Top financial advisors in Berkeley, 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 Berkeley, CA, understanding how Proposition 13 limits your property tax increases can be crucial for your financial planning. Without an advisor familiar with local tax nuances, you might miss opportunities to optimize your tax strategy and long-term wealth.
- Local tax knowledge. Confirm how they incorporate California's high income taxes and Proposition 13's property tax limits into your overall plan.
- Income tax strategies. Ask how they help manage your tax burden given the state's progressive tax rates.
- Property tax planning. Ensure they understand how to leverage Proposition 13 protections when advising on real estate decisions.
- Long-term wealth focus. Look for advisors who balance tax planning with your broader financial goals over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Shawn H
Series 66
Berkeley, CA
J.P. Morgan Securities
Shawn Huynh's 16 years of experience and Series 66 designation position him well to address Berkeley homeowners' financial needs, including navigating Proposition 13 and California's tax environment. Operating within J.P. Morgan Securities, a large firm offering institutional consulting and customized investment services, he provides wealth management with a 0.30% annual AUM fee, catering to executives and business owners in the area.
Experience: 17 years
Avg account: $318,381
-
Yahweh K
Series 65, Series 63
Berkeley, CA
Merrill
Yahweh Khao Sok's experience at Merrill equips him to navigate Berkeley's complex tax environment, including Proposition 13 and California's income tax rates, through tax-loss harvesting and active portfolio management. His focus on mid-career professionals and HENRY clients, combined with Merrill's large-firm resources and a 1.10% AUM fee for managed strategies under $2 million, distinguishes him from other advisors in the area.
Experience: 3 years
Avg account: $860,085
-
Tammy P
Series 63, Series 65
Berkeley, CA
Eagle Strategies (NY Life)
Tammy Plotkin Oren, based in Berkeley, CA, offers 21 years of experience with Eagle Strategies, a large firm known for retirement income strategies and business owner retirement plans. She provides flexible fee options including AUM-based and hourly fees, and her involvement in local organizations reflects a strong community connection, which may enhance her understanding of local tax nuances like Proposition 13.
Experience: 21 years
Avg account: $235,446
-
Juliana M
CFP®
Berkeley, CA
Elmwood Wealth Management
Juliana Moravy, a CFP® professional at Elmwood Wealth Management in Berkeley, offers expertise in wealth management and tax coordination, which is vital for navigating California's income and property tax complexities. Her firm employs a long-term total-return investment approach and serves high-net-worth clients with a flat-fee option, distinguishing her from others by combining personalized planning with active and ETF-based strategies.
Experience: 3 years
Avg account: $2,263,826
-
Richard G
Series 65
Berkeley, CA
Affinity Capital Advisors LLC
Richard Greywitt's decade of experience and Series 65 designation equip him to navigate Berkeley's complex tax environment, including Proposition 13 implications. His firm, Affinity Capital Advisors, offers flat-fee and AUM-based pricing, serving individuals, high-net-worth clients, and business entities with diverse investment strategies and comprehensive tax and retirement planning services.
Experience: 10 years
Avg account: $1,582,268
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Berkeley, CA
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")