; Citigroup Global Markets Inc. 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 Pleasant Hill?

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.