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Professionals

Small business owners, entrepreneurs, corporate executives, and other professionals have different unique financial situations and challenges. Your career arc is singular. Your financial aims are distinct.

Tax strategy Business planning Executive benefits

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Personalized planning for professionals like you

You deserve a personalized planning approach that’s specifically designed for professionals like you. At Certified Planners Group, our financial business coaches are here to help you create, execute, and oversee your comprehensive financial strategy, guiding you toward greater financial clarity.

Financial Advice That Optimizes Your Career and Your Life

Whether you’re a seasoned professional in the corporate world or starting your own venture, the financial intricacies you face are distinctly yours. We recognize that your time is precious and should be devoted to expanding your business, refining your skills, and advocating for your needs. That’s where Empower Certified Planners Group comes in—we can take charge of your financial management.

By handling investment research, qualified plan oversight, debt management, and more, we free you to concentrate on what truly matters. Together, we can work towards your financial freedom.

The Benefits of Leaning on a Financial Advisor for Professionals

Running a business takes considerable time and strategic planning, and navigating today’s complex landscape can be a challenge. Let us handle your financial management so you can concentrate on activities that drive your revenue.

Our advisors help in areas such as cash flow management, employer-sponsored retirement plans, executive compensation, corporate structuring, and business transitions—including ISOs, RSUs, 401(k)s, SIMPLE IRAs, and California programs like CalPERS or CalSavers.

Lifestyle and Retirement Planning

As a dedicated professional, your vision for retirement—whether it’s sooner, later, or a shift in career— might look different from those around you. Navigating these decisions calls for creative thinking and tailored strategies that fit your unique financial picture.

Think of us as your personal CFO—here to simplify, clarify, and help manage the financial details so you can focus on what truly matters.

Coaching as a Team Effort

Managing your personal finances shouldn’t be a solo endeavor. As part of your financial team, our business coaches help uncover opportunities and insights while addressing your concerns.

We collaborate with the professionals in your life—accountants, attorneys, business partners, and more—so your strategy is coordinated, comprehensive, and built for long-term confidence.

Confidence comes from attention to detail.

Weʼve been at this a long time and weʼve got your best interest at heart. Your success is our success. We strive to deliver an unparalleled experience so that you can live confidently.

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