Ways to browse CFP®-certified advisors serving New Jersey

Pick a specialty to browse more CFP®-certified advisors serving New Jersey.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,191
Executive	1,225
Wealth management	1,225
Retired	1,160
Tax-loss harvesting	1,010
Retirement plans for business owners (SEP, solo 401k)	831
Private / alternative investments	554
Retirement income strategy	478
College savings (529s, UTMA, etc.)	447
General retirement planning	427
Business exit / sale strategy	374
ESG / Sustainable investing	373
Options & derivatives strategies	370
Approaching retirement	369
Active portfolio management	359
Cash flow / budgeting	354
General estate planning guidance	316
HENRY (High Earners, Not Rich Yet)	264
Annuities	254
Charitable giving & philanthropy	212
Mid-Career Professionals	206
Passive / index investing	204
Income planning	202
Self-Employed	166
Concentrated stock management	156
Divorce financial planning	152
General tax planning	142
Social Security optimization	141
Multi-generational wealth transfer	126
Real estate investing	125
Retirement withdrawal strategies	124
Equity compensation tax strategy	118
Business succession planning	97
Attorney	79
Married/Couples/Partners	78
Business ownership considerations	76
Divorced	73
Established Professionals	66
Planning for children with special needs	62
Financial Professional	61
Values-based investing	47
Factor investing / smart beta	41
Women Professionals	31
Debt management	30
Tax strategies for small businesses	28
Long-term care insurance	26
Life insurance needs analysis	19
Young Professionals	18
Intergenerational Families	15
Parents	14
Educators, Teachers, and Academics	12
Equity Recipients (RS/RSU, SOP, ESPP)	12
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
Roth conversion strategy	5
Women Business Owners	5
Christian Faith Based	4
Elder care planning	4
Inheritance planning	4
Medicare planning	4
Military & Veterans	4
Stock option exercise strategy	3

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