Ways to browse Independent advisors serving Costa Mesa, CA

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

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	679
Options & derivatives strategies	610
Wealth management	555
Private / alternative investments	453
Active portfolio management	418
Retirement plans for business owners (SEP, solo 401k)	367
Executive	275
Concentrated stock management	263
Retired	247
Tax-loss harvesting	242
General retirement planning	207
Real estate investing	204
Retirement income strategy	201
Passive / index investing	180
ESG / Sustainable investing	169
College savings (529s, UTMA, etc.)	168
Annuities	159
Cash flow / budgeting	150
General estate planning guidance	121
Charitable giving & philanthropy	119
General tax planning	99
Income planning	92
Business exit / sale strategy	88
Business ownership considerations	67
Long-term care insurance	55
Retirement withdrawal strategies	52
Business succession planning	33
Approaching retirement	31
Social Security optimization	31
HENRY (High Earners, Not Rich Yet)	28
Equity compensation tax strategy	25
Debt management	23
Retired	23
Tax strategies for small businesses	22
Mid-Career Professionals	18
Factor investing / smart beta	17
Life insurance needs analysis	17
Self-Employed	17
Business sale tax planning	13
Divorce financial planning	13
Doctor or Medical Professional	13
Financial Professional	13
Christian Faith Based	10
Values-based investing	10
Established Professionals	9
Multi-generational wealth transfer	9
Charitable giving tax strategies	6
Equity Recipients (RS/RSU, SOP, ESPP)	6
Young Professionals	4
Technology Professional	3
Women Professionals	3

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