Ways to browse CFP®-certified advisors serving Waltham, MA

Pick a specialty to browse more CFP®-certified advisors serving Waltham, MA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	891
Wealth management	609
Executive	576
Retired	554
Tax-loss harvesting	416
Private / alternative investments	396
Retirement plans for business owners (SEP, solo 401k)	381
Retirement income strategy	293
Active portfolio management	246
General retirement planning	237
ESG / Sustainable investing	229
Options & derivatives strategies	224
Cash flow / budgeting	197
Passive / index investing	164
College savings (529s, UTMA, etc.)	161
Business exit / sale strategy	139
Charitable giving & philanthropy	117
Income planning	112
Concentrated stock management	103
General estate planning guidance	101
Approaching retirement	97
Annuities	88
Established Professionals	77
Social Security optimization	66
General tax planning	57
Multi-generational wealth transfer	54
HENRY (High Earners, Not Rich Yet)	52
Real estate investing	48
Divorce financial planning	44
Equity compensation tax strategy	43
Financial Professional	43
Attorney	42
Debt management	42
Business ownership considerations	41
Business succession planning	41
Retirement withdrawal strategies	39
Mid-Career Professionals	38
Women Professionals	34
Self-Employed	32
Long-term care insurance	28
Tax strategies for small businesses	22
Business sale tax planning	21
Parents	14
Factor investing / smart beta	11
Equity Recipients (RS/RSU, SOP, ESPP)	9
Intergenerational Families	8
Doctor or Medical Professional	7
Life insurance needs analysis	7
Charitable giving tax strategies	5
Professional Athlete	4
Educators, Teachers, and Academics	3
Retired	3
Roth conversion strategy	3
Technology Professional	3
Young Professionals	3

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