Ways to browse CFP®-certified advisors serving Fremont, CA

Pick a specialty to browse more CFP®-certified advisors serving Fremont, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	382
Executive	248
Retired	224
Wealth management	224
Private / alternative investments	176
Retirement plans for business owners (SEP, solo 401k)	150
Tax-loss harvesting	131
College savings (529s, UTMA, etc.)	94
Retirement income strategy	94
Options & derivatives strategies	86
General retirement planning	83
Charitable giving & philanthropy	73
ESG / Sustainable investing	73
Active portfolio management	70
Cash flow / budgeting	69
Annuities	65
Concentrated stock management	59
Real estate investing	59
General estate planning guidance	52
Passive / index investing	45
Business exit / sale strategy	44
Income planning	40
Approaching retirement	37
General tax planning	28
Business succession planning	24
Equity compensation tax strategy	24
Divorce financial planning	23
Multi-generational wealth transfer	23
Equity Recipients (RS/RSU, SOP, ESPP)	22
Social Security optimization	22
Retirement withdrawal strategies	20
HENRY (High Earners, Not Rich Yet)	19
Values-based investing	19
Established Professionals	18
Long-term care insurance	17
Tax strategies for small businesses	16
Financial Professional	15
Elder care planning	14
Mid-Career Professionals	14
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	14
Women Professionals	13
Debt management	12
Divorced	12
Self-Employed	12
Technology Professional	12
Business ownership considerations	11
Life insurance needs analysis	9
Charitable giving tax strategies	7
Planning for children with special needs	6
Parents	5
Stock option exercise strategy	5

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