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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Walnut Creek, CA

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

25 ChFC holders work in Walnut Creek; the most are at MML Investors Services, LLC (3). 12 are also registered broker representatives.

ChFC advisors in Walnut Creek, A to Z

Every advisor in Walnut Creek →
  • Raymond C. AbrahamCetera Investment Advisers LLC · Chartered Financial Consultant
  • Elisabeth M. AndreasonMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
  • Leonardo S. BojorquezAllworth Financial, L.P. · Chartered Financial Consultant
  • Peter M. BurtonBurton Enright Welch · Chartered Financial Consultant
  • Courtney I. ClakleyRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Joseph P. CurtisResolve Financial, LLC · Chartered Financial Consultant
  • Mark D. EricsonMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Thomas W. FritzeMML Investors Services, LLC · Chartered Financial Consultant
  • Thomas D. GoinsCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Frances I. Haranin TranaState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jessi HawkHawk Capital Wealth Management LLC · Chartered Financial Consultant
  • Michael W. LahlVista Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Stephen E. LahlVista Advisor Group, LLC · Chartered Financial Consultant
  • Gary L. LamusgaCetera Investment Advisers LLC · Chartered Financial Consultant
  • Stacey C. LiuTreehouse Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Auropuja MarkusEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Timothy B. MenezCapital Management Advisor Group, LLC · Chartered Financial Consultant
  • Ryan NoxonDestination Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Hyun Joo ParkMML Investors Services, LLC · Chartered Financial Consultant
  • Arthur W. PotterCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • James E. SmithStrategic Advocates, LLC · Chartered Financial Consultant
  • David E. SpencerLPL Financial LLC · Chartered Financial Consultant
  • Mary Ann SullivanMercer Global Advisors Inc. · Chartered Financial Consultant
  • Andrew C. VasquezMML Investors Services, LLC · Chartered Financial Consultant
  • Steven H. WayNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Walnut Creek

MML Investors Services, LLC 3Cambridge Investment Research Advisors, Inc. 2Cetera Investment Advisers LLC 2Mercer Global Advisors Inc. 2Vista Advisor Group, LLC 2Allworth Financial, L.P. 1Burton Enright Welch 1Capital Management Advisor Group, LLC 1Destination Wealth Management 1Edward Jones 1Hawk Capital Wealth Management LLC 1LPL Financial LLC 1Morgan Stanley 1Northwestern Mutual Investment Services, LLC 1Raymond James & Associates, Inc. 1

ChFC advisors in other California cities

All of California →

San Diego 98San Francisco 47Los Angeles 45Irvine 42Newport Beach 37San Jose 25San Rafael 22Roseville 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 Walnut Creek, CA?

25 SEC-registered investment adviser representatives at firm offices in Walnut Creek, California list the ChFC designation; MML Investors Services, LLC 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 Walnut Creek?

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.