Ways to browse advisors serving Pasadena, CA

Pick a specialty or descriptor to browse more advisors serving Pasadena, CA.

By how they work

Type	Advisors
Large-firm	6,492
Flat-fee	3,705
Seasoned	2,791
Independent	2,014
CFP®-certified	1,033

By who they serve

Type	Advisors
High-net-worth	2,449
Baby Boomer	95
Millennial	11
Gen X	5

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	5,631
Executive	3,922
Wealth management	3,437
Tax-loss harvesting	2,130
Retired	2,091
Retirement plans for business owners (SEP, solo 401k)	1,487
HENRY (High Earners, Not Rich Yet)	1,449
Active portfolio management	1,366
Private / alternative investments	1,335
Mid-Career Professionals	1,165
General estate planning guidance	1,116
Options & derivatives strategies	1,069
General retirement planning	1,060
Approaching retirement	1,019
Retirement income strategy	918
ESG / Sustainable investing	783
College savings (529s, UTMA, etc.)	766
Cash flow / budgeting	738
Charitable giving & philanthropy	729
Real estate investing	728
Concentrated stock management	482
Income planning	436
Established Professionals	419
Passive / index investing	415
Business exit / sale strategy	414
Equity compensation tax strategy	414
Social Security optimization	316
Annuities	306
Retirement withdrawal strategies	269
Attorney	267
Divorce financial planning	217
Multi-generational wealth transfer	207
Business ownership considerations	185
Financial Professional	182
Consultant	148
Technology Professional	146
Tax strategies for small businesses	129
Self-Employed	125
General tax planning	119
Women Professionals	118
Married/Couples/Partners	117
Divorced	113
Business succession planning	89
Debt management	75
Values-based investing	74
Parents	71
Planning for children with special needs	67
Long-term care insurance	62
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	57
Young Families	55
Family Business	49
Business sale tax planning	48
Factor investing / smart beta	42
Educators, Teachers, and Academics	37
Entertainment Industry	31
Women's Finance	31
Equity Recipients (RS/RSU, SOP, ESPP)	28
LGBTQIA	28
Business Financial Management	27
Liquidity event planning	27
Doctor or Medical Professional	26
Dentist	20
Life insurance needs analysis	18
Medicare planning	17
Intergenerational Families	13
Professional Athlete	12
Charitable giving tax strategies	11
Trust structures (GRAT, IDGT, revocable)	10
Roth conversion strategy	9
Military & Veterans	8
Early retirement planning	6
Hispanic/Latino/Latinx	5
Sandwich Generation	5
Financial coaching / therapy	3

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