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

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	863
Executive	625
Wealth management	455
Options & derivatives strategies	449
Retirement plans for business owners (SEP, solo 401k)	442
Private / alternative investments	312
College savings (529s, UTMA, etc.)	301
Retired	287
Tax-loss harvesting	230
Annuities	229
HENRY (High Earners, Not Rich Yet)	160
Real estate investing	159
General retirement planning	127
ESG / Sustainable investing	123
Established Professionals	117
Retirement income strategy	115
Active portfolio management	114
Cash flow / budgeting	105
Business exit / sale strategy	103
Approaching retirement	94
Charitable giving & philanthropy	93
General estate planning guidance	75
Concentrated stock management	74
Passive / index investing	67
Income planning	46
General tax planning	43
Mid-Career Professionals	40
Retirement withdrawal strategies	38
Business ownership considerations	37
Divorce financial planning	37
Social Security optimization	36
Debt management	32
Multi-generational wealth transfer	31
Tax strategies for small businesses	28
Equity compensation tax strategy	26
Long-term care insurance	26
Attorney	24
Self-Employed	23
Business succession planning	20
Financial Professional	18
Values-based investing	16
Women Professionals	15
Young Families	15
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	13
Young Professionals	12
Planning for children with special needs	11
Business sale tax planning	9
Factor investing / smart beta	9
Technology Professional	8
Equity Recipients (RS/RSU, SOP, ESPP)	6
Life insurance needs analysis	6
Parents	6
Doctor or Medical Professional	4
Educators, Teachers, and Academics	4
Financial coaching / therapy	4
Sandwich Generation	4
Business Financial Management	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support