Ways to browse CFP®-certified advisors serving Kent, WA

Pick a specialty to browse more CFP®-certified advisors serving Kent, WA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	641
Executive	425
Retired	371
Wealth management	347
Retirement plans for business owners (SEP, solo 401k)	262
Private / alternative investments	259
Tax-loss harvesting	259
Retirement income strategy	210
General retirement planning	151
Business exit / sale strategy	141
ESG / Sustainable investing	125
General estate planning guidance	125
Active portfolio management	119
Charitable giving & philanthropy	119
Options & derivatives strategies	111
College savings (529s, UTMA, etc.)	105
Cash flow / budgeting	95
Multi-generational wealth transfer	95
Real estate investing	93
Income planning	75
Concentrated stock management	74
Approaching retirement	73
Established Professionals	68
Passive / index investing	52
HENRY (High Earners, Not Rich Yet)	40
Annuities	39
Social Security optimization	39
Mid-Career Professionals	37
Business ownership considerations	36
Retirement withdrawal strategies	30
Long-term care insurance	28
General tax planning	27
Equity Recipients (RS/RSU, SOP, ESPP)	21
Divorce financial planning	17
Equity compensation tax strategy	17
Business succession planning	16
Factor investing / smart beta	16
Financial Professional	16
Values-based investing	16
Self-Employed	15
Technology Professional	14
Debt management	13
Life insurance needs analysis	13
Charitable giving tax strategies	10
Tax strategies for small businesses	10
Liquidity event planning	8
Divorced	6
Doctor or Medical Professional	5
Women's Finance	5
Young Families	5
Educators, Teachers, and Academics	4
Family Business	4
FIRE (Financial Independence Retire Early)	3
Young Professionals	3

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