Ways to browse advisors serving San Jose, CA

Pick a specialty or descriptor to browse more advisors serving San Jose, CA.

By how they work

Type	Advisors
Large-firm	2,500
Flat-fee	1,057
Seasoned	992
Independent	571
CFP®-certified	398

By who they serve

Type	Advisors
High-net-worth	729
Baby Boomer	9
Gen X	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,627
Executive	990
Wealth management	975
Retired	740
General estate planning guidance	635
Tax-loss harvesting	559
Active portfolio management	460
Private / alternative investments	453
Retirement plans for business owners (SEP, solo 401k)	390
General retirement planning	378
College savings (529s, UTMA, etc.)	353
Retirement income strategy	351
ESG / Sustainable investing	299
Mid-Career Professionals	272
Charitable giving & philanthropy	267
HENRY (High Earners, Not Rich Yet)	252
Approaching retirement	246
Options & derivatives strategies	230
Cash flow / budgeting	225
Income planning	190
Real estate investing	188
Concentrated stock management	186
Annuities	160
Passive / index investing	121
Equity compensation tax strategy	118
Social Security optimization	116
Retirement withdrawal strategies	115
Business exit / sale strategy	110
Financial Professional	80
Multi-generational wealth transfer	78
Divorce financial planning	73
General tax planning	69
Established Professionals	60
Self-Employed	60
Attorney	47
Business succession planning	46
Women Professionals	41
Business ownership considerations	38
Parents	37
Technology Professional	35
Divorced	32
Equity Recipients (RS/RSU, SOP, ESPP)	31
Planning for children with special needs	30
Tax strategies for small businesses	30
Debt management	25
Values-based investing	25
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	22
Doctor or Medical Professional	19
Long-term care insurance	17
Business sale tax planning	15
Liquidity event planning	15
Charitable giving tax strategies	13
Life insurance needs analysis	11
Young Families	9
Factor investing / smart beta	7
Elder care planning	6
Medicare planning	5
Engineering Professional	4
LGBTQIA	4
Young Professionals	4
Stock option exercise strategy	3

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