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

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	669
Executive	441
Retired	392
Wealth management	368
Retirement plans for business owners (SEP, solo 401k)	273
Tax-loss harvesting	272
Private / alternative investments	265
Retirement income strategy	220
General retirement planning	158
Business exit / sale strategy	154
General estate planning guidance	132
Active portfolio management	128
Charitable giving & philanthropy	122
College savings (529s, UTMA, etc.)	117
Options & derivatives strategies	114
Cash flow / budgeting	106
ESG / Sustainable investing	99
Multi-generational wealth transfer	99
Real estate investing	96
Approaching retirement	79
Concentrated stock management	79
Income planning	79
Established Professionals	71
Passive / index investing	59
Annuities	45
Social Security optimization	44
Business ownership considerations	42
HENRY (High Earners, Not Rich Yet)	42
Business succession planning	41
Mid-Career Professionals	38
Retirement withdrawal strategies	34
Long-term care insurance	29
General tax planning	28
Equity Recipients (RS/RSU, SOP, ESPP)	21
Divorce financial planning	20
Equity compensation tax strategy	18
Financial Professional	18
Factor investing / smart beta	17
Debt management	16
Self-Employed	16
Values-based investing	16
Life insurance needs analysis	15
Technology Professional	14
Charitable giving tax strategies	10
Liquidity event planning	10
Tax strategies for small businesses	10
Divorced	6
Doctor or Medical Professional	6
Young Families	6
Women's Finance	5
Young Professionals	5
Educators, Teachers, and Academics	4
Family Business	4
Married/Couples/Partners	4
FIRE (Financial Independence Retire Early)	3

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