Ways to browse advisors serving Costa Mesa, CA

Pick a specialty or descriptor to browse more advisors serving Costa Mesa, CA.

By how they work

Type	Advisors
Large-firm	5,211
Flat-fee	3,428
Seasoned	2,500
Independent	1,757
CFP®-certified	991

By who they serve

Type	Advisors
High-net-worth	1,444
Baby Boomer	93
Millennial	6
Gen X	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,675
Executive	2,772
Wealth management	2,741
Retired	2,279
Tax-loss harvesting	2,084
Retirement plans for business owners (SEP, solo 401k)	1,391
Private / alternative investments	1,025
College savings (529s, UTMA, etc.)	1,011
Active portfolio management	997
Retirement income strategy	871
General retirement planning	853
Options & derivatives strategies	711
General estate planning guidance	702
ESG / Sustainable investing	680
HENRY (High Earners, Not Rich Yet)	674
Mid-Career Professionals	627
Approaching retirement	612
Cash flow / budgeting	565
Annuities	495
Income planning	483
Charitable giving & philanthropy	465
Concentrated stock management	448
Equity compensation tax strategy	385
Social Security optimization	350
Real estate investing	349
Business exit / sale strategy	339
Passive / index investing	314
Divorce financial planning	198
Multi-generational wealth transfer	187
Self-Employed	186
Retirement withdrawal strategies	185
Intergenerational Families	169
Business ownership considerations	165
Attorney	146
Established Professionals	124
General tax planning	117
Financial Professional	108
Planning for children with special needs	105
Technology Professional	84
Women Professionals	84
Divorced	69
Parents	60
Business succession planning	57
Long-term care insurance	56
Values-based investing	53
Debt management	37
Tax strategies for small businesses	32
Retired	26
Doctor or Medical Professional	23
Factor investing / smart beta	23
Life insurance needs analysis	21
Women's Finance	20
Business sale tax planning	18
Liquidity event planning	18
Family Business	17
Dentist	15
Equity Recipients (RS/RSU, SOP, ESPP)	15
Business Financial Management	14
LGBTQIA	14
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	13
Young Families	12
Christian Faith Based	10
Educators, Teachers, and Academics	10
Entertainment Industry	10
Medicare planning	10
Religious/faith focused	9
Charitable giving tax strategies	8
Young Professionals	7
Engineering Professional	6
Dual Income Family	4
Cross-border / expatriate tax planning	3
Early retirement planning	3
Immigrants	3

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