Ways to browse advisors serving Livermore, CA

Pick a specialty or descriptor to browse more advisors serving Livermore, CA.

By how they work

Type	Advisors
Large-firm	2,126
Flat-fee	1,364
Seasoned	983
Independent	679
CFP®-certified	484

By who they serve

Type	Advisors
High-net-worth	795
Gen X	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,813
Executive	1,069
Retired	1,011
Wealth management	887
Tax-loss harvesting	641
Retirement plans for business owners (SEP, solo 401k)	542
Private / alternative investments	480
Active portfolio management	420
Retirement income strategy	396
General retirement planning	373
General estate planning guidance	331
ESG / Sustainable investing	330
College savings (529s, UTMA, etc.)	316
Approaching retirement	294
Options & derivatives strategies	290
Cash flow / budgeting	289
Annuities	267
HENRY (High Earners, Not Rich Yet)	264
Concentrated stock management	263
Mid-Career Professionals	250
Charitable giving & philanthropy	203
Income planning	176
Real estate investing	172
Business exit / sale strategy	129
Equity compensation tax strategy	117
Divorce financial planning	101
Social Security optimization	97
Multi-generational wealth transfer	91
Passive / index investing	82
General tax planning	81
Retirement withdrawal strategies	80
Attorney	77
Self-Employed	74
Financial Professional	69
Established Professionals	59
Business succession planning	53
Women Professionals	50
Parents	35
Planning for children with special needs	35
Equity Recipients (RS/RSU, SOP, ESPP)	34
Tax strategies for small businesses	34
Business ownership considerations	31
Doctor or Medical Professional	25
Factor investing / smart beta	23
Long-term care insurance	23
Life insurance needs analysis	22
Technology Professional	22
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	20
Values-based investing	20
Debt management	17
Charitable giving tax strategies	13
Educators, Teachers, and Academics	9
Young Families	7
Business sale tax planning	6
Family Business	3
Roth conversion strategy	3
Young Professionals	3

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