Ways to browse CFP®-certified advisors serving Jersey City, NJ

Pick a specialty to browse more CFP®-certified advisors serving Jersey City, NJ.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,447
Executive	949
Wealth management	915
Retired	733
Retirement plans for business owners (SEP, solo 401k)	582
Tax-loss harvesting	562
Private / alternative investments	551
Retirement income strategy	442
Cash flow / budgeting	302
General retirement planning	288
Options & derivatives strategies	279
College savings (529s, UTMA, etc.)	272
General estate planning guidance	260
Approaching retirement	247
ESG / Sustainable investing	246
Active portfolio management	225
Business exit / sale strategy	207
Charitable giving & philanthropy	204
Annuities	186
HENRY (High Earners, Not Rich Yet)	178
Mid-Career Professionals	166
Concentrated stock management	165
Income planning	125
Divorce financial planning	121
Passive / index investing	112
Multi-generational wealth transfer	107
Real estate investing	102
Social Security optimization	102
General tax planning	78
Equity compensation tax strategy	73
Attorney	71
Retirement withdrawal strategies	65
Established Professionals	62
Divorced	61
Self-Employed	55
Financial Professional	50
Values-based investing	47
Long-term care insurance	45
Debt management	41
Business ownership considerations	39
Tax strategies for small businesses	39
Business succession planning	36
Women Professionals	36
Factor investing / smart beta	30
Planning for children with special needs	27
Young Professionals	19
Technology Professional	15
Intergenerational Families	13
Women's Finance	13
Consultant	12
Business sale tax planning	11
Parents	8
Elder care planning	7
Equity Recipients (RS/RSU, SOP, ESPP)	7
Life insurance needs analysis	7
Business Financial Management	5
Educators, Teachers, and Academics	4
Expats	3
Family Business	3
Widow/Widower	3

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