Ways to browse CFP®-certified advisors serving Bellevue, WA

Pick a specialty to browse more CFP®-certified advisors serving Bellevue, WA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	534
Executive	426
Wealth management	344
Private / alternative investments	258
Retired	254
Retirement plans for business owners (SEP, solo 401k)	240
Tax-loss harvesting	226
Retirement income strategy	196
General retirement planning	144
Business exit / sale strategy	140
General estate planning guidance	124
Active portfolio management	120
Charitable giving & philanthropy	112
Options & derivatives strategies	106
College savings (529s, UTMA, etc.)	101
Multi-generational wealth transfer	95
Real estate investing	95
Cash flow / budgeting	94
ESG / Sustainable investing	94
Concentrated stock management	76
Income planning	71
Approaching retirement	70
Established Professionals	69
Passive / index investing	49
Annuities	42
HENRY (High Earners, Not Rich Yet)	39
Mid-Career Professionals	39
Business succession planning	38
Social Security optimization	37
Business ownership considerations	35
Long-term care insurance	29
Retirement withdrawal strategies	28
General tax planning	26
Equity Recipients (RS/RSU, SOP, ESPP)	21
Divorce financial planning	19
Factor investing / smart beta	18
Financial Professional	18
Equity compensation tax strategy	16
Values-based investing	16
Debt management	15
Life insurance needs analysis	15
Self-Employed	15
Technology Professional	13
Tax strategies for small businesses	9
Young Families	6
Charitable giving tax strategies	5
Divorced	5
Young Professionals	5
Women's Finance	4
Educators, Teachers, and Academics	3
FIRE (Financial Independence Retire Early)	3

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