Certified Financial Planner in Riverside, CA

Summary:

This is the hallmark planning credential, granted by the Certified Financial Planner Board of Standards. To receive this credential, the candidate must first have three years of financial planning experience and a bachelor's degree, or five years of financial planning experience. The candidate can also bypass the education requirement by holding one of the following designations: CPA, ChFC, CLU, CFA, Ph.D. in business or economics, or be an attorney (final exam must still be taken). After completing a final certification exam, the advisor must follow up with thirty hours of continued education every 2 years.


Issuing Organization:

Certified Financial Planner Board of Standards (CFP-Board)


Website:

www.cfp-board.org

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Premium Advisors Listing

Andrew Chabot MBA, CFP, Financial Advisor from Riverside, California Andrew Chabot MBA, CFP


(909) 660-7426
11810 Sebastian Way Suite 105,
Rancho Cucamonga, CA   91730
Distance : 14 miles

I am a local, independent, CERTIFIED FINANCIAL PLANNER and specialize in growing and more importantly preserving wealth for my clients. As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child's college education or help support a loved one. In addition, you must.......

John Borger, Financial Advisor from Riverside, California John Borger


(951) 816-6701
27192 Newport Rd., Suite 4,
Menifee, CA   92584
Distance : 26 miles

John believes that security comes from keeping his clients informed. In addition to reducing risk and optimizing performance, John has made his life long goal to help his clients prevent costly financial mistakes. John believes selecting quality investments and preventing unnecessary risks & losses is the mark of a good advisor. John and the oth.......

Other Advisors Listing

Joseph Lyons, Financial Advisor from Riverside, California Joseph Lyons
Hargrave & Associates LLC

3050 Chicago Ave.,
Suite 150,
Riverside, CA   92507

Hargrave & Associates LLC is a California registered investment advisor. We offer fee-based financial advice to individuals and businesses. Financial planning and investment management are offered .......