Ways to browse Independent advisors serving Pasadena, CA

Pick a specialty to browse more Independent 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	791
Wealth management	653
Options & derivatives strategies	642
Private / alternative investments	475
Active portfolio management	468
Executive	447
Retirement plans for business owners (SEP, solo 401k)	319
Tax-loss harvesting	267
Concentrated stock management	255
Real estate investing	242
General retirement planning	226
Retirement income strategy	225
ESG / Sustainable investing	218
Cash flow / budgeting	166
Passive / index investing	158
College savings (529s, UTMA, etc.)	148
Retired	145
Charitable giving & philanthropy	136
Annuities	128
Tax strategies for small businesses	117
Business exit / sale strategy	101
General tax planning	97
Income planning	83
General estate planning guidance	79
Debt management	66
Equity compensation tax strategy	65
Mid-Career Professionals	62
Business ownership considerations	59
Social Security optimization	50
Business sale tax planning	40
Young Families	40
HENRY (High Earners, Not Rich Yet)	39
Self-Employed	37
Business succession planning	30
Retirement withdrawal strategies	27
Approaching retirement	26
Long-term care insurance	25
Divorce financial planning	23
Financial Professional	22
Factor investing / smart beta	18
Established Professionals	15
Business Financial Management	14
Family Business	14
Life insurance needs analysis	14
Equity Recipients (RS/RSU, SOP, ESPP)	13
Attorney	12
Values-based investing	12
Multi-generational wealth transfer	11
Charitable giving tax strategies	10
Doctor or Medical Professional	10
Technology Professional	8
Roth conversion strategy	7
Medicare planning	4
Sandwich Generation	4
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	4
Financial coaching / therapy	3
Parents	3
Women Professionals	3

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