Ways to browse advisors serving Long Beach, CA

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

By how they work

Type	Advisors
Large-firm	8,845
Flat-fee	5,201
Seasoned	3,754
Independent	2,596
CFP®-certified	1,646

By who they serve

Type	Advisors
High-net-worth	3,109
Baby Boomer	158
Millennial	12
Gen X	6

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	7,861
Executive	5,323
Wealth management	4,476
Retired	3,192
Tax-loss harvesting	3,024
Retirement plans for business owners (SEP, solo 401k)	2,269
Private / alternative investments	1,942
Options & derivatives strategies	1,654
HENRY (High Earners, Not Rich Yet)	1,608
Active portfolio management	1,598
College savings (529s, UTMA, etc.)	1,437
General estate planning guidance	1,336
Mid-Career Professionals	1,242
General retirement planning	1,240
Retirement income strategy	1,208
Approaching retirement	1,185
ESG / Sustainable investing	1,158
Cash flow / budgeting	909
Annuities	863
Real estate investing	846
Charitable giving & philanthropy	839
Concentrated stock management	699
Income planning	617
Equity compensation tax strategy	590
Social Security optimization	532
Business exit / sale strategy	530
Passive / index investing	515
Established Professionals	469
Attorney	342
Retirement withdrawal strategies	327
Divorce financial planning	321
Multi-generational wealth transfer	292
Financial Professional	212
Self-Employed	209
Business ownership considerations	206
Consultant	185
Technology Professional	183
Intergenerational Families	171
General tax planning	158
Married/Couples/Partners	157
Divorced	154
Planning for children with special needs	123
Women Professionals	118
Business succession planning	117
Long-term care insurance	92
Values-based investing	86
Parents	77
Tax strategies for small businesses	74
Debt management	73
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	69
Young Families	51
Factor investing / smart beta	39
Family Business	37
Business Financial Management	35
Women's Finance	32
Business sale tax planning	31
Liquidity event planning	31
Doctor or Medical Professional	29
Life insurance needs analysis	29
Equity Recipients (RS/RSU, SOP, ESPP)	28
LGBTQIA	27
Entertainment Industry	26
Dentist	25
Retired	23
Educators, Teachers, and Academics	17
Medicare planning	14
Charitable giving tax strategies	12
Trust structures (GRAT, IDGT, revocable)	12
Military & Veterans	10
Professional Athlete	10
Young Professionals	10
Roth conversion strategy	9
Christian Faith Based	8
Early retirement planning	8
Career Changers	6
Dual Income Family	6
Hispanic/Latino/Latinx	6
Cross-border / expatriate tax planning	5
Sandwich Generation	4
Engineering Professional	3
FIRE (Financial Independence Retire Early)	3
Immigrants	3
Stock option exercise strategy	3

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