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Cerity Partners Retirement Plan Consultants financial advisors in California
Every SEC-registered investment adviser representative at a Cerity Partners Retirement Plan Consultants office in California, by city and A to Z.
The short answer
15 registered advisors work at Cerity Partners Retirement Plan Consultants in California, out of 81 nationwide; it's the firm's number 2 state by advisors, and the most are in Los Angeles (3). 9 list the CFP designation and 0 are also registered broker representatives.
Cerity Partners Retirement Plan Consultants advisors by city in California
Every firm in California →Los Angeles 3Palo Alto 2Redwood City 2San Francisco 2Avila Beach 1Mill Valley 1Pasadena 1San Diego 1San Jose 1Santa Barbara 1
Cerity Partners Retirement Plan Consultants advisors in California, A to Z
Search by name →- Christopher K. AkamineMill Valley · Certified Financial Planner
- Mark B. BransonPalo Alto · Chartered Financial Analyst
- Joshua F. CarrollSan Jose · Certified Financial Planner
- Patrick D. CorriganAvila Beach · Certified Financial Planner
- Miguel A. De La LuzLos Angeles
- Bradford W. DinsmorePalo Alto
- Jennifer L. EllisonRedwood City · Chartered Financial Analyst
- Samuel V. GarciaLos Angeles · Certified Financial Planner
- Kate E. KittingerLos Angeles
- Kristen E. KochSanta Barbara · Certified Financial Planner
- Aram J. SchottsPasadena · Certified Financial Planner
- Michelle E. SotoRedwood City · Certified Financial Planner
- Myles A. VanderweeleSan Francisco · Certified Financial Planner
- Erick D. Von BergeSan Diego
- Aaron P. WaxmanSan Francisco · Certified Financial Planner
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Cerity Partners Retirement Plan Consultants in other states
Questions
How many Cerity Partners Retirement Plan Consultants financial advisors are in California?
15 investment adviser representatives are registered at Cerity Partners Retirement Plan Consultants offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 81 at the firm nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Cerity Partners Retirement Plan Consultants have the most advisors?
Los Angeles, with 3, then Palo Alto (2). Cerity Partners Retirement Plan Consultants has advisors in 10 cities in California.
How do I check a Cerity Partners Retirement Plan Consultants advisor in California?
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, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cerity Partners Retirement Plan Consultants office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.