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

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	583
Executive	391
Retired	356
Private / alternative investments	296
Wealth management	281
Retirement plans for business owners (SEP, solo 401k)	235
Tax-loss harvesting	211
Options & derivatives strategies	182
ESG / Sustainable investing	146
General retirement planning	137
Concentrated stock management	127
Charitable giving & philanthropy	120
Retirement income strategy	120
Cash flow / budgeting	114
College savings (529s, UTMA, etc.)	114
Active portfolio management	94
Real estate investing	79
General estate planning guidance	72
Annuities	68
Approaching retirement	67
Business exit / sale strategy	66
Passive / index investing	63
Established Professionals	61
Mid-Career Professionals	55
Income planning	54
General tax planning	48
Divorce financial planning	39
Equity compensation tax strategy	37
Social Security optimization	37
HENRY (High Earners, Not Rich Yet)	34
Debt management	32
Long-term care insurance	29
Multi-generational wealth transfer	28
Women Professionals	27
Business ownership considerations	24
Equity Recipients (RS/RSU, SOP, ESPP)	23
Business succession planning	19
Values-based investing	19
Retirement withdrawal strategies	18
Financial Professional	17
Attorney	13
Planning for children with special needs	13
Doctor or Medical Professional	10
Technology Professional	10
Self-Employed	9
Family Business	8
Tax strategies for small businesses	8
Stock option exercise strategy	7
Retired	5
Business sale tax planning	4
Intergenerational Families	4
Parents	4
Young Professionals	4
Charitable giving tax strategies	3
Sandwich Generation	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support