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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in San Rafael, CA

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

22 ChFC holders work in San Rafael; the most are at Global Retirement Partners LLC (12). 18 are also registered broker representatives.

ChFC advisors in San Rafael, A to Z

Every advisor in San Rafael →
  • Gregory BabcockGlobal Retirement Partners LLC · Chartered Financial Consultant
  • Kristi K. BakerGlobal Retirement Partners LLC · Chartered Financial Consultant
  • James W. BarnettGlobal Retirement Partners LLC · Chartered Financial Consultant
  • Lee V. BethelGlobal Retirement Partners LLC · Chartered Financial Consultant
  • Robert Clements Jr.Global Retirement Partners LLC · Chartered Financial Consultant
  • Jesse G. Dogillo Jr.McClurg Capital Corporation · Certified Financial Planner, Chartered Financial Consultant
  • Lisa R. Elkins-ReuterState Farm Investment Management Corp. · Chartered Financial Consultant
  • Charles D. EpsteinGlobal Retirement Partners LLC · Chartered Financial Consultant
  • Philip J. FogliGlobal Retirement Partners LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael S. GoldPrincipal Securities, Inc. · Chartered Financial Consultant
  • Robert P. Gottschling Jr.Global Retirement Partners LLC · Chartered Financial Consultant
  • Stephen R. KaramGlobal Retirement Partners LLC · Chartered Financial Consultant
  • Kirk M. LudwigWesthill Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Gustave R. OzagWestend Capital Management, LLC. · Certified Financial Planner, Chartered Financial Consultant
  • Lenore J. RostoniLPL Financial LLC · Chartered Financial Consultant
  • Michael J. SabolGlobal Retirement Partners LLC · Chartered Financial Consultant
  • Jason T. StanfieldGlobal Retirement Partners LLC · Chartered Financial Consultant
  • Matthew F. TaddeiWesthill Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Robert P. WermuthGlobal Retirement Partners LLC · Certified Financial Planner, Chartered Financial Consultant
  • Steven C. WightM Holdings Securities, Inc. · Chartered Financial Consultant
  • Daniel W. WorthingtonStonebridge Financial Group · Chartered Financial Consultant
  • Andrew A. ZittellThe Wealth Consulting Group · Chartered Financial Consultant

Firms with the most ChFC holders in San Rafael

Global Retirement Partners LLC 12Westhill Financial Advisors, Inc. 2LPL Financial LLC 1M Holdings Securities, Inc. 1McClurg Capital Corporation 1Principal Securities, Inc. 1State Farm Investment Management Corp. 1Stonebridge Financial Group 1The Wealth Consulting Group 1Westend Capital Management, LLC. 1

ChFC advisors in other California cities

All of California →

San Diego 98San Francisco 47Los Angeles 45Irvine 42Newport Beach 37San Jose 25Walnut Creek 25Roseville 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 Rafael, CA?

22 SEC-registered investment adviser representatives at firm offices in San Rafael, California list the ChFC designation; Global Retirement Partners LLC employs the most of them (12).

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 Rafael?

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.