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

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

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	656
Executive	432
Wealth management	321
Retired	296
Private / alternative investments	282
Retirement plans for business owners (SEP, solo 401k)	257
Options & derivatives strategies	252
Tax-loss harvesting	252
HENRY (High Earners, Not Rich Yet)	169
Real estate investing	161
College savings (529s, UTMA, etc.)	127
ESG / Sustainable investing	123
General retirement planning	121
Charitable giving & philanthropy	120
Active portfolio management	117
Established Professionals	110
Retirement income strategy	101
Approaching retirement	96
Cash flow / budgeting	93
Business exit / sale strategy	81
Concentrated stock management	74
General estate planning guidance	73
Passive / index investing	66
Income planning	43
Annuities	42
Mid-Career Professionals	40
Divorce financial planning	35
General tax planning	34
Social Security optimization	30
Multi-generational wealth transfer	29
Equity compensation tax strategy	28
Tax strategies for small businesses	28
Debt management	27
Retirement withdrawal strategies	27
Business ownership considerations	26
Long-term care insurance	26
Attorney	23
Self-Employed	20
Business succession planning	15
Financial Professional	15
Values-based investing	15
Young Families	15
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	13
Planning for children with special needs	11
Factor investing / smart beta	9
Women Professionals	9
Business sale tax planning	8
Technology Professional	8
Equity Recipients (RS/RSU, SOP, ESPP)	7
Parents	6
Life insurance needs analysis	5
Doctor or Medical Professional	4
Sandwich Generation	4
Financial coaching / therapy	3

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