Ways to browse CFP®-certified advisors serving Redwood City, CA

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

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

Specialty	Advisors
Founder/Business Owner	636
Executive	455
Wealth management	400
Private / alternative investments	310
Retirement plans for business owners (SEP, solo 401k)	260
Retired	244
Tax-loss harvesting	236
Options & derivatives strategies	161
General retirement planning	160
College savings (529s, UTMA, etc.)	158
Charitable giving & philanthropy	143
Retirement income strategy	139
ESG / Sustainable investing	126
General estate planning guidance	123
Cash flow / budgeting	113
Concentrated stock management	111
Active portfolio management	109
Real estate investing	105
Annuities	89
Passive / index investing	79
Business exit / sale strategy	74
Approaching retirement	65
Income planning	64
General tax planning	55
Divorce financial planning	44
Equity compensation tax strategy	42
Established Professionals	41
Mid-Career Professionals	37
Debt management	36
Multi-generational wealth transfer	36
HENRY (High Earners, Not Rich Yet)	34
Long-term care insurance	34
Social Security optimization	34
Equity Recipients (RS/RSU, SOP, ESPP)	32
Business succession planning	31
Retirement withdrawal strategies	29
Business ownership considerations	26
Financial Professional	24
Women Professionals	23
Values-based investing	21
Self-Employed	19
Technology Professional	18
Tax strategies for small businesses	17
Elder care planning	14
Factor investing / smart beta	14
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	14
Divorced	13
Family Business	11
Doctor or Medical Professional	10
Life insurance needs analysis	10
Stock option exercise strategy	10
Planning for children with special needs	9
Charitable giving tax strategies	8
Liquidity event planning	8
Disability insurance	7
Parents	6
Business sale tax planning	5
Dual Income Family	4
Sandwich Generation	4
Widow/Widower	4
Divorced Women	3
LGBTQIA	3
Young Professionals	3

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