Ways to browse advisors serving Petaluma, CA

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

By how they work

Type	Advisors
Large-firm	919
Flat-fee	688
Seasoned	537
Independent	436
CFP®-certified	247

By who they serve

Type	Advisors
High-net-worth	395
Millennial	5

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	831
Retired	530
Executive	466
Wealth management	441
Tax-loss harvesting	326
Retirement plans for business owners (SEP, solo 401k)	281
College savings (529s, UTMA, etc.)	238
General retirement planning	234
Retirement income strategy	229
Private / alternative investments	214
General estate planning guidance	188
Active portfolio management	187
Options & derivatives strategies	132
Mid-Career Professionals	130
Cash flow / budgeting	121
Charitable giving & philanthropy	113
HENRY (High Earners, Not Rich Yet)	107
ESG / Sustainable investing	101
Approaching retirement	95
Annuities	91
Real estate investing	90
Passive / index investing	88
Income planning	78
Business exit / sale strategy	61
Concentrated stock management	60
Multi-generational wealth transfer	57
Social Security optimization	53
Equity compensation tax strategy	46
General tax planning	35
Business succession planning	34
Retirement withdrawal strategies	34
Established Professionals	32
Financial Professional	28
Tax strategies for small businesses	26
Business ownership considerations	24
Equity Recipients (RS/RSU, SOP, ESPP)	24
Divorce financial planning	20
Long-term care insurance	19
Values-based investing	17
Women Professionals	17
Debt management	16
Parents	13
Attorney	12
Doctor or Medical Professional	12
Planning for children with special needs	9
Self-Employed	9
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	9
Stock option exercise strategy	8
Life insurance needs analysis	7
Intergenerational Families	6
Liquidity event planning	5
Technology Professional	4

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