Financial advisors in Lafayette, CA

23 match

Amanda Walker
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anita Singh
Financial advisor at Meridian Investment Counsel, Inc.
Meridian Investment Counsel, Inc. · $723.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Argenis Biscardi Melendez
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bronwyn Shone
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Celia Sandel
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Bond
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Isabelle Alexander
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jaime Fukumae
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Gebhardt
Financial advisor at Gebhardt Group, Inc
Gebhardt Group, Inc · $346.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Janine Keeperman
Financial advisor at Gebhardt Group, Inc
Gebhardt Group, Inc · $346.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Borman
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Pera
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jerry Mosher
Financial advisor at American Investors Co
American Investors Co · $630.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Wallace
Financial advisor at Wallace Advisory Group, LLC
Wallace Advisory Group, LLC · $269.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Julie Hammerman
Financial advisor at Lens Investments
Lens Investments · $7.1M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Karla McAvoy
Financial advisor at The Mather Group, LLC
The Mather Group, LLC · $13.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luis Robles
Financial advisor at The Mather Group, LLC
The Mather Group, LLC · $13.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Monica Van Eck
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicole Hanson
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sally Jermain
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Dawson
Financial advisor at American Investors Co
American Investors Co · $630.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stewart McGuire
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Tom
Financial advisor at American Investors Co
American Investors Co · $630.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Lafayette, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Lafayette, CA.

How this list works

Before you hire an advisor in Lafayette, CA