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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Torrance, CA

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

15 ChFC holders work in Torrance; the most are at Ep Wealth Advisors (7). 6 are also registered broker representatives.

ChFC advisors in Torrance, A to Z

Every advisor in Torrance →
  • Carlos A. BautistaEp Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Kevin L. BidenkapTortuga Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Daniel J. CloudCloud, Minturn & Associates, LLC · Chartered Financial Consultant
  • Daniel L. GracyAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Philip J. KaveshLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Adam R. KuleszaEp Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Kevin H. KuwaeState Farm Investment Management Corp. · Chartered Financial Consultant
  • Ronald J. MartinezState Farm Investment Management Corp. · Chartered Financial Consultant
  • Chad W. ParkerEp Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Amorjah T. RamosState Farm Investment Management Corp. · Chartered Financial Consultant
  • Fernando ReyesEp Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Rachel M. SeatonEp Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Darlene F. SwatikU.S. Bancorp Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • David W. TateEp Wealth Advisors · Chartered Financial Consultant
  • Erin D. VoisinEp Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Torrance

Ep Wealth Advisors 7State Farm Investment Management Corp. 3Ameriprise Financial Services, LLC 1Cloud, Minturn & Associates, LLC 1LPL Financial LLC 1Tortuga Wealth Management 1U.S. Bancorp Advisors, LLC 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 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 Torrance, CA?

15 SEC-registered investment adviser representatives at firm offices in Torrance, California list the ChFC designation; Ep Wealth Advisors employs the most of them (7).

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 Torrance?

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.