Top financial advisors in Bakersfield, 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 have a high income and own property in Bakersfield, CA, you might face complex tax situations that require careful planning. A common mistake is overlooking how Proposition 13 limits property tax increases, which can affect your long-term financial strategy.
- State tax nuances. Confirm how the advisor integrates California's high income taxes with property tax protections into your overall plan.
- Income timing strategies. Ask how they manage income recognition to minimize tax impact across different years.
- Property tax planning. Ensure they understand how Proposition 13 caps can influence your real estate decisions and tax liabilities.
- Local market insight. Look for advisors familiar with Bakersfield's economic environment to align your financial goals with regional factors.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lance H
Series 65
Bakersfield, CA
Howard Financial
Lance Howard's 16 years of financial advisory experience and expertise in real estate investing make him well-suited to address complex tax and property planning needs in Bakersfield, CA. His flat-fee structure and independent status, combined with serving high-net-worth clients and business entities, differentiate him by offering personalized, non-discretionary advice with a focus on comprehensive financial planning and investment oversight.
Experience: 17 years
Avg account: $303,737
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Gabriel W
Series 63, Series 65
Bakersfield, CA
Woodward Diversified Capital, LLC
Gabriel Woodward's 21 years of experience and expertise in tax-loss harvesting and active portfolio management equip him to navigate Bakersfield's complex tax environment, including Proposition 13 implications. His firm offers flat-fee financial planning capped at $20,000 annually and serves a diverse client base, combining tax-aware strategies with private investment funds, distinguishing him from other local advisors.
Experience: 21 years
Avg account: $902,179
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Arnell L
Series 66
Bakersfield, CA
Integrated Advisors Network LLC
Arnell Land's 24 years of experience and Series 66 designation equip him to navigate Bakersfield's complex tax environment, including Proposition 13's property tax limits. As an independent advisor offering flat-fee consulting and a risk-profile investment approach, he serves high-net-worth individuals and corporate clients, distinguishing himself with a background at Morgan Stanley and expertise in ESG and wealth management.
Experience: 24 years
Avg account: $739,399
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Ronald Y
Series 66
Bakersfield, CA
LPL Financial
Ronald Young's 21 years of experience and Series 66 designation equip him to navigate Bakersfield's complex tax environment, including Proposition 13's property tax limits. Affiliated with LPL Financial, a large firm offering both advisory and brokerage services, he provides flat-fee financial planning and specializes in wealth management, retirement plans for business owners, and tax-loss harvesting, distinguishing him from other local advisors.
Experience: 21 years
Avg account: $399,489
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Guillermo R
Series 66
Bakersfield, CA
Merrill
Guillermo Rivas Flores is well-suited for high-income clients in Bakersfield, CA, offering expertise in tax-loss harvesting and active portfolio management, which can address complex tax situations including Proposition 13 implications. Affiliated with Merrill, a large firm known for tax-efficient strategies and diverse managed account programs, he also brings local insight as a co-owner of a family rental property in Bakersfield, enhancing his understanding of regional real estate tax nuances.
Experience: 1 year
Avg account: $860,085
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