Ways to browse CFP®-certified advisors serving Richardson, TX

Pick a specialty to browse more CFP®-certified advisors serving Richardson, TX.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	943
Executive	599
Wealth management	506
Retired	475
Retirement plans for business owners (SEP, solo 401k)	439
Tax-loss harvesting	405
Private / alternative investments	322
Options & derivatives strategies	293
Retirement income strategy	273
ESG / Sustainable investing	245
Active portfolio management	227
General retirement planning	219
College savings (529s, UTMA, etc.)	186
Concentrated stock management	181
Charitable giving & philanthropy	172
Business exit / sale strategy	142
Annuities	108
Approaching retirement	100
Cash flow / budgeting	99
Income planning	90
General estate planning guidance	80
HENRY (High Earners, Not Rich Yet)	77
Passive / index investing	77
Real estate investing	58
Multi-generational wealth transfer	57
Business succession planning	55
General tax planning	53
Mid-Career Professionals	52
Established Professionals	49
Social Security optimization	47
Business ownership considerations	46
Tax strategies for small businesses	43
Retirement withdrawal strategies	40
Equity compensation tax strategy	32
Women Professionals	32
Divorce financial planning	29
Family Business	25
Business sale tax planning	23
Life insurance needs analysis	21
Christian Faith Based	18
Divorced	18
Attorney	16
Values-based investing	16
Dentist	15
Doctor or Medical Professional	13
Self-Employed	12
Young Professionals	12
Debt management	11
Equity Recipients (RS/RSU, SOP, ESPP)	9
Financial Professional	9
Religious/faith focused	9
Factor investing / smart beta	8
Long-term care insurance	8
Charitable giving tax strategies	7
Business Financial Management	4
Technology Professional	4
Young Families	3

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