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

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	851
Executive	617
Wealth management	458
Retirement plans for business owners (SEP, solo 401k)	442
Options & derivatives strategies	437
College savings (529s, UTMA, etc.)	301
Private / alternative investments	299
Retired	291
Tax-loss harvesting	237
Annuities	228
HENRY (High Earners, Not Rich Yet)	161
Real estate investing	159
General retirement planning	127
ESG / Sustainable investing	125
Active portfolio management	118
Established Professionals	118
Cash flow / budgeting	105
Retirement income strategy	104
Approaching retirement	96
Charitable giving & philanthropy	95
Business exit / sale strategy	89
Concentrated stock management	75
General estate planning guidance	75
Passive / index investing	67
Income planning	50
General tax planning	43
Mid-Career Professionals	40
Divorce financial planning	37
Retirement withdrawal strategies	36
Business ownership considerations	35
Social Security optimization	35
Debt management	33
Multi-generational wealth transfer	32
Equity compensation tax strategy	26
Long-term care insurance	26
Tax strategies for small businesses	26
Attorney	23
Self-Employed	23
Business succession planning	18
Financial Professional	18
Women Professionals	15
Young Families	15
Values-based investing	14
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	12
Planning for children with special needs	11
Business sale tax planning	9
Factor investing / smart beta	9
Technology Professional	8
Equity Recipients (RS/RSU, SOP, ESPP)	6
Life insurance needs analysis	6
Parents	6
Doctor or Medical Professional	4
Educators, Teachers, and Academics	4
Financial coaching / therapy	4
Sandwich Generation	4
Business Financial Management	3

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