Ways to browse CFP®-certified advisors serving Redmond, WA

Pick a specialty to browse more CFP®-certified advisors serving Redmond, WA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	602
Executive	415
Retired	336
Wealth management	324
Private / alternative investments	255
Tax-loss harvesting	244
Retirement plans for business owners (SEP, solo 401k)	243
Retirement income strategy	189
General retirement planning	141
Business exit / sale strategy	131
ESG / Sustainable investing	123
General estate planning guidance	121
Active portfolio management	116
Charitable giving & philanthropy	110
Options & derivatives strategies	108
College savings (529s, UTMA, etc.)	100
Cash flow / budgeting	95
Real estate investing	95
Multi-generational wealth transfer	90
Concentrated stock management	75
Income planning	72
Established Professionals	71
Approaching retirement	68
Passive / index investing	52
Annuities	45
HENRY (High Earners, Not Rich Yet)	39
Mid-Career Professionals	39
Business succession planning	37
Social Security optimization	37
Business ownership considerations	35
Long-term care insurance	29
Retirement withdrawal strategies	27
General tax planning	26
Divorce financial planning	21
Equity Recipients (RS/RSU, SOP, ESPP)	21
Financial Professional	18
Factor investing / smart beta	17
Equity compensation tax strategy	16
Values-based investing	16
Life insurance needs analysis	15
Debt management	14
Self-Employed	13
Technology Professional	13
Tax strategies for small businesses	9
Young Families	6
Charitable giving tax strategies	5
Divorced	5
Women's Finance	4
Educators, Teachers, and Academics	3
FIRE (Financial Independence Retire Early)	3

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