Ways to browse CFP®-certified advisors serving Seattle, WA

Pick a specialty to browse more CFP®-certified advisors serving Seattle, WA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	643
Executive	439
Retired	368
Wealth management	353
Private / alternative investments	265
Retirement plans for business owners (SEP, solo 401k)	262
Tax-loss harvesting	260
Retirement income strategy	207
General retirement planning	151
Business exit / sale strategy	137
General estate planning guidance	131
ESG / Sustainable investing	127
Active portfolio management	125
Charitable giving & philanthropy	119
Options & derivatives strategies	114
College savings (529s, UTMA, etc.)	113
Cash flow / budgeting	100
Multi-generational wealth transfer	96
Real estate investing	96
Concentrated stock management	80
Income planning	75
Approaching retirement	73
Established Professionals	70
Passive / index investing	57
Annuities	43
HENRY (High Earners, Not Rich Yet)	40
Mid-Career Professionals	39
Social Security optimization	38
Business ownership considerations	37
Retirement withdrawal strategies	30
General tax planning	27
Long-term care insurance	26
Equity Recipients (RS/RSU, SOP, ESPP)	22
Divorce financial planning	19
Factor investing / smart beta	18
Financial Professional	18
Business succession planning	17
Equity compensation tax strategy	17
Values-based investing	16
Life insurance needs analysis	15
Debt management	14
Self-Employed	14
Technology Professional	13
Tax strategies for small businesses	12
Liquidity event planning	10
Young Families	6
Divorced	5
Young Professionals	5
Charitable giving tax strategies	4
Married/Couples/Partners	4
Women's Finance	4
Educators, Teachers, and Academics	3
FIRE (Financial Independence Retire Early)	3

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