Ways to browse Seasoned advisors serving Pleasanton, CA

Pick a specialty to browse more Seasoned 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	1,134
Executive	700
Retired	655
Wealth management	567
Tax-loss harvesting	380
Retirement plans for business owners (SEP, solo 401k)	370
General estate planning guidance	349
Private / alternative investments	275
Approaching retirement	271
Retirement income strategy	271
College savings (529s, UTMA, etc.)	245
General retirement planning	236
Active portfolio management	205
HENRY (High Earners, Not Rich Yet)	193
Cash flow / budgeting	185
ESG / Sustainable investing	185
Mid-Career Professionals	184
Annuities	173
Options & derivatives strategies	156
Concentrated stock management	144
Charitable giving & philanthropy	139
Income planning	131
Real estate investing	118
Equity compensation tax strategy	104
Retirement withdrawal strategies	102
Social Security optimization	90
Business exit / sale strategy	87
Divorce financial planning	69
Passive / index investing	54
Financial Professional	52
Multi-generational wealth transfer	45
Women Professionals	45
Established Professionals	44
General tax planning	38
Attorney	36
Planning for children with special needs	34
Divorced	31
Self-Employed	28
Long-term care insurance	25
Business succession planning	23
Business ownership considerations	20
Elder care planning	19
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	19
Values-based investing	18
Dentist	17
Life insurance needs analysis	16
Doctor or Medical Professional	15
Factor investing / smart beta	12
Disability insurance	11
Technology Professional	10
Debt management	9
Equity Recipients (RS/RSU, SOP, ESPP)	9
Tax strategies for small businesses	9
Charitable giving tax strategies	7
LGBTQIA	5
Medicare planning	4

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