Ways to browse CFP®-certified advisors serving Texas

Pick a specialty to browse more CFP®-certified advisors serving Texas.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	20,988
Wealth management	14,223
Executive	13,560
Retired	12,002
Tax-loss harvesting	10,086
Retirement plans for business owners (SEP, solo 401k)	8,757
Retirement income strategy	8,190
General retirement planning	6,105
College savings (529s, UTMA, etc.)	5,138
Private / alternative investments	4,708
General estate planning guidance	3,840
Approaching retirement	3,613
ESG / Sustainable investing	3,468
Active portfolio management	3,463
Options & derivatives strategies	3,390
Charitable giving & philanthropy	3,342
Cash flow / budgeting	2,942
Income planning	2,831
Multi-generational wealth transfer	2,761
Business exit / sale strategy	2,654
Annuities	2,552
HENRY (High Earners, Not Rich Yet)	2,534
Passive / index investing	2,011
Retirement withdrawal strategies	1,766
Social Security optimization	1,726
Concentrated stock management	1,669
Mid-Career Professionals	1,661
Business ownership considerations	1,642
Divorce financial planning	1,472
Real estate investing	1,230
General tax planning	873
Business succession planning	818
Self-Employed	754
Established Professionals	730
Equity compensation tax strategy	647
Financial Professional	591
Planning for children with special needs	589
Divorced	497
Attorney	493
Married/Couples/Partners	473
Women Professionals	456
Tax strategies for small businesses	375
Debt management	363
Intergenerational Families	328
Multi-state taxation	317
Long-term care insurance	316
Doctor or Medical Professional	287
Equity Recipients (RS/RSU, SOP, ESPP)	283
Military & Veterans	270
Values-based investing	220
Life insurance needs analysis	208
Parents	204
Factor investing / smart beta	198
Liquidity event planning	184
Religious/faith focused	156
Family Business	149
Retired	149
Educators, Teachers, and Academics	135
Business sale tax planning	133
Dentist	127
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	119
Inheritance planning	114
Charitable giving tax strategies	112
LGBTQIA	112
Young Professionals	112
Christian Faith Based	109
Technology Professional	87
Roth conversion strategy	83
Business Financial Management	77
Medicare planning	69
Professional Athlete	65
Young Families	65
Widow/Widower	61
Disability insurance	49
Airline Pilot	45
Early retirement planning	45
Government Employee	45
Women's Finance	45
Oil & Gas	38
Stock option exercise strategy	37
Startup equity planning	34
Trust structures (GRAT, IDGT, revocable)	34
Engineering Professional	33
Exec comp design	32
Public Service Employee	31
Student loan debt	28
Elder care planning	22
FIRE (Financial Independence Retire Early)	22
Dual Income Family	21
Newlywed/Engaged	20
Cross-border / expatriate tax planning	19
Entertainment Industry	16
Real Estate Professional	15
Divorced Women	13
Hispanic/Latino/Latinx	13
Expats	12
Gifting strategies	12
Sandwich Generation	12
Consultant	11
Career Changers	10
Entity structure planning (LLC, S-Corp)	10
Inherited wealth	10
Home buying	9
Women Business Owners	9
Immigrants	7
Biotech Professional	6
African Americans/Black	5
Female Executives	5
Key person insurance & risk mitigation	5
Minorities	5
Scientific Professional	5
Single Women	5
University Employee	5
Artists or Creative	4
Financial coaching / therapy	4
Independent Contractor	4
Optometrist	4
Sales Professional	4
Veterinarian	4

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