Ways to browse CFP®-certified advisors serving Denver, CO

Pick a specialty to browse more CFP®-certified advisors serving Denver, CO.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	815
Executive	533
Retired	501
Wealth management	496
Retirement plans for business owners (SEP, solo 401k)	367
Tax-loss harvesting	358
Private / alternative investments	324
Retirement income strategy	258
Options & derivatives strategies	244
College savings (529s, UTMA, etc.)	236
Active portfolio management	227
General retirement planning	211
ESG / Sustainable investing	179
Passive / index investing	157
Charitable giving & philanthropy	145
Cash flow / budgeting	138
Business exit / sale strategy	137
Concentrated stock management	98
Real estate investing	96
Approaching retirement	76
Income planning	74
General estate planning guidance	72
Annuities	68
Established Professionals	66
General tax planning	65
Social Security optimization	63
Debt management	55
HENRY (High Earners, Not Rich Yet)	53
Women Professionals	52
Business ownership considerations	48
Multi-generational wealth transfer	45
Mid-Career Professionals	36
Divorce financial planning	34
Retirement withdrawal strategies	34
Business succession planning	33
Long-term care insurance	29
Equity compensation tax strategy	28
Values-based investing	25
Financial Professional	21
Professional Athlete	19
Tax strategies for small businesses	17
Equity Recipients (RS/RSU, SOP, ESPP)	16
Liquidity event planning	11
Stock option exercise strategy	11
Divorced	10
Self-Employed	10
Young Professionals	10
Charitable giving tax strategies	9
Doctor or Medical Professional	9
Life insurance needs analysis	9
Roth conversion strategy	9
Medicare planning	8
Technology Professional	8
Military & Veterans	7
Educators, Teachers, and Academics	6
Intergenerational Families	6
Religious/faith focused	5
Women's Finance	5
Family Business	4
Business sale tax planning	3
Christian Faith Based	3

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