Ways to browse CFP®-certified advisors serving Los Angeles, CA

Pick a specialty to browse more CFP®-certified advisors serving Los Angeles, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	912
Executive	649
Wealth management	479
Options & derivatives strategies	472
Retirement plans for business owners (SEP, solo 401k)	460
Private / alternative investments	322
College savings (529s, UTMA, etc.)	321
Retired	320
Tax-loss harvesting	252
Annuities	245
Real estate investing	170
HENRY (High Earners, Not Rich Yet)	164
Retirement income strategy	147
General retirement planning	137
ESG / Sustainable investing	133
Active portfolio management	120
Established Professionals	118
Charitable giving & philanthropy	117
Cash flow / budgeting	113
Business exit / sale strategy	103
Approaching retirement	98
General estate planning guidance	83
Concentrated stock management	82
Passive / index investing	67
Income planning	52
Retirement withdrawal strategies	50
General tax planning	43
Divorce financial planning	42
Mid-Career Professionals	42
Business ownership considerations	41
Social Security optimization	38
Multi-generational wealth transfer	34
Debt management	33
Tax strategies for small businesses	29
Equity compensation tax strategy	27
Long-term care insurance	26
Attorney	24
Self-Employed	23
Business succession planning	20
Financial Professional	17
Values-based investing	16
Young Families	15
Planning for children with special needs	14
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	14
Women Professionals	14
Young Professionals	12
Business sale tax planning	10
Factor investing / smart beta	9
Technology Professional	9
Doctor or Medical Professional	7
Equity Recipients (RS/RSU, SOP, ESPP)	7
Life insurance needs analysis	6
Parents	6
Educators, Teachers, and Academics	4
Financial coaching / therapy	4
Sandwich Generation	4
Business Financial Management	3

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