Ways to browse CFP®-certified advisors serving Arizona

Pick a specialty to browse more CFP®-certified advisors serving Arizona.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,590
Retired	1,028
Wealth management	954
Tax-loss harvesting	952
Executive	823
Retirement income strategy	611
Retirement plans for business owners (SEP, solo 401k)	506
College savings (529s, UTMA, etc.)	504
General retirement planning	454
Private / alternative investments	415
ESG / Sustainable investing	414
Options & derivatives strategies	348
Active portfolio management	344
HENRY (High Earners, Not Rich Yet)	272
Passive / index investing	263
Business exit / sale strategy	256
Self-Employed	239
General estate planning guidance	214
Mid-Career Professionals	205
Cash flow / budgeting	185
Annuities	175
Charitable giving & philanthropy	173
Real estate investing	156
Concentrated stock management	133
Multi-generational wealth transfer	116
Income planning	115
General tax planning	105
Business succession planning	103
Business ownership considerations	88
Established Professionals	77
Social Security optimization	59
Approaching retirement	51
Divorce financial planning	47
Retirement withdrawal strategies	45
Equity compensation tax strategy	37
Women Professionals	31
Tax strategies for small businesses	30
Debt management	28
Financial Professional	28
Life insurance needs analysis	24
Retired	24
Values-based investing	22
Long-term care insurance	21
Young Professionals	21
Doctor or Medical Professional	17
Equity Recipients (RS/RSU, SOP, ESPP)	17
Factor investing / smart beta	17
Attorney	16
Married/Couples/Partners	15
Divorced	13
Liquidity event planning	12
Educators, Teachers, and Academics	10
Airline Pilot	8
Military & Veterans	8
Family Business	7
Religious/faith focused	7
Business Financial Management	6
Business sale tax planning	6
Charitable giving tax strategies	6
Disability insurance	6
Cross-border / expatriate tax planning	4
Professional Athlete	4
Technology Professional	4

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