Ways to browse CFP®-certified advisors serving Aurora, CO

Pick a specialty to browse more CFP®-certified advisors serving Aurora, CO.

Browse by specialty

Find advisors serving Aurora, CO who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	786
Executive	524
Retired	492
Wealth management	468
Tax-loss harvesting	353
Retirement plans for business owners (SEP, solo 401k)	351
Private / alternative investments	320
Retirement income strategy	252
Options & derivatives strategies	241
College savings (529s, UTMA, etc.)	232
Active portfolio management	229
General retirement planning	191
ESG / Sustainable investing	177
Passive / index investing	153
Business exit / sale strategy	134
Charitable giving & philanthropy	133
Cash flow / budgeting	126
Concentrated stock management	98
Self-Employed	98
Real estate investing	95
Approaching retirement	75
Annuities	67
Established Professionals	67
General estate planning guidance	66
Income planning	62
Social Security optimization	60
Women Professionals	50
General tax planning	49
HENRY (High Earners, Not Rich Yet)	49
Debt management	45
Multi-generational wealth transfer	45
Business ownership considerations	38
Mid-Career Professionals	36
Retirement withdrawal strategies	35
Business succession planning	30
Divorce financial planning	29
Equity compensation tax strategy	28
Long-term care insurance	27
Values-based investing	24
Professional Athlete	18
Dentist	17
Financial Professional	17
Tax strategies for small businesses	15
Equity Recipients (RS/RSU, SOP, ESPP)	12
Stock option exercise strategy	11
Charitable giving tax strategies	10
Divorced	10
Young Professionals	10
Doctor or Medical Professional	8
Life insurance needs analysis	8
Roth conversion strategy	8
Medicare planning	7
Military & Veterans	7
Educators, Teachers, and Academics	6
Liquidity event planning	6
Technology Professional	6
Intergenerational Families	5
Women's Finance	5
Business sale tax planning	4
Family Business	4
Religious/faith focused	4

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