Ways to browse Independent advisors serving Torrance, CA

Pick a specialty to browse more Independent advisors serving Torrance, CA.

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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
756
Options & derivatives strategies
658
Wealth management
615
Private / alternative investments
489
Active portfolio management
433
Executive
407
Retirement plans for business owners (SEP, solo 401k)
289
Tax-loss harvesting
281
Real estate investing
227
Concentrated stock management
219
Retirement income strategy
213
General retirement planning
210
ESG / Sustainable investing
199
Cash flow / budgeting
180
College savings (529s, UTMA, etc.)
161
Annuities
147
Passive / index investing
142
Retired
132
General tax planning
122
Charitable giving & philanthropy
115
Tax strategies for small businesses
98
General estate planning guidance
95
Business exit / sale strategy
92
Income planning
80
Equity compensation tax strategy
64
Business ownership considerations
62
Debt management
56
Mid-Career Professionals
56
Retirement withdrawal strategies
52
Social Security optimization
44
HENRY (High Earners, Not Rich Yet)
41
Business succession planning
33
Long-term care insurance
27
Divorce financial planning
25
Approaching retirement
23
Business sale tax planning
22
Financial Professional
21
Self-Employed
17
Business Financial Management
14
Established Professionals
13
Family Business
13
Multi-generational wealth transfer
13
Factor investing / smart beta
12
Attorney
11
Life insurance needs analysis
11
Values-based investing
11
Charitable giving tax strategies
10
Doctor or Medical Professional
9
Equity Recipients (RS/RSU, SOP, ESPP)
7
Roth conversion strategy
7
Technology Professional
6
Young Professionals
6
Entity structure planning (LLC, S-Corp)
5
Sandwich Generation
5
Women Professionals
5
Medicare planning
4
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
4
Financial coaching / therapy
3
Parents
3
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