Ways to browse CFP®-certified advisors serving Grapevine, TX

Pick a specialty to browse more CFP®-certified advisors serving Grapevine, TX.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,127
Executive	755
Wealth management	664
Retired	609
Private / alternative investments	561
Tax-loss harvesting	507
Retirement plans for business owners (SEP, solo 401k)	501
Options & derivatives strategies	322
Retirement income strategy	322
College savings (529s, UTMA, etc.)	288
Active portfolio management	264
ESG / Sustainable investing	255
General retirement planning	243
Charitable giving & philanthropy	212
Business exit / sale strategy	192
Concentrated stock management	192
Real estate investing	162
Cash flow / budgeting	149
Passive / index investing	138
Approaching retirement	132
Annuities	123
Income planning	111
HENRY (High Earners, Not Rich Yet)	92
General estate planning guidance	84
Multi-generational wealth transfer	71
Self-Employed	69
Business succession planning	64
Social Security optimization	62
General tax planning	61
Mid-Career Professionals	61
Established Professionals	59
Business ownership considerations	55
Retirement withdrawal strategies	45
Tax strategies for small businesses	42
Equity compensation tax strategy	35
Divorce financial planning	33
Business sale tax planning	30
Women Professionals	30
Family Business	26
Dentist	21
Long-term care insurance	21
Christian Faith Based	18
Divorced	18
Debt management	17
Life insurance needs analysis	17
Attorney	16
Equity Recipients (RS/RSU, SOP, ESPP)	16
Financial Professional	13
Values-based investing	13
Young Professionals	13
Doctor or Medical Professional	12
Religious/faith focused	11
Planning for children with special needs	10
Retired	8
Business Financial Management	5
Medicare planning	5
Educators, Teachers, and Academics	4

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