Ways to browse Independent advisors serving Long Beach, CA

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

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	1,106
Wealth management	884
Options & derivatives strategies	850
Private / alternative investments	735
Active portfolio management	576
Retirement plans for business owners (SEP, solo 401k)	516
Executive	514
Concentrated stock management	376
Tax-loss harvesting	365
ESG / Sustainable investing	332
Real estate investing	310
Retirement income strategy	300
Retired	287
General retirement planning	257
Passive / index investing	241
Annuities	205
Cash flow / budgeting	205
College savings (529s, UTMA, etc.)	193
Charitable giving & philanthropy	165
General estate planning guidance	133
General tax planning	130
Income planning	112
Business exit / sale strategy	107
Business ownership considerations	76
Mid-Career Professionals	68
Retirement withdrawal strategies	65
Social Security optimization	65
Debt management	62
Tax strategies for small businesses	55
HENRY (High Earners, Not Rich Yet)	52
Long-term care insurance	47
Business succession planning	45
Equity compensation tax strategy	44
Approaching retirement	37
Divorce financial planning	29
Factor investing / smart beta	24
Life insurance needs analysis	24
Self-Employed	24
Retired	23
Multi-generational wealth transfer	22
Business Financial Management	21
Business sale tax planning	18
Doctor or Medical Professional	16
Family Business	14
Values-based investing	14
Established Professionals	11
Financial Professional	11
Charitable giving tax strategies	10
Entertainment Industry	9
Equity Recipients (RS/RSU, SOP, ESPP)	9
Christian Faith Based	8
Roth conversion strategy	8
Technology Professional	7
Young Professionals	7
Medicare planning	6
Women Professionals	6
Parents	4
Sandwich Generation	4
Cross-border / expatriate tax planning	3

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