Ways to browse CFP®-certified advisors serving Santa Monica, CA

Pick a specialty to browse more CFP®-certified advisors serving Santa Monica, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	954
Executive	659
Wealth management	508
Options & derivatives strategies	473
Retirement plans for business owners (SEP, solo 401k)	470
Retired	344
College savings (529s, UTMA, etc.)	328
Private / alternative investments	327
Tax-loss harvesting	254
Annuities	252
Real estate investing	188
HENRY (High Earners, Not Rich Yet)	163
Retirement income strategy	159
General retirement planning	150
Active portfolio management	143
ESG / Sustainable investing	135
Cash flow / budgeting	126
Charitable giving & philanthropy	122
Business exit / sale strategy	111
Approaching retirement	102
General estate planning guidance	90
Passive / index investing	85
Concentrated stock management	81
Retirement withdrawal strategies	66
Income planning	60
Mid-Career Professionals	51
Divorce financial planning	45
Business ownership considerations	43
Social Security optimization	42
General tax planning	41
Debt management	36
Established Professionals	34
Multi-generational wealth transfer	34
Equity compensation tax strategy	30
Tax strategies for small businesses	30
Attorney	27
Long-term care insurance	25
Self-Employed	24
Business succession planning	21
Financial Professional	18
Planning for children with special needs	17
Values-based investing	16
Young Families	15
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	14
Women Professionals	14
Young Professionals	12
Factor investing / smart beta	9
Technology Professional	9
Business sale tax planning	8
Equity Recipients (RS/RSU, SOP, ESPP)	8
Doctor or Medical Professional	7
Parents	7
Educators, Teachers, and Academics	4
Financial coaching / therapy	4
Life insurance needs analysis	4
Sandwich Generation	4
Business Financial Management	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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our 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