Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in San Ramon, CA
Every SEC-registered financial advisor at a firm office in San Ramon who lists the Chartered Financial Consultant designation, A to Z.
15 ChFC holders work in San Ramon; the most are at California Financial Advisors (4). 9 are also registered broker representatives.
ChFC advisors in San Ramon, A to Z
Every advisor in San Ramon →- Robert L. AveyRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
- Harry BonnCetera Investment Advisers LLC · Chartered Financial Consultant
- John A. CordanoCalifornia Financial Advisors · Chartered Financial Consultant
- Louis I. DagenAuspicious Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey R. GallLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Anna S. HongNew Insight Wealth Advisors · Chartered Financial Consultant
- Paul H. HongState Farm Investment Management Corp. · Chartered Financial Consultant
- John IsraelStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Scott P. KelleyBrooker Wealth Management · Chartered Financial Consultant
- Thomas M. KellyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jonathan J. LeeOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Donn S. LevineCetera Investment Advisers LLC · Chartered Financial Consultant
- Michael F. MaloonCalifornia Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
- Thomas J. PowersCalifornia Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
- Raymond M. TanCalifornia Financial Advisors · Chartered Financial Consultant
Firms with the most ChFC holders in San Ramon
California Financial Advisors 4Cetera Investment Advisers LLC 2Raymond James Financial Services Advisors, Inc. 2Auspicious Financial Planning, LLC 1Brooker Wealth Management 1Integrity Alliance, LLC. 1LPL Financial LLC 1New Insight Wealth Advisors 1Osaic Wealth, Inc. 1State Farm Investment Management Corp. 1Strategic Advisers LLC 1The Wealth Consulting Group 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 18Torrance 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 Ramon, CA?
15 SEC-registered investment adviser representatives at firm offices in San Ramon, California list the ChFC designation; California Financial Advisors employs the most of them (4).
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 Ramon?
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.