Ways to browse CFP®-certified advisors serving Broomfield, CO

Pick a specialty to browse more CFP®-certified advisors serving Broomfield, CO.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	610
Executive	387
Wealth management	374
Retirement plans for business owners (SEP, solo 401k)	331
Retired	311
Private / alternative investments	263
Tax-loss harvesting	247
Retirement income strategy	210
Options & derivatives strategies	203
ESG / Sustainable investing	180
General retirement planning	159
Business exit / sale strategy	150
College savings (529s, UTMA, etc.)	145
Cash flow / budgeting	125
Charitable giving & philanthropy	123
Concentrated stock management	110
Active portfolio management	92
General estate planning guidance	73
Approaching retirement	67
Women Professionals	64
Established Professionals	61
Income planning	61
Passive / index investing	58
Mid-Career Professionals	54
Annuities	52
HENRY (High Earners, Not Rich Yet)	49
General tax planning	48
Business ownership considerations	44
Multi-generational wealth transfer	43
Real estate investing	40
Divorce financial planning	32
Business succession planning	30
Equity Recipients (RS/RSU, SOP, ESPP)	26
Retirement withdrawal strategies	26
Equity compensation tax strategy	24
Professional Athlete	20
Social Security optimization	20
Long-term care insurance	18
Financial Professional	17
Tax strategies for small businesses	17
Debt management	14
Young Professionals	12
Doctor or Medical Professional	11
Stock option exercise strategy	11
Divorced	10
Liquidity event planning	10
Technology Professional	10
Values-based investing	9
Self-Employed	8
Life insurance needs analysis	7
Medicare planning	7
Intergenerational Families	6
Religious/faith focused	5
Family Business	4
Roth conversion strategy	4
Business sale tax planning	3
Charitable giving tax strategies	3

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