Ways to browse CFP®-certified advisors serving Washington

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,504
Executive	875
Retired	859
Wealth management	828
Tax-loss harvesting	714
Retirement plans for business owners (SEP, solo 401k)	596
Retirement income strategy	512
Private / alternative investments	442
College savings (529s, UTMA, etc.)	391
General retirement planning	366
Options & derivatives strategies	327
ESG / Sustainable investing	318
Business exit / sale strategy	298
Active portfolio management	288
General estate planning guidance	256
Cash flow / budgeting	240
Charitable giving & philanthropy	232
Annuities	182
Income planning	182
Concentrated stock management	169
Multi-generational wealth transfer	166
Approaching retirement	155
Passive / index investing	152
Real estate investing	152
Business succession planning	119
Established Professionals	112
Self-Employed	111
Social Security optimization	102
Business ownership considerations	100
Retirement withdrawal strategies	88
General tax planning	79
Mid-Career Professionals	79
HENRY (High Earners, Not Rich Yet)	69
Long-term care insurance	40
Divorce financial planning	39
Equity compensation tax strategy	38
Women Professionals	35
Equity Recipients (RS/RSU, SOP, ESPP)	32
Debt management	31
Factor investing / smart beta	31
Financial Professional	31
Life insurance needs analysis	30
Values-based investing	29
Professional Athlete	27
Charitable giving tax strategies	23
Tax strategies for small businesses	23
Technology Professional	19
Military & Veterans	18
Roth conversion strategy	17
Doctor or Medical Professional	16
Educators, Teachers, and Academics	15
Liquidity event planning	13
Business sale tax planning	10
Family Business	10
LGBTQIA	9
Married/Couples/Partners	8
Religious/faith focused	8
Young Professionals	8
Divorced	7
Women's Finance	7
Young Families	7
Business Financial Management	6
Early retirement planning	6
Parents	6
Attorney	5
Disability insurance	5
Elder care planning	5
Retired	5
Widow/Widower	5
Immigrants	4
Medicare planning	4
FIRE (Financial Independence Retire Early)	3
Government Employee	3
Single Women	3

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