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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Santa Rosa, CA

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

10 ChFC holders work in Santa Rosa; the most are at LPL Financial LLC (5). 7 are also registered broker representatives.

ChFC advisors in Santa Rosa, A to Z

Every advisor in Santa Rosa →
  • Christopher L. ArnoldLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Noah K. BeecherDiversify Advisory Services, LLC · Chartered Financial Consultant
  • David K. BrownLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Mark P. DunnEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Michael J. HallCore Wealth Partners LLC · Certified Financial Planner, Chartered Financial Consultant
  • Deborah A. HurwiczMadson Wealth Advisors Inc. · Chartered Financial Consultant
  • Ute Scott-SmithLPL Financial LLC · Chartered Financial Consultant
  • Alexander J. StanciuState Farm Investment Management Corp. · Chartered Financial Consultant
  • Michael E. TomrenLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • David K. Wood Jr.LPL Financial LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Santa Rosa

LPL Financial LLC 5Advisor Resource Council 1Core Wealth Partners LLC 1Diversify Advisory Services, LLC 1Edward Jones 1Madson Wealth Advisors Inc. 1State Farm Investment Management Corp. 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 10Carlsbad 9Folsom 9Pasadena 9Glendale 8Oakland 8Pleasanton 8Redding 8Sacramento 8

Questions

How many ChFC financial advisors are in Santa Rosa, CA?

10 SEC-registered investment adviser representatives at firm offices in Santa Rosa, California list the ChFC designation; LPL Financial LLC employs the most of them (5).

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 Santa Rosa?

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.