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

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

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
907
Executive
640
Wealth management
517
Retirement plans for business owners (SEP, solo 401k)
460
Options & derivatives strategies
453
College savings (529s, UTMA, etc.)
327
Retired
327
Private / alternative investments
303
Tax-loss harvesting
276
Annuities
242
HENRY (High Earners, Not Rich Yet)
176
Real estate investing
169
General retirement planning
153
Charitable giving & philanthropy
130
ESG / Sustainable investing
127
Retirement income strategy
122
Active portfolio management
121
Cash flow / budgeting
116
Established Professionals
110
Approaching retirement
106
Business exit / sale strategy
95
General estate planning guidance
82
Concentrated stock management
77
Passive / index investing
68
Income planning
51
Retirement withdrawal strategies
46
General tax planning
45
Divorce financial planning
42
Mid-Career Professionals
41
Social Security optimization
37
Business ownership considerations
34
Equity compensation tax strategy
33
Multi-generational wealth transfer
33
Long-term care insurance
31
Tax strategies for small businesses
30
Debt management
29
Attorney
26
Self-Employed
25
Financial Professional
19
Business succession planning
16
Planning for children with special needs
16
Values-based investing
15
Young Families
15
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
13
Factor investing / smart beta
11
Business sale tax planning
10
Technology Professional
9
Women Professionals
9
Equity Recipients (RS/RSU, SOP, ESPP)
7
Parents
7
Doctor or Medical Professional
6
Life insurance needs analysis
5
Sandwich Generation
4
Financial coaching / therapy
3
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