Ways to browse CFP®-certified advisors serving Phoenix, AZ

Pick a specialty to browse more CFP®-certified advisors serving Phoenix, AZ.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	920
Retired	692
Tax-loss harvesting	544
Wealth management	531
Executive	507
Retirement income strategy	363
College savings (529s, UTMA, etc.)	322
General retirement planning	308
Retirement plans for business owners (SEP, solo 401k)	288
Private / alternative investments	259
ESG / Sustainable investing	255
HENRY (High Earners, Not Rich Yet)	231
Active portfolio management	225
Mid-Career Professionals	187
Options & derivatives strategies	182
Passive / index investing	168
Self-Employed	124
Charitable giving & philanthropy	114
Cash flow / budgeting	112
General estate planning guidance	100
Business exit / sale strategy	88
Approaching retirement	86
Concentrated stock management	86
Real estate investing	84
Annuities	80
Multi-generational wealth transfer	67
Income planning	57
Established Professionals	46
Social Security optimization	43
Business succession planning	41
Business ownership considerations	39
Retirement withdrawal strategies	36
Equity compensation tax strategy	27
Divorce financial planning	26
General tax planning	26
Financial Professional	23
Tax strategies for small businesses	17
Debt management	16
Values-based investing	15
Retired	14
Equity Recipients (RS/RSU, SOP, ESPP)	13
Life insurance needs analysis	13
Women Professionals	13
Long-term care insurance	12
Young Professionals	12
Doctor or Medical Professional	8
Liquidity event planning	7
Military & Veterans	6
Disability insurance	5
Airline Pilot	4
Cross-border / expatriate tax planning	4
Business Financial Management	3
Family Business	3
Technology Professional	3

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