Financial ADVSR advisor directory · SEC adviser records
Superior Planning Wealth Management & Family Office financial advisors in California
Every SEC-registered investment adviser representative at a Superior Planning Wealth Management & Family Office office in California, by city and A to Z.
The short answer
13 registered advisors work at Superior Planning Wealth Management & Family Office in California, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in San Diego (13). 4 list the CFP designation and 9 are also registered broker representatives.
Superior Planning Wealth Management & Family Office advisors by city in California
Every firm in California →Superior Planning Wealth Management & Family Office advisors in California, A to Z
Search by name →- Joseph S. BauersSan Diego
- Patrick M. BowersSan Diego
- Susan J. FerrariSan Diego
- Ashley M. GagneSan Diego · Certified Financial Planner
- James C. GatesSan Diego
- Michael D. GeorgeSan Diego · Certified Financial Planner
- Zachary D. JonesSan Diego · Certified Financial Planner
- Louis LangeSan Diego
- Matthew P. LeightonSan Diego
- Jeffrey P. LovegrenSan Diego
- Heather C. RingSan Diego · Certified Financial Planner
- John W. Sedberry VSan Diego
- Kyle A. SmithSan Diego
Superior Planning Wealth Management & Family Office advisors in every state →Superior Planning Wealth Management & Family Office: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Superior Planning Wealth Management & Family Office financial advisors are in California?
13 investment adviser representatives are registered at Superior Planning Wealth Management & Family Office offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 4 list the CFP designation and 9 are also registered as broker representatives.
Where in California does Superior Planning Wealth Management & Family Office have the most advisors?
San Diego, with 13. Superior Planning Wealth Management & Family Office has advisors in 1 city in California.
How do I check a Superior Planning Wealth Management & Family Office 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 Superior Planning Wealth Management & Family Office office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.