Ways to browse CFP®-certified advisors serving Connecticut

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,077
Executive	800
Wealth management	629
Tax-loss harvesting	547
Retirement plans for business owners (SEP, solo 401k)	456
Retired	387
Retirement income strategy	276
Private / alternative investments	253
ESG / Sustainable investing	204
Active portfolio management	200
Options & derivatives strategies	200
Cash flow / budgeting	198
Business exit / sale strategy	183
Annuities	179
General retirement planning	179
General estate planning guidance	173
College savings (529s, UTMA, etc.)	158
Approaching retirement	150
Income planning	138
Passive / index investing	122
Concentrated stock management	121
Divorce financial planning	96
Self-Employed	96
HENRY (High Earners, Not Rich Yet)	81
Multi-generational wealth transfer	81
Social Security optimization	81
Charitable giving & philanthropy	73
Retirement withdrawal strategies	70
Factor investing / smart beta	69
Divorced	66
Attorney	65
Mid-Career Professionals	57
Real estate investing	49
Business succession planning	46
Equity compensation tax strategy	42
Established Professionals	42
General tax planning	39
Business ownership considerations	36
Financial Professional	28
Women Professionals	19
Business sale tax planning	13
Young Professionals	13
Debt management	12
Values-based investing	10
Educators, Teachers, and Academics	9
Long-term care insurance	9
Tax strategies for small businesses	9
Consultant	7
Roth conversion strategy	7
Life insurance needs analysis	6
Intergenerational Families	5
Charitable giving tax strategies	4
Doctor or Medical Professional	4
Retired	4
Stock option exercise strategy	4
Equity Recipients (RS/RSU, SOP, ESPP)	3
Family Business	3
Widow/Widower	3

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