Ways to browse CFP®-certified advisors serving Berkeley, CA

Pick a specialty to browse more CFP®-certified advisors serving Berkeley, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	713
Executive	463
Retired	434
Private / alternative investments	369
Wealth management	367
Retirement plans for business owners (SEP, solo 401k)	304
Tax-loss harvesting	270
Options & derivatives strategies	205
General retirement planning	183
ESG / Sustainable investing	177
College savings (529s, UTMA, etc.)	165
Concentrated stock management	154
Cash flow / budgeting	145
Retirement income strategy	143
Charitable giving & philanthropy	137
Active portfolio management	131
Real estate investing	108
Annuities	96
General estate planning guidance	85
Business exit / sale strategy	77
Approaching retirement	76
Passive / index investing	69
Established Professionals	62
General tax planning	62
Income planning	62
Mid-Career Professionals	54
Equity compensation tax strategy	45
HENRY (High Earners, Not Rich Yet)	43
Long-term care insurance	43
Divorce financial planning	39
Social Security optimization	38
Debt management	34
Business succession planning	33
Women Professionals	29
Business ownership considerations	28
Equity Recipients (RS/RSU, SOP, ESPP)	27
Multi-generational wealth transfer	26
Values-based investing	22
Financial Professional	21
Retirement withdrawal strategies	21
Factor investing / smart beta	17
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	17
Self-Employed	14
Planning for children with special needs	13
Tax strategies for small businesses	13
Doctor or Medical Professional	12
Family Business	12
Technology Professional	11
Life insurance needs analysis	9
Stock option exercise strategy	9
Disability insurance	7
Retired	6
Charitable giving tax strategies	5
Parents	5
Business sale tax planning	4
Intergenerational Families	4
Young Professionals	4
Liquidity event planning	3
Sandwich Generation	3
Women's Finance	3

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