Ways to browse Independent advisors serving Irvine, CA

Pick a specialty to browse more Independent advisors serving Irvine, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	681
Options & derivatives strategies	563
Wealth management	558
Private / alternative investments	420
Active portfolio management	418
Executive	381
Retirement plans for business owners (SEP, solo 401k)	370
Concentrated stock management	263
Retired	239
Tax-loss harvesting	238
Retirement income strategy	204
Real estate investing	201
College savings (529s, UTMA, etc.)	186
Passive / index investing	179
General retirement planning	178
ESG / Sustainable investing	169
Annuities	157
Cash flow / budgeting	146
General estate planning guidance	125
Charitable giving & philanthropy	119
Business exit / sale strategy	118
General tax planning	106
Income planning	103
Business ownership considerations	67
Long-term care insurance	54
Business succession planning	31
Approaching retirement	30
Social Security optimization	30
HENRY (High Earners, Not Rich Yet)	27
Equity compensation tax strategy	24
Debt management	23
Retired	23
Tax strategies for small businesses	22
Retirement withdrawal strategies	20
Mid-Career Professionals	18
Factor investing / smart beta	17
Self-Employed	17
Life insurance needs analysis	16
Financial Professional	13
Divorce financial planning	12
Doctor or Medical Professional	12
Business sale tax planning	11
Christian Faith Based	10
Values-based investing	10
Established Professionals	9
Multi-generational wealth transfer	9
Charitable giving tax strategies	6
Equity Recipients (RS/RSU, SOP, ESPP)	6
Young Professionals	4
Technology Professional	3
Women Professionals	3

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