Ways to browse CFP®-certified advisors serving Utah

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	563
Retired	304
Wealth management	304
Executive	277
Tax-loss harvesting	269
Retirement plans for business owners (SEP, solo 401k)	248
Retirement income strategy	194
Private / alternative investments	174
College savings (529s, UTMA, etc.)	153
General retirement planning	137
Options & derivatives strategies	123
Active portfolio management	119
Business exit / sale strategy	116
Annuities	102
Cash flow / budgeting	86
Charitable giving & philanthropy	85
ESG / Sustainable investing	78
General estate planning guidance	67
Income planning	67
Approaching retirement	62
Business succession planning	58
Real estate investing	54
Self-Employed	53
Passive / index investing	51
Social Security optimization	42
HENRY (High Earners, Not Rich Yet)	41
Business ownership considerations	39
Concentrated stock management	39
Mid-Career Professionals	38
Doctor or Medical Professional	36
Retirement withdrawal strategies	35
General tax planning	33
Established Professionals	32
Divorce financial planning	20
Multi-generational wealth transfer	20
Life insurance needs analysis	19
Debt management	16
Long-term care insurance	15
Retired	15
Dentist	14
Tax strategies for small businesses	13
Equity Recipients (RS/RSU, SOP, ESPP)	12
Financial Professional	10
Medicare planning	10
Values-based investing	9
Women Professionals	9
Equity compensation tax strategy	8
Divorced	7
Factor investing / smart beta	7
Attorney	6
Liquidity event planning	6
Intergenerational Families	5
Business sale tax planning	3
Stock option exercise strategy	3
Technology Professional	3

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