Ways to browse CFP®-certified advisors serving Iowa

Pick a specialty to browse more CFP®-certified advisors serving Iowa.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	619
Retired	390
Executive	370
Wealth management	331
Retirement income strategy	282
Retirement plans for business owners (SEP, solo 401k)	264
Tax-loss harvesting	264
General retirement planning	148
College savings (529s, UTMA, etc.)	132
Charitable giving & philanthropy	128
Approaching retirement	119
Annuities	117
Business exit / sale strategy	100
Options & derivatives strategies	91
Income planning	90
ESG / Sustainable investing	89
General estate planning guidance	81
Active portfolio management	76
Private / alternative investments	75
Cash flow / budgeting	73
Social Security optimization	61
Multi-generational wealth transfer	55
HENRY (High Earners, Not Rich Yet)	54
Retirement withdrawal strategies	52
Established Professionals	51
Business succession planning	44
Business ownership considerations	40
Passive / index investing	40
Concentrated stock management	33
Self-Employed	33
General tax planning	30
Women Professionals	28
Divorce financial planning	22
Values-based investing	21
Real estate investing	18
Factor investing / smart beta	16
Mid-Career Professionals	15
Debt management	12
Financial Professional	12
Tax strategies for small businesses	12
Equity compensation tax strategy	8
Military & Veterans	7
Educators, Teachers, and Academics	6
Doctor or Medical Professional	5
Long-term care insurance	5
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	5
Christian Faith Based	4
Family Business	3
Young Professionals	3

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