Ways to browse CFP®-certified advisors serving Colorado

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,826
Retired	1,072
Wealth management	1,055
Executive	1,021
Tax-loss harvesting	849
Private / alternative investments	805
Retirement plans for business owners (SEP, solo 401k)	751
Retirement income strategy	562
College savings (529s, UTMA, etc.)	479
Business exit / sale strategy	457
Options & derivatives strategies	444
General retirement planning	404
ESG / Sustainable investing	321
Active portfolio management	313
Cash flow / budgeting	312
Charitable giving & philanthropy	256
Passive / index investing	254
Annuities	247
Concentrated stock management	190
Income planning	172
Real estate investing	163
General estate planning guidance	159
Approaching retirement	157
Business succession planning	132
General tax planning	123
HENRY (High Earners, Not Rich Yet)	119
Business ownership considerations	109
Established Professionals	109
Social Security optimization	99
Multi-generational wealth transfer	87
Mid-Career Professionals	81
Retirement withdrawal strategies	81
Women Professionals	73
Divorce financial planning	61
Debt management	60
Equity compensation tax strategy	55
Financial Professional	47
Long-term care insurance	40
Tax strategies for small businesses	39
Values-based investing	38
Equity Recipients (RS/RSU, SOP, ESPP)	35
Professional Athlete	31
Dentist	29
Self-Employed	28
Doctor or Medical Professional	23
Factor investing / smart beta	23
Roth conversion strategy	22
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	22
Young Professionals	22
Military & Veterans	20
Planning for children with special needs	20
Charitable giving tax strategies	18
Divorced	18
Educators, Teachers, and Academics	17
Life insurance needs analysis	17
Intergenerational Families	16
Liquidity event planning	15
Attorney	14
Technology Professional	14
Married/Couples/Partners	13
Stock option exercise strategy	13
Parents	11
Business sale tax planning	10
Medicare planning	10
Religious/faith focused	10
Business Financial Management	9
LGBTQIA	7
Retired	7
Airline Pilot	6
Disability insurance	6
Family Business	6
Widow/Widower	6
Women's Finance	6
Young Families	6
Engineering Professional	5
Christian Faith Based	4
Government Employee	4
Women Business Owners	4
Dual Income Family	3
FIRE (Financial Independence Retire Early)	3
Sandwich Generation	3

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