Browse all Seasoned 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	12,829
Executive	7,315
Retired	7,104
Wealth management	6,797
Tax-loss harvesting	5,442
Retirement plans for business owners (SEP, solo 401k)	4,454
College savings (529s, UTMA, etc.)	3,043
Retirement income strategy	2,962
General retirement planning	2,707
Active portfolio management	2,452
Approaching retirement	2,433
General estate planning guidance	2,384
Private / alternative investments	2,241
Mid-Career Professionals	1,900
Options & derivatives strategies	1,892
Cash flow / budgeting	1,877
Annuities	1,840
HENRY (High Earners, Not Rich Yet)	1,764
ESG / Sustainable investing	1,683
Income planning	1,525
Charitable giving & philanthropy	1,178
Business exit / sale strategy	1,159
Equity compensation tax strategy	1,053
Social Security optimization	1,030
Concentrated stock management	961
Real estate investing	926
Passive / index investing	868
Retirement withdrawal strategies	804
Divorce financial planning	539
Self-Employed	492
Business succession planning	416
Multi-generational wealth transfer	358
General tax planning	356
Planning for children with special needs	333
Attorney	323
Financial Professional	306
Business ownership considerations	289
Established Professionals	278
Women Professionals	204
Married/Couples/Partners	188
Technology Professional	170
Consultant	163
Parents	156
Divorced	153
Long-term care insurance	149
Tax strategies for small businesses	133
Values-based investing	124
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	115
Debt management	90
Women's Finance	80
Life insurance needs analysis	76
Retired	72
Factor investing / smart beta	63
Business sale tax planning	60
Doctor or Medical Professional	60
Equity Recipients (RS/RSU, SOP, ESPP)	59
Family Business	56
Charitable giving tax strategies	51
Liquidity event planning	49
Intergenerational Families	47
LGBTQIA	44
Dentist	41
Educators, Teachers, and Academics	37
Airline Pilot	36
Business Financial Management	32
Religious/faith focused	27
Military & Veterans	26
Professional Athlete	26
Medicare planning	25
Entertainment Industry	24
Disability insurance	23
Elder care planning	23
Stock option exercise strategy	21
Young Families	21
Exec comp design	20
Cross-border / expatriate tax planning	18
Public Service Employee	15
Young Professionals	14
Roth conversion strategy	13
Startup equity planning	12
Gifting strategies	8
Inheritance planning	8
Trust structures (GRAT, IDGT, revocable)	8
Early retirement planning	7
Widow/Widower	6
Women Business Owners	6
Christian Faith Based	5
Immigrants	5
Entity structure planning (LLC, S-Corp)	3

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