Browse all CFP®-certified advisors in Florida

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,511
Retired	2,773
Executive	2,551
Wealth management	2,424
Tax-loss harvesting	1,877
Retirement plans for business owners (SEP, solo 401k)	1,579
Retirement income strategy	1,284
General retirement planning	1,086
Private / alternative investments	982
Annuities	915
College savings (529s, UTMA, etc.)	904
Options & derivatives strategies	876
Active portfolio management	835
Cash flow / budgeting	777
Business exit / sale strategy	639
Approaching retirement	567
ESG / Sustainable investing	515
General estate planning guidance	488
Income planning	482
Passive / index investing	473
Charitable giving & philanthropy	425
Business succession planning	378
Real estate investing	340
Concentrated stock management	313
Social Security optimization	307
Self-Employed	294
Retirement withdrawal strategies	292
HENRY (High Earners, Not Rich Yet)	264
General tax planning	236
Mid-Career Professionals	222
Multi-generational wealth transfer	208
Divorce financial planning	204
Business ownership considerations	193
Equity compensation tax strategy	142
Planning for children with special needs	100
Established Professionals	91
Long-term care insurance	84
Attorney	80
Married/Couples/Partners	76
Tax strategies for small businesses	76
Debt management	72
Divorced	70
Women Professionals	69
Values-based investing	65
Financial Professional	59
Life insurance needs analysis	54
Factor investing / smart beta	53
Doctor or Medical Professional	42
Business sale tax planning	39
Roth conversion strategy	37
Charitable giving tax strategies	31
Military & Veterans	29
Young Professionals	27
Educators, Teachers, and Academics	26
Religious/faith focused	26
Parents	25
Retired	23
Family Business	22
Liquidity event planning	18
Professional Athlete	18
Disability insurance	16
Equity Recipients (RS/RSU, SOP, ESPP)	14
Medicare planning	14
Government Employee	13
Technology Professional	11
Young Families	11
LGBTQIA	10
Widow/Widower	10
Business Financial Management	9
Women's Finance	7
Early retirement planning	6
FIRE (Financial Independence Retire Early)	6
Airline Pilot	5
Stock option exercise strategy	5
Christian Faith Based	4
Real Estate Professional	4
Sandwich Generation	4
Single Women	4
Student loan debt	4
Trust structures (GRAT, IDGT, revocable)	4
Dual Income Family	3
Elder care planning	3
Entity structure planning (LLC, S-Corp)	3

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