Top financial advisors in Burbank, 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 live in Burbank, CA, and face complex financial decisions like managing high income taxes or planning for property taxes limited by Proposition 13, you need advisors who understand these local nuances. Without this expertise, you might miss opportunities to reduce your tax burden or mismanage your property tax planning.
- Local tax knowledge. Confirm how they incorporate California's high income taxes and Proposition 13 limits into your financial plan.
- Long-term property tax strategy. Ask how they help you leverage Proposition 13 to protect your home's tax base over time.
- Experience with diverse client needs. Look for advisors who adapt strategies for different income levels and asset types common in Burbank.
- Coordination with other professionals. Ensure they work well with your tax preparer or estate attorney to align all aspects of your financial life.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Haroutioun B
Series 63, Series 65
Burbank, CA
Primerica Advisors
Haroutioun Bartanian's 13 years of experience at Primerica Advisors in Burbank equip him to address local tax challenges, including California's high income taxes and Proposition 13 property tax limits. His expertise in tax-loss harvesting and income planning, combined with Primerica's large-firm resources and discretionary asset management, offers a structured approach distinct from smaller local advisors.
Experience: 14 years
Avg account: $228,117
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Mady Y
Series 63
Burbank, CA
Planmember Securities Corporation
Mady Yehia's extensive 25 years of experience and Series 63 credential equip her to address Burbank's complex financial needs, including retirement planning for business owners and income strategies. Affiliated with PlanMember Securities Corporation, a large firm offering ERISA fiduciary services and strategic asset allocation, she also runs a tax and accounting business, providing a broader financial perspective compared to other advisors.
Experience: 25 years
Avg account: $132,363
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Derek V
Series 63, Series 66
Burbank, CA
J.P. Morgan Securities
Derek Van Der Wal's 15 years at J.P. Morgan Securities equip him to navigate Burbank's complex tax environment, including Proposition 13 implications, through wealth management strategies. His affiliation with a large firm offering institutional consulting and customized reporting distinguishes him by providing access to extensive resources and coordinated services beyond typical advisory roles.
Experience: 16 years
Avg account: $318,381
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Martin L
Series 63, Series 66
Burbank, CA
Wells Fargo Clearing
Martin Lee's 16 years of experience and Series 63 and 66 designations equip him to navigate Burbank's complex tax environment, including Proposition 13 implications. Affiliated with Wells Fargo Clearing, a large firm offering flat-fee options and serving high-net-worth clients, he provides retirement plan consulting with an IPS-driven, modern portfolio theory approach, distinguishing him from advisors focused solely on individual wealth management.
Experience: 16 years
Avg account: $475,575
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Eric H
ChFC®, Series 66
Burbank, CA
Hatfield Insurance & Financial Services, Inc.
Eric Hatfield's 23 years of experience and ChFC® designation equip him to address Burbank's complex tax environment, including estate planning and charitable giving. His firm offers flat-fee financial planning and uses model allocation portfolios with quarterly reviews, distinguishing him through a structured, independent approach and a focus on trusts and employer retirement plans.
Experience: 23 years
Avg account: $653,044
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