Ways to browse Seasoned advisors serving Mountain View, CA

Pick a specialty to browse more Seasoned advisors serving Mountain View, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	754
Executive	478
Wealth management	379
Retired	302
General estate planning guidance	300
Private / alternative investments	187
Tax-loss harvesting	184
Retirement income strategy	183
General retirement planning	174
College savings (529s, UTMA, etc.)	173
Retirement plans for business owners (SEP, solo 401k)	164
Approaching retirement	158
ESG / Sustainable investing	146
Cash flow / budgeting	132
Mid-Career Professionals	131
Active portfolio management	128
Annuities	109
Concentrated stock management	104
Options & derivatives strategies	98
Income planning	93
Real estate investing	91
Charitable giving & philanthropy	90
Equity compensation tax strategy	75
Retirement withdrawal strategies	70
Social Security optimization	62
Business exit / sale strategy	55
Divorce financial planning	47
HENRY (High Earners, Not Rich Yet)	46
Financial Professional	40
Passive / index investing	38
Multi-generational wealth transfer	33
General tax planning	29
Attorney	28
Self-Employed	23
Divorced	22
Planning for children with special needs	20
Elder care planning	18
Business succession planning	17
Established Professionals	17
Business ownership considerations	16
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	14
Long-term care insurance	11
Technology Professional	11
Values-based investing	10
Life insurance needs analysis	9
Tax strategies for small businesses	6
Charitable giving tax strategies	5
LGBTQIA	5
Debt management	4
Liquidity event planning	4
Medicare planning	4

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