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
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
Financial Professional	17
Debt management	15
Retirement withdrawal strategies	14
Attorney	13
Planning for children with special needs	13
Doctor or Medical Professional	10
Technology Professional	10
Self-Employed	9
Tax strategies for small businesses	8
Family Business	7
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

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