Browse all CFP®-certified advisors in California

Every advisor below is licensed to work with clients in California. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	5,430
Executive	3,250
Retired	3,007
Wealth management	2,930
Retirement plans for business owners (SEP, solo 401k)	2,429
Tax-loss harvesting	2,288
Private / alternative investments	1,757
Options & derivatives strategies	1,624
College savings (529s, UTMA, etc.)	1,565
Retirement income strategy	1,384
General retirement planning	1,239
ESG / Sustainable investing	1,055
Active portfolio management	1,009
Cash flow / budgeting	950
Annuities	915
Business exit / sale strategy	729
Real estate investing	726
Charitable giving & philanthropy	699
General estate planning guidance	617
Approaching retirement	611
Passive / index investing	594
Concentrated stock management	576
Income planning	540
General tax planning	416
HENRY (High Earners, Not Rich Yet)	367
Mid-Career Professionals	328
Retirement withdrawal strategies	294
Social Security optimization	292
Business ownership considerations	290
Self-Employed	289
Established Professionals	255
Divorce financial planning	233
Business succession planning	231
Equity compensation tax strategy	227
Multi-generational wealth transfer	222
Debt management	202
Long-term care insurance	164
Women Professionals	146
Tax strategies for small businesses	136
Equity Recipients (RS/RSU, SOP, ESPP)	106
Values-based investing	102
Financial Professional	92
Attorney	87
Factor investing / smart beta	80
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	79
Planning for children with special needs	78
Business sale tax planning	77
Married/Couples/Partners	67
Dentist	66
Divorced	62
Doctor or Medical Professional	59
Technology Professional	59
Life insurance needs analysis	56
Retired	48
Airline Pilot	47
Young Professionals	44
Charitable giving tax strategies	42
Young Families	37
Parents	31
Family Business	30
Religious/faith focused	27
Roth conversion strategy	26
Business Financial Management	24
Elder care planning	24
Military & Veterans	24
Liquidity event planning	23
Intergenerational Families	22
Professional Athlete	22
Educators, Teachers, and Academics	20
Medicare planning	20
Disability insurance	19
Consultant	18
Stock option exercise strategy	18
LGBTQIA	17
Student loan debt	15
Sandwich Generation	12
Public Service Employee	11
Widow/Widower	10
Women's Finance	10
Newlywed/Engaged	8
Trust structures (GRAT, IDGT, revocable)	8
Divorced Women	7
Dual Income Family	7
Entity structure planning (LLC, S-Corp)	7
FIRE (Financial Independence Retire Early)	7
Christian Faith Based	6
Early retirement planning	6
Exec comp design	6
Financial coaching / therapy	6
Immigrants	6
Biotech Professional	5
Career Changers	5
Entertainment Industry	5
Inherited wealth	5
Women Business Owners	5
Cross-border & expatriate issues	4
Engineering Professional	4
Expats	4
Hispanic/Latino/Latinx	4
Single Women	4
Home buying	3
Minorities	3

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