Ways to browse CFP®-certified advisors serving San Francisco, CA

Pick a specialty to browse more CFP®-certified advisors serving San Francisco, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	689
Executive	459
Retired	414
Wealth management	364
Private / alternative investments	354
Retirement plans for business owners (SEP, solo 401k)	300
Tax-loss harvesting	266
Options & derivatives strategies	201
ESG / Sustainable investing	176
General retirement planning	165
College savings (529s, UTMA, etc.)	159
Concentrated stock management	155
Retirement income strategy	143
Charitable giving & philanthropy	140
Cash flow / budgeting	127
Active portfolio management	124
Real estate investing	99
Annuities	87
General estate planning guidance	87
Approaching retirement	80
Business exit / sale strategy	79
Passive / index investing	66
Income planning	63
Established Professionals	62
General tax planning	58
Mid-Career Professionals	58
Equity compensation tax strategy	44
HENRY (High Earners, Not Rich Yet)	42
Divorce financial planning	40
Long-term care insurance	39
Social Security optimization	38
Debt management	34
Business ownership considerations	30
Women Professionals	30
Equity Recipients (RS/RSU, SOP, ESPP)	27
Multi-generational wealth transfer	27
Financial Professional	26
Retirement withdrawal strategies	22
Values-based investing	19
Business succession planning	18
Technology Professional	15
Self-Employed	14
Planning for children with special needs	13
Doctor or Medical Professional	12
Family Business	11
Tax strategies for small businesses	11
Stock option exercise strategy	9
Life insurance needs analysis	6
Charitable giving tax strategies	5
Liquidity event planning	5
Parents	5
Retired	5
Business sale tax planning	4
Disability insurance	4
Intergenerational Families	4
Young Professionals	4
Sandwich Generation	3
Women's Finance	3

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