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Designations / CFP® professionals

CFP® professionals in California

CERTIFIED FINANCIAL PLANNER™ professionals complete coursework, a comprehensive exam, experience requirements, and ongoing education, and commit to acting as fiduciaries when giving financial advice.

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6,467 advisors

LPL Financial
47yrs
Peter B Fink
Financial advisor
9635 Granite Ridge Dr, STE 100
San Diego, CA 92123
Top advisor for experience in San Diego
CFP®Top advisor for experience in San DiegoFiduciary
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Infinity Financial Services Advisory
47yrs
William Owen Wright
Financial advisor
212 9th Street Suite 202
Oakland, CA 94607
Top advisor for experience in Oakland
CFP®Top advisor for experience in OaklandFiduciary
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Kensington Ami
47yrs
Benjamin Lupu
Financial advisor
2600 West Olive AVE 5th Floor
Burbank, CA 91505
Top advisor for experience in Burbank
CFP®Top advisor for experience in BurbankFiduciary
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Ameriprise Financial Services
47yrs
Dennis James Kreiner
Financial advisor
505 Lomas Santa FE DR STE 150
Solana Beach, CA 92075
Top advisor for experience in Solana Beach
CFP®Top advisor for experience in Solana BeachFee-only firm
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Intelligent Investing
47yrs
Rory Craig Vanderheyden
Financial advisor
6200 Center St. Suite 240
Clayton, CA 94517
Top advisor for experience in Clayton
CFP®Top advisor for experience in ClaytonFee-only firm
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Mariner
46yrs
Russell Eric Charvonia
Financial advisor
58 N. ASH Street
Ventura, CA 93001
Top advisor for experience at Mariner
CFP®ChFCTop advisor for experience at Mariner
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Wells Fargo Advisors
46yrs
John Draper
Financial advisor
100 Spectrum Center DR STE 900 [satellite]
Irvine, CA 92618
Top 1% for experience in Irvine
CFP®Fiduciary
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Wells Fargo Advisors
46yrs
Michael Feland Budd
Financial advisor
8080 N Palm AVE STE 106
Fresno, CA 93711
Top 1% for experience in California
CFP®Fiduciary
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LPL Financial
46yrs
Linda Ann Walker
Financial advisor
1 World Trade Center 8th Floor
Long Beach, CA 90831
Top 1% for experience in California
CFP®FiduciaryFee-only firm
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D.a. Davidson &
46yrs
Daniel John Cairns
Financial advisor
2901 Douglas Blvd. Suite 255
Roseville, CA 95661
Top 1% for experience in Roseville
CFP®FiduciaryFee-only firm
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Entruity Wealth
46yrs
Bradley Calvin Barnes
Financial advisor
11601 Bolthouse Drive, Suite 120
Bakersfield, CA 93311
Top 1% for experience in California
CFP®FiduciaryFee-only firm
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Osaic Wealth
45yrs
John Michael Pacelli
Financial advisor
Alamo, CA
Top advisor for experience in Alamo
CFP®Top advisor for experience in AlamoFee-only firm
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Grealish Investment Counseling
45yrs
Kent Michael Grealish
Financial advisor
1710 South Amphlett Blvd Suite 117
San Mateo, CA 94402
Top 1% for experience in California
CFP®Fee-only firm
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Financial Sense Advisors
45yrs
James Joseph Puplava
Financial advisor
10920 VIA Frontera Suite 500
San Diego, CA 92127
Top advisor for experience at Financial Sense Advisors
CFP®Top advisor for experience at Financial Sense AdvisorsFee-only firm
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Perigon Wealth Management
45yrs
Paul Edward Drolson
Financial advisor
201 Mission Street Suite 1825
San Francisco, CA 94105
Top advisor for experience at Perigon Wealth Management
CFP®Top advisor for experience at Perigon Wealth ManagementFiduciary
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Park Avenue Securities
45yrs
Mark W Vannatta
Financial advisor
5280 Carroll Canyon Road Suite 300
San Diego, CA 92121
Top 1% for experience in San Diego
CFP®FiduciaryFee-only firm
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LPL Financial
45yrs
Steven Lee Van Houten
Financial advisor
2210 Encinitas Blvd. Ste. C
Encinitas, CA 92024
Top advisor for experience in Encinitas
CFP®Top advisor for experience in EncinitasFee-only firm
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Cetera Investment Advisers
45yrs
Dorothy Marguerite Belville
Financial advisor
30 Ryan Court STE 260
Monterey, CA 93940
Top 1% for experience at Cetera Investment Advisers
CFP®FiduciaryFee-only firm
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Osaic Wealth
44yrs
Stanley Bruno
Financial advisor
22954 EL Toro Road
Lake Forest, CA 92630
Top 1% for experience in California
CFP®Fee-only firm
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