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

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,132
Executive	734
Wealth management	570
Retirement plans for business owners (SEP, solo 401k)	490
Retired	484
Private / alternative investments	457
Tax-loss harvesting	427
Options & derivatives strategies	329
Retirement income strategy	329
Active portfolio management	324
College savings (529s, UTMA, etc.)	289
ESG / Sustainable investing	251
General retirement planning	251
Charitable giving & philanthropy	208
Concentrated stock management	189
Business exit / sale strategy	187
Real estate investing	156
Passive / index investing	142
Approaching retirement	133
Annuities	124
Cash flow / budgeting	121
Income planning	114
HENRY (High Earners, Not Rich Yet)	91
General estate planning guidance	89
Multi-generational wealth transfer	72
Self-Employed	68
Social Security optimization	65
General tax planning	63
Mid-Career Professionals	61
Established Professionals	59
Business ownership considerations	57
Retirement withdrawal strategies	50
Tax strategies for small businesses	42
Business succession planning	37
Equity compensation tax strategy	35
Business sale tax planning	30
Divorce financial planning	30
Women Professionals	29
Family Business	26
Life insurance needs analysis	24
Long-term care insurance	21
Dentist	20
Christian Faith Based	18
Debt management	18
Divorced	18
Attorney	16
Equity Recipients (RS/RSU, SOP, ESPP)	16
Doctor or Medical Professional	13
Financial Professional	13
Values-based investing	13
Young Professionals	13
Factor investing / smart beta	11
Religious/faith focused	11
Planning for children with special needs	10
Retired	8
Charitable giving tax strategies	7
Business Financial Management	5
Medicare planning	5
Educators, Teachers, and Academics	4
Technology Professional	3

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