Browse all CFP®-certified advisors in Louisiana

Every advisor below is licensed to work with clients in Louisiana. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	943
Executive	575
Retired	531
Wealth management	524
Retirement plans for business owners (SEP, solo 401k)	516
Tax-loss harvesting	391
Retirement income strategy	347
Options & derivatives strategies	271
Private / alternative investments	248
General retirement planning	221
College savings (529s, UTMA, etc.)	215
Business exit / sale strategy	195
ESG / Sustainable investing	194
Active portfolio management	179
Cash flow / budgeting	148
Annuities	134
Approaching retirement	124
Charitable giving & philanthropy	110
General estate planning guidance	106
Concentrated stock management	104
Income planning	97
HENRY (High Earners, Not Rich Yet)	85
General tax planning	81
Business succession planning	80
Passive / index investing	71
Business ownership considerations	68
Established Professionals	67
Social Security optimization	67
Retirement withdrawal strategies	62
Self-Employed	57
Women Professionals	56
Mid-Career Professionals	55
Real estate investing	50
Multi-generational wealth transfer	46
Equity compensation tax strategy	34
Factor investing / smart beta	33
Divorce financial planning	30
Debt management	25
Doctor or Medical Professional	24
Tax strategies for small businesses	24
Long-term care insurance	15
Business sale tax planning	13
Values-based investing	11
Attorney	9
Charitable giving tax strategies	9
Equity Recipients (RS/RSU, SOP, ESPP)	9
Life insurance needs analysis	8
Married/Couples/Partners	8
Military & Veterans	8
Oil & Gas	8
Educators, Teachers, and Academics	7
Young Professionals	7
Financial Professional	6
Intergenerational Families	6
Parents	6
Disability insurance	5
Retired	5
Young Families	5
Business Financial Management	4
Christian Faith Based	4
Dentist	4
Family Business	4
Liquidity event planning	4
Dual Income Family	3
Inherited wealth	3
Student loan debt	3

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