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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in San Francisco, CA

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

47 ChFC holders work in San Francisco; the most are at Farther (11). 19 are also registered broker representatives.

ChFC advisors in San Francisco, A to Z

Every advisor in San Francisco →
  • Frank L. BaldwinFarther · Certified Financial Planner, Chartered Financial Consultant
  • Alina G. BocuJordan Park Group LLC · Chartered Financial Consultant
  • David J. BromeierFarther · Chartered Financial Consultant
  • Rachel CarrEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael E. CearFarther · Chartered Financial Consultant
  • Alan G. ChanState Farm Investment Management Corp. · Chartered Financial Consultant
  • Alexander ChangLifeworks Advisors, LLC · Chartered Financial Consultant
  • Michael C. ClarkNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Michael T. CoholanHilltop Advisors, LLC · Chartered Financial Consultant
  • Corey T. CreelFarther · Certified Financial Planner, Chartered Financial Consultant
  • Patrick S. CrossEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Joseph J. DesipioWellington Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Robert J. Devalle Jr.Global Retirement Partners LLC · Chartered Financial Consultant
  • Elva Abril Espinoza JimenezRobertson Stephens · Chartered Financial Consultant
  • Eric C. FischerFarther · Certified Financial Planner, Chartered Financial Consultant
  • Brian P. FlemingFarther · Chartered Financial Consultant
  • Fillia FransiscaState Farm Investment Management Corp. · Chartered Financial Consultant
  • Traci E. HollanderState Farm Investment Management Corp. · Chartered Financial Consultant
  • Muhammed M. KaleelFarther · Chartered Financial Consultant
  • Chong L. KamCitigroup Global Markets Inc. · Chartered Financial Consultant
  • Christie S. KennettState Farm Investment Management Corp. · Chartered Financial Consultant
  • Frank R. LavinOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Kristor J. LawsonHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Janet LinState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jenny T. LuongState Farm Investment Management Corp. · Chartered Financial Consultant
  • Michael P. MaParallel Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jonathan G. MartinOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Rena T. MayOsaic Wealth, Inc. · Chartered Financial Consultant
  • Michael S. MillmanParallel Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jake S. NgState Farm Investment Management Corp. · Chartered Financial Consultant
  • William B. RamsdellRamsdell Capital Management, LLC · Chartered Financial Consultant
  • Kurt W. RauziDedicated Capital Advisors, LLC · Chartered Financial Consultant
  • Arrington J. Rhett Jr.Asset Dedication, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Alexandra O. SandbergOsborne Partners · Certified Financial Planner, Chartered Financial Consultant
  • Leonard S. SanfordFarther · Certified Financial Planner, Chartered Financial Consultant
  • Stella ShimSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Mary Z. Spellman BradyState Farm Investment Management Corp. · Chartered Financial Consultant
  • Bradly A. StevensFarther · Chartered Financial Consultant
  • Jacob E. StewartState Farm Investment Management Corp. · Chartered Financial Consultant
  • Bonnie SuveerachaimontianCerity Partners LLC · Chartered Financial Consultant
  • John E. TaylorPerigon Wealth Management, LLC · Chartered Financial Consultant
  • Richard J. ThomasPerigon Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Toan T. TieuState Farm Investment Management Corp. · Chartered Financial Consultant
  • Tyler D. WallWorld Investment Advisors, LLC · Chartered Financial Consultant
  • Joe E. Young Jr.Farther · Chartered Financial Consultant
  • Hailun X. ZhengJordan Park Group LLC · Chartered Financial Consultant
  • Ira C. ZitoFarther · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in San Francisco

Farther 11State Farm Investment Management Corp. 10Osaic Wealth, Inc. 3Jordan Park Group LLC 2Parallel Advisors, LLC 2Perigon Wealth Management, LLC 2Asset Dedication, LLC 1Cerity Partners LLC 1Citigroup Global Markets Inc. 1Dedicated Capital Advisors, LLC 1Eagle Strategies LLC 1Edward Jones 1Global Retirement Partners LLC 1Hightower Advisors, LLC 1Hilltop Advisors, LLC 1

ChFC advisors in other California cities

All of California →

San Diego 98Los 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 8Sacramento 8

Questions

How many ChFC financial advisors are in San Francisco, CA?

47 SEC-registered investment adviser representatives at firm offices in San Francisco, California list the ChFC designation; Farther employs the most of them (11).

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 San Francisco?

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.