Ways to browse CFP®-certified advisors serving New York

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,673
Wealth management	1,571
Executive	1,561
Retired	1,466
Tax-loss harvesting	1,216
Retirement plans for business owners (SEP, solo 401k)	1,023
Retirement income strategy	805
Private / alternative investments	685
General retirement planning	649
Cash flow / budgeting	616
College savings (529s, UTMA, etc.)	591
Approaching retirement	497
Active portfolio management	467
Options & derivatives strategies	454
General estate planning guidance	451
Business exit / sale strategy	431
ESG / Sustainable investing	384
Income planning	374
Annuities	373
Passive / index investing	350
Charitable giving & philanthropy	306
Social Security optimization	296
HENRY (High Earners, Not Rich Yet)	230
Retirement withdrawal strategies	221
Self-Employed	209
Mid-Career Professionals	207
Concentrated stock management	192
Divorce financial planning	172
General tax planning	172
Real estate investing	159
Multi-generational wealth transfer	149
Equity compensation tax strategy	122
Attorney	117
Established Professionals	117
Business ownership considerations	116
Married/Couples/Partners	105
Divorced	102
Debt management	86
Business succession planning	71
Long-term care insurance	70
Women Professionals	69
Financial Professional	65
Values-based investing	50
Roth conversion strategy	47
Tax strategies for small businesses	43
Equity Recipients (RS/RSU, SOP, ESPP)	42
Young Professionals	35
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	32
Factor investing / smart beta	30
Retired	26
Parents	25
Technology Professional	23
Doctor or Medical Professional	21
Educators, Teachers, and Academics	21
Intergenerational Families	21
Business sale tax planning	20
Life insurance needs analysis	19
Dentist	17
Consultant	15
Religious/faith focused	15
Women's Finance	15
Military & Veterans	13
Disability insurance	11
Elder care planning	11
Family Business	10
Young Families	10
Business Financial Management	9
Newlywed/Engaged	7
Sandwich Generation	7
Dual Income Family	6
Professional Athlete	6
Student loan debt	6
Expats	5
Immigrants	5
LGBTQIA	5
Medicare planning	5
Widow/Widower	5
African Americans/Black	4
Cross-border / expatriate tax planning	4
Artists or Creative	3
Divorced Women	3
FIRE (Financial Independence Retire Early)	3

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