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

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	927
Retired	694
Tax-loss harvesting	549
Wealth management	532
Executive	519
Retirement income strategy	375
College savings (529s, UTMA, etc.)	325
General retirement planning	303
Retirement plans for business owners (SEP, solo 401k)	293
Private / alternative investments	268
ESG / Sustainable investing	267
HENRY (High Earners, Not Rich Yet)	230
Active portfolio management	225
Mid-Career Professionals	187
Options & derivatives strategies	177
Passive / index investing	169
Self-Employed	124
Charitable giving & philanthropy	108
General estate planning guidance	103
Cash flow / budgeting	99
Approaching retirement	94
Business exit / sale strategy	85
Concentrated stock management	85
Real estate investing	85
Annuities	78
Multi-generational wealth transfer	67
Income planning	58
Established Professionals	46
Social Security optimization	45
Business succession planning	43
Retirement withdrawal strategies	40
Business ownership considerations	39
Divorce financial planning	29
Equity compensation tax strategy	28
General tax planning	27
Financial Professional	23
Debt management	17
Equity Recipients (RS/RSU, SOP, ESPP)	16
Tax strategies for small businesses	16
Life insurance needs analysis	15
Retired	15
Values-based investing	15
Women Professionals	13
Long-term care insurance	12
Young Professionals	12
Doctor or Medical Professional	8
Disability insurance	5
Liquidity event planning	5
Military & Veterans	5
Airline Pilot	4
Cross-border / expatriate tax planning	4
Technology Professional	4
Business Financial Management	3

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