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

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,230
Executive	805
Wealth management	791
Retired	641
Retirement plans for business owners (SEP, solo 401k)	633
Tax-loss harvesting	561
Private / alternative investments	524
Options & derivatives strategies	406
Active portfolio management	277
College savings (529s, UTMA, etc.)	260
ESG / Sustainable investing	243
Retirement income strategy	234
General retirement planning	219
Business exit / sale strategy	215
Cash flow / budgeting	143
Approaching retirement	136
Concentrated stock management	133
Charitable giving & philanthropy	127
Passive / index investing	118
General estate planning guidance	106
General tax planning	95
Mid-Career Professionals	95
Income planning	94
Annuities	91
HENRY (High Earners, Not Rich Yet)	88
Real estate investing	79
Established Professionals	62
Social Security optimization	58
Multi-generational wealth transfer	51
Business ownership considerations	50
Retirement withdrawal strategies	49
Equity compensation tax strategy	46
Divorce financial planning	45
Business succession planning	42
Doctor or Medical Professional	34
Self-Employed	33
Tax strategies for small businesses	33
Young Professionals	33
Factor investing / smart beta	26
Long-term care insurance	26
Attorney	16
Women Professionals	14
Debt management	13
Family Business	13
Financial Professional	13
Equity Recipients (RS/RSU, SOP, ESPP)	9
Life insurance needs analysis	9
Professional Athlete	8
Technology Professional	8
Business sale tax planning	7
Medicare planning	7
Business Financial Management	6
Charitable giving tax strategies	5
Educators, Teachers, and Academics	4
Parents	4
Student loan debt	3
Young Families	3

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