Ways to browse advisors serving Pleasanton, CA

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

By how they work

Type	Advisors
Large-firm	4,297
Flat-fee	2,490
Seasoned	1,885
Independent	1,324
CFP®-certified	892

By who they serve

Type	Advisors
High-net-worth	1,777
Baby Boomer	53
Gen X	7
Millennial	5

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,369
Executive	2,142
Wealth management	1,683
Retired	1,647
Tax-loss harvesting	1,133
Private / alternative investments	1,061
Retirement plans for business owners (SEP, solo 401k)	1,024
General estate planning guidance	925
Active portfolio management	818
Retirement income strategy	697
College savings (529s, UTMA, etc.)	680
General retirement planning	658
ESG / Sustainable investing	589
Mid-Career Professionals	522
Approaching retirement	513
HENRY (High Earners, Not Rich Yet)	509
Options & derivatives strategies	502
Concentrated stock management	475
Cash flow / budgeting	471
Charitable giving & philanthropy	407
Real estate investing	389
Annuities	365
Income planning	330
Financial Professional	238
Business exit / sale strategy	231
Equity compensation tax strategy	227
Retirement withdrawal strategies	195
Social Security optimization	194
Passive / index investing	190
Divorce financial planning	157
Established Professionals	155
Multi-generational wealth transfer	150
Family Business	131
Women Professionals	131
General tax planning	120
Attorney	108
Self-Employed	84
Divorced	81
Business succession planning	76
Business ownership considerations	74
Dentist	74
Equity Recipients (RS/RSU, SOP, ESPP)	68
Planning for children with special needs	66
Parents	63
Long-term care insurance	57
Technology Professional	57
Tax strategies for small businesses	51
Debt management	46
Values-based investing	46
Factor investing / smart beta	45
Elder care planning	43
Doctor or Medical Professional	42
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	33
Consultant	31
Life insurance needs analysis	30
Liquidity event planning	25
Women's Finance	23
Charitable giving tax strategies	21
Business sale tax planning	20
Disability insurance	18
Young Families	17
Educators, Teachers, and Academics	14
LGBTQIA	12
Stock option exercise strategy	11
Startup equity planning	10
Retired	9
Exec comp design	7
Intergenerational Families	7
Young Professionals	7
Medicare planning	6
Inheritance planning	5
Widow/Widower	5
Divorced Women	4
Engineering Professional	4
Immigrants	4
Cross-border & expatriate issues	3
Religious/faith focused	3
Sandwich Generation	3

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