Ways to browse Independent advisors serving Pleasanton, CA

Pick a specialty to browse more Independent 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	522
Private / alternative investments	399
Options & derivatives strategies	357
Wealth management	339
Executive	338
Active portfolio management	306
Tax-loss harvesting	268
Retirement plans for business owners (SEP, solo 401k)	233
Concentrated stock management	230
ESG / Sustainable investing	229
Retired	186
General retirement planning	168
Real estate investing	145
College savings (529s, UTMA, etc.)	139
Retirement income strategy	128
Charitable giving & philanthropy	123
Cash flow / budgeting	122
Annuities	106
Passive / index investing	102
General tax planning	100
Equity compensation tax strategy	86
General estate planning guidance	84
Income planning	66
Tax strategies for small businesses	43
Elder care planning	41
Equity Recipients (RS/RSU, SOP, ESPP)	40
Self-Employed	37
Business exit / sale strategy	35
Doctor or Medical Professional	34
Debt management	31
Long-term care insurance	29
Life insurance needs analysis	28
Business succession planning	27
Factor investing / smart beta	23
Technology Professional	21
Approaching retirement	19
Charitable giving tax strategies	18
Disability insurance	18
Mid-Career Professionals	18
Business ownership considerations	17
Divorce financial planning	15
Business sale tax planning	14
Established Professionals	14
Retirement withdrawal strategies	14
Social Security optimization	13
HENRY (High Earners, Not Rich Yet)	11
Values-based investing	10
Women Professionals	8
Financial Professional	6
Stock option exercise strategy	6
Retired	5
Widow/Widower	4
Women's Finance	4
Young Professionals	4
Cross-border & expatriate issues	3
Divorced Women	3
LGBTQIA	3
Sandwich Generation	3

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