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

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	633
Executive	415
Retired	397
Wealth management	329
Private / alternative investments	315
Retirement plans for business owners (SEP, solo 401k)	265
Tax-loss harvesting	233
Options & derivatives strategies	192
General retirement planning	155
ESG / Sustainable investing	154
Charitable giving & philanthropy	133
Retirement income strategy	133
Concentrated stock management	130
College savings (529s, UTMA, etc.)	126
Cash flow / budgeting	122
Active portfolio management	113
Annuities	80
Real estate investing	78
Business exit / sale strategy	76
General estate planning guidance	76
Approaching retirement	72
Passive / index investing	70
Established Professionals	61
General tax planning	61
Mid-Career Professionals	55
Income planning	54
Equity compensation tax strategy	41
Divorce financial planning	40
HENRY (High Earners, Not Rich Yet)	40
Social Security optimization	37
Multi-generational wealth transfer	32
Long-term care insurance	30
Women Professionals	26
Business ownership considerations	24
Equity Recipients (RS/RSU, SOP, ESPP)	24
Values-based investing	20
Business succession planning	17
Retirement withdrawal strategies	16
Financial Professional	15
Debt management	14
Attorney	13
Planning for children with special needs	13
Self-Employed	13
Tax strategies for small businesses	13
Doctor or Medical Professional	11
Technology Professional	9
Family Business	7
Stock option exercise strategy	7
Retired	6
Business sale tax planning	4
Intergenerational Families	4
Parents	4
Young Professionals	4
Charitable giving tax strategies	3
Sandwich Generation	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support