Ways to browse CFP®-certified advisors serving Wisconsin

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,129
Retired	785
Executive	622
Wealth management	604
Tax-loss harvesting	566
Retirement income strategy	477
Retirement plans for business owners (SEP, solo 401k)	464
Private / alternative investments	310
College savings (529s, UTMA, etc.)	244
Options & derivatives strategies	238
Business exit / sale strategy	231
General retirement planning	224
Annuities	183
Active portfolio management	174
Approaching retirement	171
ESG / Sustainable investing	158
Income planning	149
HENRY (High Earners, Not Rich Yet)	138
General estate planning guidance	135
Cash flow / budgeting	122
Charitable giving & philanthropy	105
Social Security optimization	102
Mid-Career Professionals	100
Multi-generational wealth transfer	91
Business succession planning	90
Passive / index investing	89
Retirement withdrawal strategies	81
Concentrated stock management	77
Business ownership considerations	69
General tax planning	67
Real estate investing	62
Self-Employed	55
Factor investing / smart beta	46
Women Professionals	45
Established Professionals	43
Divorce financial planning	34
Debt management	29
Tax strategies for small businesses	24
Divorced	22
Equity compensation tax strategy	20
Doctor or Medical Professional	18
Long-term care insurance	18
Life insurance needs analysis	13
Values-based investing	12
Disability insurance	11
Business sale tax planning	9
Educators, Teachers, and Academics	8
Married/Couples/Partners	8
Parents	7
Religious/faith focused	5
Charitable giving tax strategies	4
Stock option exercise strategy	4
Student loan debt	3

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