Ways to browse CFP®-certified advisors serving New York, NY

Pick a specialty to browse more CFP®-certified advisors serving New York, NY.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,148
Executive	862
Wealth management	809
Retirement plans for business owners (SEP, solo 401k)	498
Private / alternative investments	444
Tax-loss harvesting	433
Retired	369
Retirement income strategy	313
Cash flow / budgeting	306
General retirement planning	279
College savings (529s, UTMA, etc.)	257
General estate planning guidance	244
Options & derivatives strategies	231
Approaching retirement	223
ESG / Sustainable investing	207
Active portfolio management	204
Charitable giving & philanthropy	182
Business exit / sale strategy	168
Annuities	144
Mid-Career Professionals	135
HENRY (High Earners, Not Rich Yet)	127
Income planning	126
Passive / index investing	120
Divorce financial planning	112
Social Security optimization	108
Concentrated stock management	103
Real estate investing	103
Multi-generational wealth transfer	83
General tax planning	78
Retirement withdrawal strategies	75
Equity compensation tax strategy	73
Attorney	69
Divorced	59
Established Professionals	56
Self-Employed	55
Long-term care insurance	49
Financial Professional	40
Business ownership considerations	38
Debt management	38
Business succession planning	32
Tax strategies for small businesses	29
Values-based investing	29
Women Professionals	24
Young Professionals	19
Technology Professional	15
Factor investing / smart beta	14
Consultant	12
Women's Finance	12
Business sale tax planning	11
Intergenerational Families	8
Life insurance needs analysis	8
Elder care planning	7
Equity Recipients (RS/RSU, SOP, ESPP)	7
Business Financial Management	4
Educators, Teachers, and Academics	4
Family Business	4
Expats	3
Widow/Widower	3

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