Ways to browse CFP®-certified advisors serving South San Francisco, CA

Pick a specialty to browse more CFP®-certified advisors serving South San Francisco, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	711
Executive	491
Retired	416
Private / alternative investments	391
Wealth management	378
Retirement plans for business owners (SEP, solo 401k)	310
Tax-loss harvesting	236
Options & derivatives strategies	196
ESG / Sustainable investing	169
General retirement planning	168
College savings (529s, UTMA, etc.)	162
Charitable giving & philanthropy	158
Retirement income strategy	148
Active portfolio management	147
Concentrated stock management	143
Cash flow / budgeting	130
Real estate investing	116
General estate planning guidance	98
Annuities	96
Business exit / sale strategy	93
Passive / index investing	72
Approaching retirement	70
Established Professionals	70
Income planning	63
General tax planning	54
Mid-Career Professionals	50
Divorce financial planning	46
Equity compensation tax strategy	45
Debt management	41
HENRY (High Earners, Not Rich Yet)	40
Long-term care insurance	40
Women Professionals	33
Social Security optimization	30
Business ownership considerations	29
Financial Professional	29
Business succession planning	28
Equity Recipients (RS/RSU, SOP, ESPP)	27
Multi-generational wealth transfer	27
Retirement withdrawal strategies	25
Values-based investing	23
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	18
Technology Professional	18
Factor investing / smart beta	17
Self-Employed	16
Planning for children with special needs	15
Elder care planning	14
Family Business	13
Tax strategies for small businesses	12
Doctor or Medical Professional	11
Divorced	8
Life insurance needs analysis	8
Stock option exercise strategy	8
Charitable giving tax strategies	7
Disability insurance	7
Liquidity event planning	6
Parents	6
Retired	6
Business sale tax planning	5
Intergenerational Families	4
Sandwich Generation	4
Young Professionals	4
LGBTQIA	3
Widow/Widower	3

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