Ways to browse CFP®-certified advisors serving Scottsdale, AZ

Pick a specialty to browse more CFP®-certified advisors serving Scottsdale, AZ.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	871
Retired	652
Tax-loss harvesting	527
Wealth management	495
Executive	475
Retirement income strategy	344
College savings (529s, UTMA, etc.)	316
General retirement planning	289
Retirement plans for business owners (SEP, solo 401k)	266
Private / alternative investments	254
ESG / Sustainable investing	253
HENRY (High Earners, Not Rich Yet)	226
Active portfolio management	213
Mid-Career Professionals	187
Options & derivatives strategies	178
Passive / index investing	160
Self-Employed	124
Cash flow / budgeting	106
Charitable giving & philanthropy	99
General estate planning guidance	93
Real estate investing	82
Concentrated stock management	81
Business exit / sale strategy	80
Approaching retirement	79
Annuities	76
Multi-generational wealth transfer	57
Income planning	51
Established Professionals	46
Social Security optimization	41
Business succession planning	36
Business ownership considerations	34
Retirement withdrawal strategies	34
Divorce financial planning	26
General tax planning	24
Equity compensation tax strategy	23
Financial Professional	20
Tax strategies for small businesses	17
Debt management	15
Equity Recipients (RS/RSU, SOP, ESPP)	14
Values-based investing	14
Women Professionals	13
Life insurance needs analysis	10
Long-term care insurance	9
Doctor or Medical Professional	8
Retired	8
Young Professionals	7
Military & Veterans	5
Airline Pilot	4
Cross-border / expatriate tax planning	4
Liquidity event planning	4
Technology Professional	4

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