Browse all CFP®-certified advisors in Connecticut

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,062
Executive	634
Retired	550
Tax-loss harvesting	536
Wealth management	475
Retirement plans for business owners (SEP, solo 401k)	450
Retirement income strategy	272
Private / alternative investments	249
Cash flow / budgeting	204
ESG / Sustainable investing	203
Active portfolio management	200
Business exit / sale strategy	183
General retirement planning	181
Annuities	177
Options & derivatives strategies	172
General estate planning guidance	171
College savings (529s, UTMA, etc.)	158
Approaching retirement	150
Income planning	142
Passive / index investing	122
Charitable giving & philanthropy	105
Divorce financial planning	96
Self-Employed	96
Concentrated stock management	90
Multi-generational wealth transfer	82
Social Security optimization	80
HENRY (High Earners, Not Rich Yet)	79
Retirement withdrawal strategies	70
Divorced	66
Attorney	65
Factor investing / smart beta	64
Mid-Career Professionals	57
Real estate investing	48
Business succession planning	46
Equity compensation tax strategy	42
General tax planning	40
Established Professionals	39
Long-term care insurance	38
Business ownership considerations	37
Financial Professional	26
Women Professionals	19
Business sale tax planning	13
Young Professionals	13
Debt management	12
Values-based investing	10
Educators, Teachers, and Academics	9
Tax strategies for small businesses	8
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
Widow/Widower	3

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