Ways to browse Seasoned advisors serving Berkeley, CA

Pick a specialty to browse more Seasoned 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	1,479
Executive	1,020
Wealth management	784
Retired	762
Tax-loss harvesting	528
Retirement plans for business owners (SEP, solo 401k)	428
General estate planning guidance	418
General retirement planning	384
Approaching retirement	371
Private / alternative investments	369
Retirement income strategy	334
Mid-Career Professionals	326
Active portfolio management	297
College savings (529s, UTMA, etc.)	288
HENRY (High Earners, Not Rich Yet)	272
Cash flow / budgeting	267
Options & derivatives strategies	231
ESG / Sustainable investing	200
Annuities	182
Equity compensation tax strategy	177
Concentrated stock management	170
Real estate investing	162
Income planning	132
Charitable giving & philanthropy	111
Business exit / sale strategy	98
Passive / index investing	87
Social Security optimization	85
Retirement withdrawal strategies	79
Financial Professional	72
Divorce financial planning	52
General tax planning	47
Attorney	44
Established Professionals	43
Long-term care insurance	36
Multi-generational wealth transfer	34
Self-Employed	34
Business succession planning	33
Technology Professional	30
Women Professionals	29
Business ownership considerations	28
Equity Recipients (RS/RSU, SOP, ESPP)	20
Divorced	19
Elder care planning	19
Values-based investing	19
Life insurance needs analysis	18
Factor investing / smart beta	16
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	15
Tax strategies for small businesses	15
Disability insurance	13
Debt management	12
Stock option exercise strategy	11
Doctor or Medical Professional	8
Business sale tax planning	4
Retired	4

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