Ways to browse CFP®-certified advisors serving Florida

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,547
Retired	2,785
Executive	2,587
Wealth management	2,475
Tax-loss harvesting	1,892
Retirement plans for business owners (SEP, solo 401k)	1,584
Retirement income strategy	1,303
General retirement planning	1,078
Private / alternative investments	1,043
Annuities	917
College savings (529s, UTMA, etc.)	903
Options & derivatives strategies	878
Active portfolio management	839
Cash flow / budgeting	771
Business exit / sale strategy	641
Approaching retirement	567
ESG / Sustainable investing	513
General estate planning guidance	497
Income planning	483
Passive / index investing	478
Charitable giving & philanthropy	422
Business succession planning	381
Real estate investing	341
HENRY (High Earners, Not Rich Yet)	321
Concentrated stock management	314
Social Security optimization	303
Retirement withdrawal strategies	294
General tax planning	242
Mid-Career Professionals	224
Multi-generational wealth transfer	210
Divorce financial planning	203
Business ownership considerations	195
Established Professionals	150
Equity compensation tax strategy	143
Planning for children with special needs	99
Attorney	80
Long-term care insurance	80
Tax strategies for small businesses	80
Married/Couples/Partners	76
Debt management	72
Self-Employed	71
Divorced	70
Women Professionals	70
Values-based investing	64
Financial Professional	59
Life insurance needs analysis	55
Factor investing / smart beta	52
Doctor or Medical Professional	41
Business sale tax planning	40
Roth conversion strategy	38
Charitable giving tax strategies	31
Military & Veterans	29
Young Professionals	27
Educators, Teachers, and Academics	26
Religious/faith focused	26
Parents	25
Family Business	23
Retired	23
Liquidity event planning	18
Professional Athlete	17
Disability insurance	16
Equity Recipients (RS/RSU, SOP, ESPP)	15
Government Employee	14
Medicare planning	14
Young Families	11
LGBTQIA	10
Technology Professional	10
Widow/Widower	10
Business Financial Management	9
Women's Finance	8
Early retirement planning	6
FIRE (Financial Independence Retire Early)	6
Airline Pilot	5
Entity structure planning (LLC, S-Corp)	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

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