Ways to browse CFP®-certified advisors serving Torrance, CA

Pick a specialty to browse more CFP®-certified advisors serving Torrance, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	800
Executive	570
Options & derivatives strategies	436
Wealth management	423
Retirement plans for business owners (SEP, solo 401k)	407
College savings (529s, UTMA, etc.)	289
Private / alternative investments	277
Retired	270
Annuities	230
Tax-loss harvesting	228
Real estate investing	155
HENRY (High Earners, Not Rich Yet)	153
ESG / Sustainable investing	117
General retirement planning	111
Active portfolio management	107
Established Professionals	105
Charitable giving & philanthropy	99
Retirement income strategy	96
Cash flow / budgeting	94
Approaching retirement	83
Business exit / sale strategy	79
Concentrated stock management	68
General estate planning guidance	68
Passive / index investing	60
Income planning	44
Retirement withdrawal strategies	43
Divorce financial planning	39
General tax planning	37
Mid-Career Professionals	36
Social Security optimization	34
Multi-generational wealth transfer	29
Business ownership considerations	28
Tax strategies for small businesses	26
Equity compensation tax strategy	25
Long-term care insurance	25
Attorney	24
Debt management	24
Self-Employed	18
Financial Professional	16
Values-based investing	13
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	12
Business succession planning	10
Factor investing / smart beta	10
Technology Professional	9
Women Professionals	7
Equity Recipients (RS/RSU, SOP, ESPP)	6
Parents	6
Business sale tax planning	5
Doctor or Medical Professional	4
Sandwich Generation	4
Financial coaching / therapy	3

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