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

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

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	578
Executive	370
Retired	370
Private / alternative investments	277
Wealth management	268
Retirement plans for business owners (SEP, solo 401k)	227
Tax-loss harvesting	185
Options & derivatives strategies	165
Concentrated stock management	142
ESG / Sustainable investing	129
General retirement planning	125
College savings (529s, UTMA, etc.)	119
Active portfolio management	116
Retirement income strategy	115
Cash flow / budgeting	104
Charitable giving & philanthropy	92
Annuities	88
Real estate investing	81
Business exit / sale strategy	76
General estate planning guidance	67
Approaching retirement	63
Established Professionals	59
Passive / index investing	48
Income planning	45
Women Professionals	37
General tax planning	36
Divorce financial planning	35
HENRY (High Earners, Not Rich Yet)	35
Equity compensation tax strategy	33
Multi-generational wealth transfer	29
Equity Recipients (RS/RSU, SOP, ESPP)	27
Mid-Career Professionals	27
Social Security optimization	25
Values-based investing	25
Retirement withdrawal strategies	24
Long-term care insurance	19
Business ownership considerations	17
Divorced	15
Factor investing / smart beta	15
Financial Professional	15
Technology Professional	15
Debt management	14
Elder care planning	14
Planning for children with special needs	14
Tax strategies for small businesses	14
Doctor or Medical Professional	11
Business succession planning	10
Life insurance needs analysis	10
Self-Employed	9
Charitable giving tax strategies	7
Disability insurance	7
Family Business	7
Stock option exercise strategy	6
Parents	5
Retired	4
Divorced Women	3
LGBTQIA	3
Sandwich Generation	3
Widow/Widower	3
Women's Finance	3

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