Browse all CFP®-certified advisors in New Jersey

Every advisor below is licensed to work with clients in New Jersey. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,175
Wealth management	1,213
Executive	1,211
Retired	1,154
Tax-loss harvesting	1,002
Retirement plans for business owners (SEP, solo 401k)	830
Private / alternative investments	542
Retirement income strategy	473
College savings (529s, UTMA, etc.)	447
General retirement planning	443
Cash flow / budgeting	398
Business exit / sale strategy	374
Options & derivatives strategies	372
Approaching retirement	371
ESG / Sustainable investing	371
Active portfolio management	359
General estate planning guidance	308
HENRY (High Earners, Not Rich Yet)	257
Annuities	253
Charitable giving & philanthropy	215
Passive / index investing	207
Income planning	205
Mid-Career Professionals	203
Self-Employed	169
Concentrated stock management	154
Divorce financial planning	151
Social Security optimization	141
General tax planning	131
Multi-generational wealth transfer	122
Retirement withdrawal strategies	121
Real estate investing	120
Equity compensation tax strategy	117
Business succession planning	96
Attorney	79
Married/Couples/Partners	78
Business ownership considerations	76
Divorced	73
Planning for children with special needs	63
Financial Professional	58
Established Professionals	56
Values-based investing	47
Factor investing / smart beta	44
Debt management	31
Women Professionals	31
Long-term care insurance	26
Professional Athlete	26
Tax strategies for small businesses	26
Life insurance needs analysis	19
Young Professionals	18
Parents	14
Educators, Teachers, and Academics	12
Intergenerational Families	12
Equity Recipients (RS/RSU, SOP, ESPP)	11
Retired	9
Business sale tax planning	8
Business Financial Management	7
Religious/faith focused	7
Technology Professional	7
Family Business	6
Women's Finance	6
Charitable giving tax strategies	5
Disability insurance	5
Women Business Owners	5
Christian Faith Based	4
Medicare planning	4
Military & Veterans	4
Elder care planning	3
Stock option exercise strategy	3

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