Ways to browse CFP®-certified advisors serving Commerce City, CO

Pick a specialty to browse more CFP®-certified advisors serving Commerce City, CO.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	756
Executive	486
Retired	481
Wealth management	466
Retirement plans for business owners (SEP, solo 401k)	346
Tax-loss harvesting	338
Private / alternative investments	298
Retirement income strategy	235
College savings (529s, UTMA, etc.)	228
Active portfolio management	218
Options & derivatives strategies	217
General retirement planning	200
ESG / Sustainable investing	180
Passive / index investing	148
Charitable giving & philanthropy	140
Cash flow / budgeting	133
Business exit / sale strategy	130
Concentrated stock management	96
Real estate investing	91
Approaching retirement	74
Income planning	71
General estate planning guidance	68
Established Professionals	65
General tax planning	61
Annuities	60
Social Security optimization	60
Debt management	54
HENRY (High Earners, Not Rich Yet)	52
Women Professionals	51
Business ownership considerations	43
Multi-generational wealth transfer	43
Mid-Career Professionals	36
Business succession planning	34
Retirement withdrawal strategies	33
Divorce financial planning	32
Equity compensation tax strategy	27
Long-term care insurance	26
Financial Professional	20
Professional Athlete	19
Tax strategies for small businesses	15
Equity Recipients (RS/RSU, SOP, ESPP)	14
Divorced	10
Self-Employed	10
Values-based investing	10
Young Professionals	10
Charitable giving tax strategies	9
Liquidity event planning	9
Roth conversion strategy	9
Doctor or Medical Professional	8
Life insurance needs analysis	8
Technology Professional	8
Medicare planning	6
Educators, Teachers, and Academics	5
Intergenerational Families	5
Religious/faith focused	5
Family Business	4
Women's Finance	4
Business sale tax planning	3
Christian Faith Based	3

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