Ways to browse Independent advisors serving Fountain Valley, CA

Pick a specialty to browse more Independent advisors serving Fountain Valley, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	705
Wealth management	630
Options & derivatives strategies	619
Private / alternative investments	449
Active portfolio management	410
Retirement plans for business owners (SEP, solo 401k)	374
Executive	289
Concentrated stock management	266
Retired	261
Tax-loss harvesting	230
Retirement income strategy	218
Real estate investing	209
College savings (529s, UTMA, etc.)	194
General retirement planning	190
Annuities	185
Passive / index investing	178
ESG / Sustainable investing	170
Cash flow / budgeting	157
General estate planning guidance	132
Charitable giving & philanthropy	120
General tax planning	99
Income planning	96
Business exit / sale strategy	92
Business ownership considerations	71
Retirement withdrawal strategies	55
Long-term care insurance	38
Business succession planning	33
Approaching retirement	32
Social Security optimization	32
Equity compensation tax strategy	30
HENRY (High Earners, Not Rich Yet)	26
Debt management	24
Retired	23
Tax strategies for small businesses	22
Mid-Career Professionals	20
Life insurance needs analysis	18
Factor investing / smart beta	17
Self-Employed	17
Business sale tax planning	13
Divorce financial planning	13
Financial Professional	13
Doctor or Medical Professional	12
Established Professionals	11
Multi-generational wealth transfer	11
Christian Faith Based	10
Equity Recipients (RS/RSU, SOP, ESPP)	6
Young Professionals	6
Charitable giving tax strategies	5
Medicare planning	5
Technology Professional	4
Women Professionals	3

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