Financial ADVSR advisor directory · SEC adviser records
Financial Alternatives, Inc. financial advisors in California
Every SEC-registered investment adviser representative at a Financial Alternatives, Inc. office in California, by city and A to Z.
The short answer
7 registered advisors work at Financial Alternatives, Inc. in California, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in La Jolla (7). 5 list the CFP designation and 0 are also registered broker representatives.
Financial Alternatives, Inc. advisors by city in California
Every firm in California →Financial Alternatives, Inc. advisors in California, A to Z
Search by name →- James A. FreemanLa Jolla · Certified Financial Planner
- Andrew R. HoffarthLa Jolla · Certified Financial Planner
- Christopher E. JaccardLa Jolla · Certified Financial Planner, Chartered Financial Analyst
- Marcelle E. KakoLa Jolla · Certified Financial Planner
- Pei-Shan E. LiLa Jolla · Certified Financial Planner
- Connor A. MackenzieLa Jolla
- William J. Tatis-FlanaganLa Jolla
Financial Alternatives, Inc. advisors in every state →Financial Alternatives, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Financial Alternatives, Inc. financial advisors are in California?
7 investment adviser representatives are registered at Financial Alternatives, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Financial Alternatives, Inc. have the most advisors?
La Jolla, with 7. Financial Alternatives, Inc. has advisors in 1 city in California.
How do I check a Financial Alternatives, Inc. 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 Financial Alternatives, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.