Ways to browse CFP®-certified advisors serving Cambridge, MA

Pick a specialty to browse more CFP®-certified advisors serving Cambridge, MA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	890
Wealth management	601
Executive	577
Retired	545
Tax-loss harvesting	413
Private / alternative investments	403
Retirement plans for business owners (SEP, solo 401k)	383
Retirement income strategy	286
Active portfolio management	268
ESG / Sustainable investing	231
General retirement planning	229
Options & derivatives strategies	226
Cash flow / budgeting	195
Passive / index investing	160
College savings (529s, UTMA, etc.)	159
Business exit / sale strategy	155
Charitable giving & philanthropy	115
Concentrated stock management	105
Income planning	104
General estate planning guidance	102
Approaching retirement	96
Annuities	87
Established Professionals	80
Social Security optimization	65
General tax planning	56
Multi-generational wealth transfer	55
HENRY (High Earners, Not Rich Yet)	50
Real estate investing	48
Divorce financial planning	47
Equity compensation tax strategy	44
Attorney	43
Debt management	40
Business succession planning	39
Retirement withdrawal strategies	39
Business ownership considerations	38
Financial Professional	37
Mid-Career Professionals	36
Women Professionals	33
Self-Employed	32
Long-term care insurance	28
Tax strategies for small businesses	22
Business sale tax planning	20
Factor investing / smart beta	10
Intergenerational Families	8
Doctor or Medical Professional	7
Equity Recipients (RS/RSU, SOP, ESPP)	7
Life insurance needs analysis	7
Charitable giving tax strategies	5
Elder care planning	5
Professional Athlete	4
Educators, Teachers, and Academics	3
Retired	3
Roth conversion strategy	3

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