Ways to browse Independent advisors serving Berkeley, CA

Pick a specialty to browse more Independent 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	783
Private / alternative investments	616
Options & derivatives strategies	594
Wealth management	556
Executive	506
Tax-loss harvesting	438
Active portfolio management	388
Retirement plans for business owners (SEP, solo 401k)	381
Concentrated stock management	331
ESG / Sustainable investing	294
General retirement planning	260
Real estate investing	223
Retired	215
Retirement income strategy	214
College savings (529s, UTMA, etc.)	210
Passive / index investing	197
Cash flow / budgeting	183
Charitable giving & philanthropy	174
Annuities	131
General tax planning	130
General estate planning guidance	112
Mid-Career Professionals	101
Income planning	96
Equity compensation tax strategy	76
Debt management	59
Business exit / sale strategy	49
HENRY (High Earners, Not Rich Yet)	47
Long-term care insurance	43
Business ownership considerations	42
Tax strategies for small businesses	42
Business succession planning	39
Elder care planning	39
Equity Recipients (RS/RSU, SOP, ESPP)	39
Life insurance needs analysis	37
Doctor or Medical Professional	32
Divorce financial planning	28
Established Professionals	26
Values-based investing	26
Approaching retirement	22
Factor investing / smart beta	21
Social Security optimization	21
Disability insurance	19
Retirement withdrawal strategies	19
Multi-generational wealth transfer	18
Business sale tax planning	17
Self-Employed	14
Stock option exercise strategy	14
Financial Professional	13
Charitable giving tax strategies	11
Technology Professional	11
Retired	8
Women Professionals	8
Women's Finance	6
Young Professionals	5
Roth conversion strategy	4
Liquidity event planning	3
Sandwich Generation	3

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