Ways to browse CFP®-certified advisors serving Oakland, CA

Pick a specialty to browse more CFP®-certified advisors serving Oakland, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	784
Executive	519
Retired	481
Private / alternative investments	418
Wealth management	412
Retirement plans for business owners (SEP, solo 401k)	331
Tax-loss harvesting	287
Options & derivatives strategies	236
General retirement planning	201
ESG / Sustainable investing	194
College savings (529s, UTMA, etc.)	179
Concentrated stock management	166
Retirement income strategy	164
Active portfolio management	157
Cash flow / budgeting	154
Charitable giving & philanthropy	148
Real estate investing	122
Annuities	104
General estate planning guidance	101
Business exit / sale strategy	93
Approaching retirement	83
Passive / index investing	78
Established Professionals	76
Income planning	67
General tax planning	63
Mid-Career Professionals	62
Equity compensation tax strategy	50
HENRY (High Earners, Not Rich Yet)	46
Divorce financial planning	43
Long-term care insurance	41
Social Security optimization	40
Debt management	35
Equity Recipients (RS/RSU, SOP, ESPP)	34
Women Professionals	34
Business succession planning	32
Business ownership considerations	31
Multi-generational wealth transfer	31
Financial Professional	29
Values-based investing	28
Retirement withdrawal strategies	26
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	22
Technology Professional	18
Factor investing / smart beta	17
Self-Employed	16
Planning for children with special needs	14
Elder care planning	13
Tax strategies for small businesses	13
Doctor or Medical Professional	12
Family Business	12
Divorced	11
Life insurance needs analysis	9
Stock option exercise strategy	9
Disability insurance	7
Retired	7
Charitable giving tax strategies	6
Liquidity event planning	6
Parents	6
Business sale tax planning	4
Intergenerational Families	4
Sandwich Generation	4
Young Professionals	4
LGBTQIA	3
Widow/Widower	3
Women's Finance	3

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