Browse all CFP®-certified advisors in Utah

Every advisor below is licensed to work with clients in Utah. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	559
Retired	302
Wealth management	293
Executive	274
Tax-loss harvesting	267
Retirement plans for business owners (SEP, solo 401k)	247
Retirement income strategy	189
Private / alternative investments	167
College savings (529s, UTMA, etc.)	153
General retirement planning	132
Options & derivatives strategies	124
Active portfolio management	120
Business exit / sale strategy	116
Annuities	101
Charitable giving & philanthropy	99
Cash flow / budgeting	84
ESG / Sustainable investing	78
General estate planning guidance	66
Income planning	65
Approaching retirement	62
Business succession planning	58
Self-Employed	54
Passive / index investing	51
Real estate investing	45
Social Security optimization	41
Concentrated stock management	39
Mid-Career Professionals	38
Business ownership considerations	37
Doctor or Medical Professional	36
Retirement withdrawal strategies	35
HENRY (High Earners, Not Rich Yet)	33
General tax planning	32
Established Professionals	24
Divorce financial planning	21
Multi-generational wealth transfer	21
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	9
Values-based investing	9
Women Professionals	9
Equity compensation tax strategy	8
Divorced	7
Factor investing / smart beta	7
Attorney	6
Intergenerational Families	5
Liquidity event planning	5
Business sale tax planning	3
Charitable giving tax strategies	3
Stock option exercise strategy	3
Technology Professional	3

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