Ways to browse CFP®-certified advisors serving Dallas, TX

Pick a specialty to browse more CFP®-certified advisors serving Dallas, TX.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	965
Executive	624
Wealth management	513
Retired	490
Retirement plans for business owners (SEP, solo 401k)	452
Tax-loss harvesting	410
Private / alternative investments	336
Options & derivatives strategies	301
Retirement income strategy	283
ESG / Sustainable investing	248
Active portfolio management	229
General retirement planning	214
Concentrated stock management	201
College savings (529s, UTMA, etc.)	181
Charitable giving & philanthropy	179
Business exit / sale strategy	141
Cash flow / budgeting	128
Annuities	110
Approaching retirement	110
Income planning	90
HENRY (High Earners, Not Rich Yet)	87
General estate planning guidance	78
Passive / index investing	77
Real estate investing	62
Business succession planning	60
Established Professionals	55
General tax planning	54
Multi-generational wealth transfer	54
Social Security optimization	53
Mid-Career Professionals	51
Business ownership considerations	46
Retirement withdrawal strategies	42
Tax strategies for small businesses	41
Women Professionals	33
Business sale tax planning	30
Equity compensation tax strategy	30
Divorce financial planning	29
Family Business	25
Life insurance needs analysis	19
Divorced	18
Christian Faith Based	17
Attorney	16
Dentist	16
Equity Recipients (RS/RSU, SOP, ESPP)	14
Debt management	13
Values-based investing	13
Young Professionals	13
Doctor or Medical Professional	12
Self-Employed	12
Long-term care insurance	11
Religious/faith focused	9
Factor investing / smart beta	8
Financial Professional	8
Planning for children with special needs	8
Charitable giving tax strategies	7
Business Financial Management	4
Technology Professional	4

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