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

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	568
Executive	431
Wealth management	338
Private / alternative investments	306
Retired	262
Retirement plans for business owners (SEP, solo 401k)	239
Tax-loss harvesting	193
College savings (529s, UTMA, etc.)	145
Options & derivatives strategies	139
General retirement planning	138
Charitable giving & philanthropy	136
ESG / Sustainable investing	128
Concentrated stock management	115
Active portfolio management	113
Real estate investing	107
Retirement income strategy	103
Cash flow / budgeting	99
General estate planning guidance	82
Annuities	79
Passive / index investing	71
Business exit / sale strategy	57
Approaching retirement	48
General tax planning	47
Income planning	44
Equity compensation tax strategy	41
Established Professionals	41
Mid-Career Professionals	41
Long-term care insurance	38
Divorce financial planning	37
Debt management	36
HENRY (High Earners, Not Rich Yet)	28
Business succession planning	27
Equity Recipients (RS/RSU, SOP, ESPP)	27
Multi-generational wealth transfer	27
Business ownership considerations	26
Financial Professional	21
Retirement withdrawal strategies	18
Social Security optimization	18
Technology Professional	18
Women Professionals	18
Values-based investing	16
Factor investing / smart beta	15
Elder care planning	14
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	13
Self-Employed	12
Tax strategies for small businesses	12
Doctor or Medical Professional	10
Family Business	10
Life insurance needs analysis	10
Stock option exercise strategy	10
Planning for children with special needs	9
Charitable giving tax strategies	7
Disability insurance	7
Liquidity event planning	7
Business sale tax planning	5
Sandwich Generation	4
LGBTQIA	3
Parents	3
Widow/Widower	3
Young Professionals	3

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