Ways to browse CFP®-certified advisors serving White Plains, NY

Pick a specialty to browse more CFP®-certified advisors serving White Plains, NY.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,184
Executive	903
Wealth management	793
Retired	593
Private / alternative investments	480
Tax-loss harvesting	448
Retirement plans for business owners (SEP, solo 401k)	447
Retirement income strategy	297
General retirement planning	274
Cash flow / budgeting	273
General estate planning guidance	272
Approaching retirement	232
Options & derivatives strategies	227
Business exit / sale strategy	214
Active portfolio management	204
College savings (529s, UTMA, etc.)	193
ESG / Sustainable investing	183
Charitable giving & philanthropy	174
Income planning	155
Annuities	141
Social Security optimization	140
Mid-Career Professionals	121
Divorce financial planning	113
Concentrated stock management	110
Multi-generational wealth transfer	103
Passive / index investing	94
Retirement withdrawal strategies	93
HENRY (High Earners, Not Rich Yet)	89
Attorney	83
Married/Couples/Partners	75
Real estate investing	73
Equity compensation tax strategy	70
Established Professionals	69
General tax planning	63
Self-Employed	53
Business ownership considerations	44
Financial Professional	37
Debt management	29
Values-based investing	27
Women Professionals	26
Business succession planning	21
Planning for children with special needs	21
Young Professionals	17
Consultant	14
Tax strategies for small businesses	14
Equity Recipients (RS/RSU, SOP, ESPP)	10
Parents	8
Business sale tax planning	7
Military & Veterans	6
Intergenerational Families	5
Life insurance needs analysis	5
Doctor or Medical Professional	4
Educators, Teachers, and Academics	4
Sandwich Generation	4
Business Financial Management	3
Expats	3
Widow/Widower	3

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