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 have a high income and own property in Bishop, CA, you might need an advisor who understands how to navigate the area's unique tax landscape. Without this knowledge, you could miss opportunities to limit your property tax increases or manage your income tax burden effectively.
- Local tax expertise. Confirm how they incorporate California's high income taxes and Proposition 13 limits into your financial plan.
- Property tax strategy. Ask how they help homeowners use Proposition 13 to control long-term property tax costs.
- Income and investment balance. Look for advisors who consider how your income level affects tax planning and investment choices.
- Experience with local regulations. Ensure they understand Bishop's specific financial environment and regulatory factors affecting your wealth.
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 designations equip him to address the complex tax and property considerations in Bishop, CA. Operating within Cetera, a large SEC-registered firm offering multi-manager platforms and flat-fee options, he combines wealth management and tax-loss harvesting expertise, making him a seasoned choice for high-income property owners seeking tailored financial strategies.
Experience: 26 years
Avg account: $306,089
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Jeffrey H
Series 63, Series 65
Bishop, CA
The Wealth Consulting Group
Jeffrey Haskell's 35 years of experience and his firm's expertise in tax-aware investment strategies make him well-suited to address the complex tax environment in Bishop, CA, including Proposition 13 property tax considerations. His firm offers a blend of active and passive management with tax features, and his flat-fee and hourly consulting options provide flexible engagement models compared to other advisors in the area.
Experience: 35 years
Avg account: $466,923
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Lindsey S
CFP®, Series 63
Bishop, CA
Mass Mutual Investors Services
Lindsey Sherer brings 18 years of experience and CFP® certification to clients in Bishop, CA, offering expertise in estate planning, wealth transfer, and cash flow management. Affiliated with Mass Mutual Investors Services, a large firm providing comprehensive financial planning and asset management, she also leverages her background as a CFO to support business owners and individuals with tailored strategies.
Experience: 18 years
Avg account: $249,379
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Terrence L
Series 63, Series 66
Bishop, CA
Ameriprise
Terrence Lapan's 24 years of experience and focus on retirement income strategy and income planning make him well-suited to address the tax and investment challenges faced by high-income property owners in Bishop, CA. As a seasoned advisor at Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he combines tax-efficient strategies with a 0.15% AUM fee, catering primarily to clients approaching retirement with significant investable assets.
Experience: 24 years
Avg account: $471,167
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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 address the complex tax and investment challenges faced by high-income property owners in Bishop, CA. Working with J.P. Morgan Securities, a large firm offering institutional consulting and customized asset allocation, he provides a blend of wealth management and executive-focused services with a 0.30% annual AUM fee, distinguishing him from smaller local advisors.
Experience: 19 years
Avg account: $318,381
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