Ways to browse Independent advisors serving San Rafael, CA

Pick a specialty to browse more Independent 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	642
Options & derivatives strategies	510
Private / alternative investments	486
Wealth management	408
Executive	407
Tax-loss harvesting	335
Retirement plans for business owners (SEP, solo 401k)	321
Active portfolio management	293
Concentrated stock management	274
ESG / Sustainable investing	218
General retirement planning	205
Retired	201
Passive / index investing	178
College savings (529s, UTMA, etc.)	177
Real estate investing	164
Retirement income strategy	162
Charitable giving & philanthropy	154
Cash flow / budgeting	146
General tax planning	104
Annuities	94
General estate planning guidance	89
Income planning	80
Equity compensation tax strategy	59
Business exit / sale strategy	43
Mid-Career Professionals	41
Business ownership considerations	39
Business succession planning	39
Equity Recipients (RS/RSU, SOP, ESPP)	39
Debt management	35
Values-based investing	28
Divorce financial planning	24
Established Professionals	24
Approaching retirement	23
Tax strategies for small businesses	23
Long-term care insurance	22
Multi-generational wealth transfer	18
Retirement withdrawal strategies	18
Life insurance needs analysis	16
HENRY (High Earners, Not Rich Yet)	15
Social Security optimization	15
Business sale tax planning	13
Doctor or Medical Professional	12
Financial Professional	12
Self-Employed	12
Stock option exercise strategy	12
Charitable giving tax strategies	9
Factor investing / smart beta	8
Technology Professional	7
Women Professionals	7
Retired	6
Attorney	4
Young Professionals	4
Liquidity event planning	3
Sandwich Generation	3

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