Browse all CFP®-certified advisors in Colorado

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,814
Retired	1,062
Wealth management	1,026
Executive	1,014
Tax-loss harvesting	843
Retirement plans for business owners (SEP, solo 401k)	749
Private / alternative investments	561
Retirement income strategy	552
College savings (529s, UTMA, etc.)	508
Options & derivatives strategies	446
General retirement planning	420
Active portfolio management	392
Business exit / sale strategy	353
ESG / Sustainable investing	322
Cash flow / budgeting	310
Charitable giving & philanthropy	255
Passive / index investing	248
Annuities	247
Self-Employed	220
Income planning	180
Concentrated stock management	179
Real estate investing	166
Approaching retirement	158
General estate planning guidance	158
Business succession planning	130
General tax planning	120
Business ownership considerations	112
HENRY (High Earners, Not Rich Yet)	104
Social Security optimization	102
Established Professionals	94
Multi-generational wealth transfer	86
Mid-Career Professionals	83
Retirement withdrawal strategies	79
Women Professionals	73
Debt management	62
Divorce financial planning	62
Equity compensation tax strategy	53
Values-based investing	49
Long-term care insurance	40
Financial Professional	38
Tax strategies for small businesses	35
Equity Recipients (RS/RSU, SOP, ESPP)	34
Professional Athlete	31
Dentist	29
Doctor or Medical Professional	23
Factor investing / smart beta	23
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	22
Roth conversion strategy	21
Young Professionals	21
Military & Veterans	20
Planning for children with special needs	20
Charitable giving tax strategies	18
Divorced	18
Educators, Teachers, and Academics	17
Intergenerational Families	16
Life insurance needs analysis	16
Liquidity event planning	16
Stock option exercise strategy	15
Attorney	14
Technology Professional	14
Married/Couples/Partners	13
Parents	11
Business sale tax planning	10
Medicare planning	10
Religious/faith focused	10
Business Financial Management	8
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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