Ways to browse CFP®-certified advisors serving Schaumburg, IL

Pick a specialty to browse more CFP®-certified advisors serving Schaumburg, IL.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	980
Executive	613
Wealth management	604
Retired	567
Retirement plans for business owners (SEP, solo 401k)	499
Tax-loss harvesting	444
Options & derivatives strategies	337
Private / alternative investments	288
College savings (529s, UTMA, etc.)	246
Retirement income strategy	227
General retirement planning	210
Active portfolio management	199
ESG / Sustainable investing	156
Business exit / sale strategy	129
Cash flow / budgeting	127
Approaching retirement	125
General estate planning guidance	107
Concentrated stock management	105
Annuities	101
Passive / index investing	98
Charitable giving & philanthropy	92
General tax planning	89
HENRY (High Earners, Not Rich Yet)	83
Income planning	83
Mid-Career Professionals	83
Real estate investing	59
Multi-generational wealth transfer	58
Social Security optimization	54
Business ownership considerations	48
Divorce financial planning	41
Values-based investing	40
Established Professionals	39
Retirement withdrawal strategies	38
Business succession planning	37
Equity compensation tax strategy	36
Factor investing / smart beta	26
Tax strategies for small businesses	21
Self-Employed	16
Long-term care insurance	14
Financial Professional	12
Women Professionals	12
Life insurance needs analysis	11
Attorney	8
Business Financial Management	7
Doctor or Medical Professional	7
Equity Recipients (RS/RSU, SOP, ESPP)	7
Business sale tax planning	5
Family Business	5
Young Professionals	5
Debt management	4
Educators, Teachers, and Academics	4
Technology Professional	4
Parents	3

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