Browse all CFP®-certified advisors in Arizona

Every advisor below is licensed to work with clients in Arizona. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,586
Retired	1,025
Tax-loss harvesting	948
Wealth management	946
Executive	816
Retirement income strategy	610
Retirement plans for business owners (SEP, solo 401k)	507
College savings (529s, UTMA, etc.)	505
General retirement planning	456
ESG / Sustainable investing	415
Private / alternative investments	406
Options & derivatives strategies	347
Active portfolio management	343
HENRY (High Earners, Not Rich Yet)	265
Passive / index investing	261
Business exit / sale strategy	256
Self-Employed	238
Mid-Career Professionals	205
Cash flow / budgeting	186
General estate planning guidance	179
Charitable giving & philanthropy	175
Annuities	174
Real estate investing	153
Concentrated stock management	131
Income planning	116
Multi-generational wealth transfer	116
Business succession planning	103
Approaching retirement	99
Business ownership considerations	89
General tax planning	79
Established Professionals	69
Social Security optimization	59
Divorce financial planning	47
Retirement withdrawal strategies	45
Equity compensation tax strategy	36
Women Professionals	32
Debt management	30
Tax strategies for small businesses	29
Financial Professional	28
Life insurance needs analysis	23
Retired	23
Values-based investing	22
Long-term care insurance	21
Young Professionals	20
Equity Recipients (RS/RSU, SOP, ESPP)	18
Doctor or Medical Professional	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	3

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