Top financial advisors in Bishop, 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 Bishop, CA, understanding how Proposition 13 limits your property tax increases can be crucial for your financial planning. Without an advisor familiar with these local tax rules, you might miss opportunities to optimize your tax strategy and protect your assets.
- Local tax knowledge. Confirm the advisor understands how Proposition 13 caps property tax increases and how that impacts your long-term planning.
- Income tax planning. Bishop residents face high state income taxes; ask how the advisor integrates this into your overall tax strategy.
- Asset protection strategies. Discuss how they help safeguard your home equity and other assets from unexpected tax burdens.
- Coordination with other plans. Ensure they consider your property tax situation alongside retirement and estate planning for a comprehensive approach.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Randall V
Series 63, Series 65
Bishop, CA
Cetera
Randall Vantassell's 26 years of experience and Series 63 and 65 credentials position him well to navigate Bishop's unique tax environment, including Proposition 13 implications. Operating within Cetera's large firm, he offers flat-fee financial planning and specializes in wealth management, tax-loss harvesting, and retirement plans for business owners, catering to high earners approaching retirement.
Experience: 26 years
Avg account: $306,089
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Donald M
Series 63, Series 65
Bishop, CA
Ameriprise
Donald Matthewson's extensive 52 years of experience and focus on retirement income strategy make him well-suited to address Bishop residents' needs related to Proposition 13 and income tax planning. Affiliated with Ameriprise, a large firm offering tax-smart withdrawal strategies and Social Security optimization, he provides comprehensive retirement planning with a competitive 0.15% AUM fee, distinguishing him from other local advisors.
Experience: 52 years
Avg account: $471,167
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Jeffrey H
Series 63, Series 65
Bishop, CA
The Wealth Consulting Group
Jeffrey Haskell's 34 years of experience and Series 63 and 65 credentials equip him to navigate Bishop's unique property tax landscape, including Proposition 13 implications. His firm offers a tailored investment process combining fundamental and quantitative analysis, with flexible fee options like flat fees and hourly consulting, distinguishing him from others by serving a diverse client base including trusts and corporate clients.
Experience: 35 years
Avg account: $466,923
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Lindsey S
CFP®, Series 63
Bishop, CA
Mass Mutual Investors Services
Lindsey Sherer, based in Bishop, CA, brings 18 years of experience and CFP® certification, making her well-equipped to navigate local tax rules like Proposition 13 and integrate them into comprehensive financial plans. Working with Mass Mutual Investors Services, a large firm offering annual planning and educational seminars, she also supports business owners and multi-generational wealth transfer, distinguishing her from advisors focused solely on individual clients.
Experience: 18 years
Avg account: $249,379
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Joshua B
Series 66
Bishop, CA
J.P. Morgan Securities
Joshua Beck's 18 years of experience and Series 66 designation position him well to navigate Bishop's unique property tax landscape under Proposition 13. Operating within J.P. Morgan Securities, a large firm offering institutional consulting and customized performance reporting, he provides wealth management services with a 0.30% annual AUM fee, catering to executives and business owners seeking integrated tax and asset protection strategies.
Experience: 18 years
Avg account: $318,381
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