Ways to browse CFP®-certified advisors serving California

Pick a specialty to browse more CFP®-certified advisors serving California.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	5,452
Executive	3,267
Retired	3,013
Wealth management	3,012
Retirement plans for business owners (SEP, solo 401k)	2,449
Tax-loss harvesting	2,298
Private / alternative investments	1,847
Options & derivatives strategies	1,620
College savings (529s, UTMA, etc.)	1,563
Retirement income strategy	1,394
General retirement planning	1,248
ESG / Sustainable investing	1,053
Active portfolio management	1,007
Cash flow / budgeting	941
Annuities	915
Business exit / sale strategy	735
Real estate investing	725
Charitable giving & philanthropy	700
General estate planning guidance	626
Approaching retirement	618
Passive / index investing	591
Concentrated stock management	575
Income planning	536
General tax planning	479
HENRY (High Earners, Not Rich Yet)	454
Established Professionals	339
Mid-Career Professionals	318
Retirement withdrawal strategies	296
Social Security optimization	295
Business ownership considerations	292
Self-Employed	286
Divorce financial planning	233
Business succession planning	230
Equity compensation tax strategy	227
Multi-generational wealth transfer	218
Debt management	201
Financial Professional	183
Long-term care insurance	165
Women Professionals	149
Tax strategies for small businesses	139
Equity Recipients (RS/RSU, SOP, ESPP)	111
Values-based investing	103
Factor investing / smart beta	86
Attorney	83
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	80
Planning for children with special needs	77
Business sale tax planning	74
Dentist	68
Married/Couples/Partners	67
Divorced	65
Doctor or Medical Professional	59
Technology Professional	58
Life insurance needs analysis	55
Retired	49
Airline Pilot	47
Young Professionals	45
Charitable giving tax strategies	43
Family Business	42
Young Families	36
Parents	31
Religious/faith focused	27
Roth conversion strategy	27
Business Financial Management	25
Elder care planning	25
Military & Veterans	25
Intergenerational Families	22
Liquidity event planning	22
Professional Athlete	22
Medicare planning	21
Educators, Teachers, and Academics	20
Disability insurance	19
Consultant	18
Stock option exercise strategy	18
LGBTQIA	17
Student loan debt	15
Sandwich Generation	12
Dual Income Family	11
Public Service Employee	11
Widow/Widower	11
Women's Finance	10
Divorced Women	8
FIRE (Financial Independence Retire Early)	8
Newlywed/Engaged	8
Entity structure planning (LLC, S-Corp)	7
Trust structures (GRAT, IDGT, revocable)	7
Christian Faith Based	6
Early retirement planning	6
Exec comp design	6
Financial coaching / therapy	6
Immigrants	6
Inherited wealth	6
Biotech Professional	5
Career Changers	5
Engineering Professional	5
Entertainment Industry	5
Women Business Owners	5
Cross-border & expatriate issues	4
Expats	4
Hispanic/Latino/Latinx	4
Single Women	4
Home buying	3
Minorities	3

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