Ways to browse Seasoned advisors serving Palo Alto, CA

Pick a specialty to browse more Seasoned advisors serving Palo Alto, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	754
Executive	478
Retired	378
Wealth management	374
General estate planning guidance	300
Tax-loss harvesting	259
Retirement plans for business owners (SEP, solo 401k)	224
Private / alternative investments	187
Retirement income strategy	182
College savings (529s, UTMA, etc.)	171
General retirement planning	170
Approaching retirement	163
ESG / Sustainable investing	146
Cash flow / budgeting	134
Mid-Career Professionals	132
Active portfolio management	129
HENRY (High Earners, Not Rich Yet)	113
Annuities	108
Concentrated stock management	106
Real estate investing	92
Income planning	91
Options & derivatives strategies	85
Charitable giving & philanthropy	81
Equity compensation tax strategy	75
Retirement withdrawal strategies	70
Social Security optimization	63
Business exit / sale strategy	56
Divorce financial planning	48
Passive / index investing	39
Financial Professional	37
Multi-generational wealth transfer	32
Attorney	29
General tax planning	28
Divorced	23
Planning for children with special needs	20
Self-Employed	20
Elder care planning	18
Business succession planning	17
Established Professionals	17
Business ownership considerations	16
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	14
Long-term care insurance	11
Technology Professional	11
Values-based investing	10
Life insurance needs analysis	9
Tax strategies for small businesses	6
Charitable giving tax strategies	5
Debt management	5
LGBTQIA	4
Liquidity event planning	4
Medicare planning	4
Factor investing / smart beta	3

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