Ways to browse CFP®-certified advisors serving Chicago, IL

Pick a specialty to browse more CFP®-certified advisors serving Chicago, IL.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,068
Executive	803
Wealth management	788
Retirement plans for business owners (SEP, solo 401k)	645
Retired	525
Private / alternative investments	507
Tax-loss harvesting	473
Options & derivatives strategies	384
Active portfolio management	280
College savings (529s, UTMA, etc.)	256
ESG / Sustainable investing	241
Retirement income strategy	236
General retirement planning	217
Business exit / sale strategy	211
Approaching retirement	138
Concentrated stock management	128
Cash flow / budgeting	127
Charitable giving & philanthropy	124
Annuities	115
Passive / index investing	115
Income planning	99
General estate planning guidance	97
Mid-Career Professionals	91
HENRY (High Earners, Not Rich Yet)	88
General tax planning	76
Real estate investing	76
Established Professionals	61
Multi-generational wealth transfer	54
Retirement withdrawal strategies	51
Social Security optimization	51
Divorce financial planning	40
Business ownership considerations	39
Equity compensation tax strategy	38
Doctor or Medical Professional	34
Values-based investing	34
Self-Employed	32
Young Professionals	32
Business succession planning	28
Factor investing / smart beta	28
Tax strategies for small businesses	27
Long-term care insurance	26
Attorney	16
Women Professionals	14
Financial Professional	13
Debt management	12
Divorced	10
Life insurance needs analysis	9
Equity Recipients (RS/RSU, SOP, ESPP)	8
Professional Athlete	8
Technology Professional	8
Business Financial Management	7
Family Business	7
Business sale tax planning	6
Medicare planning	6
Parents	6
Charitable giving tax strategies	5
Young Families	4
Student loan debt	3

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