Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Who Was Supposed to Check the $977?WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch up

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Temecula, CA

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

7 ChFC holders work in Temecula; the most are at State Farm Investment Management Corp. (3). 7 are also registered broker representatives.

ChFC advisors in Temecula, A to Z

Every advisor in Temecula →

Firms with the most ChFC holders in Temecula

State Farm Investment Management Corp. 3Edward Jones 2Wells Fargo Clearing Services, LLC 2

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 Temecula, CA?

7 SEC-registered investment adviser representatives at firm offices in Temecula, California list the ChFC designation; State Farm Investment Management Corp. employs the most of them (3).

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 Temecula?

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.