Top financial advisors in Anaheim, CA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you own a home in Anaheim, CA, understanding how Proposition 13 limits your property tax increases over time can be crucial for your financial planning. Without an advisor familiar with these local tax rules, you might overlook opportunities to manage your tax burden effectively.
- Local tax expertise. Confirm the advisor knows how Proposition 13 affects your property taxes and long-term planning.
- Income tax navigation. Anaheim residents face high state income taxes; ask how the advisor integrates this into your overall strategy.
- Homeownership impact. Discuss how your home's value and tax protections influence your retirement and investment plans.
- Customized tax scenarios. Look for advisors who model different tax outcomes based on your property and income changes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Rajesh U
Series 63, Series 65
Anaheim Hills, CA
LPL Financial
Rajesh Upadhyaya's 30 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to address Anaheim homeowners' concerns about Proposition 13 and local tax impacts. Operating through LPL Financial, a large firm offering flat-fee financial planning, he serves diverse clients including business owners and retirees, providing access to in-house research and tailored investment solutions.
Experience: 30 years
Avg account: $399,489
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Joshua F
Series 63, Series 66
Anaheim Hills, CA
Fidelity
Joshua Felsenfeld's 24 years at Fidelity equip him to navigate Anaheim's complex tax landscape, including Proposition 13 implications for homeowners. His expertise in active portfolio management and charitable giving, combined with Fidelity's large-firm resources and quantitative investment approach, distinguishes him from advisors with smaller firm backgrounds or less specialized tax experience.
Experience: 24 years
Avg account: $234,793
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Christopher A
Series 66
Yorba Linda, CA
Merrill
Christopher Alvarez in Anaheim, CA, offers expertise in tax-loss harvesting and active portfolio management, which can help navigate local tax rules like Proposition 13. Working with Merrill, a large firm known for tax-efficient strategies and access to Bank of America's capital markets, he serves mid-career professionals and high earners, charging a 1.10% fee for managed strategies under $2 million.
Experience: 6 years
Avg account: $860,085
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Peggy N
Series 63, Series 65
Anaheim Hills, CA
J.P. Morgan Securities
Peggy Neal's 34 years of experience at J.P. Morgan Securities equip her to address Anaheim homeowners' unique tax challenges, including Proposition 13's impact on property taxes and income tax strategies. Her affiliation with a large firm offering institutional consulting and customized performance reporting distinguishes her approach, providing clients with comprehensive asset allocation advice and tailored investment solutions.
Experience: 35 years
Avg account: $318,381
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Mark H
Series 63, Series 65
Anaheim Hills, CA
Mark T. Harvey Investments
Mark Harvey's 12 years of experience and local presence in Anaheim Hills position him well to address Anaheim homeowners' unique tax challenges, including Proposition 13 implications. His firm offers flat-fee financial planning with a focus on retirement income strategies and a passive investment approach, catering mainly to individual investors and trusts, which may suit clients seeking personalized, tax-aware retirement and investment guidance.
Experience: 12 years
Avg account: $40,000
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