Top financial advisors in Camarillo, 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 Camarillo, CA, understanding how Proposition 13 limits your property tax increases over time can be crucial for your financial planning. Without an advisor familiar with these local tax rules, you might overlook opportunities to manage your tax burden effectively.
- Property tax impact. Ask how they incorporate Proposition 13's limits into your long-term tax projections.
- High income tax navigation. Confirm they have strategies to address California's higher income tax rates alongside your overall plan.
- Homeownership planning. See if they consider how your home's value and tax protections affect your retirement or cash flow needs.
- Local market knowledge. Ensure they understand Camarillo's real estate trends and tax environment to tailor advice to your situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Barry B
CFP®, Series 65
Camarillo, CA
Barry F.T. Bolker
Barry Bolker's independent, fee-only practice in Camarillo offers fixed-fee and hourly financial planning, which can help homeowners navigate Proposition 13's property tax limits and California's income tax environment. With 7 years of industry experience and a focus on Baby Boomers, he emphasizes cash flow, retirement, and tax planning using low-cost mutual funds and ETFs, differing from advisors who manage assets or charge asset-based fees.
Experience: 8 years
Avg account: $0
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Joseph H
Series 65
Camarillo, CA
Dynamic
Joseph Harris in Camarillo, CA, combines eight years of experience with expertise in private investments, concentrated stock management, and retirement plans for business owners, which can help address local tax considerations like Proposition 13. His firm, Dynamic, offers flat-fee and AUM-based pricing, serving diverse clients with a long-term, client-specific investment approach, distinguishing him from advisors focused solely on traditional fee structures or narrower client types.
Experience: 9 years
Avg account: $964,859
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David B
Series 66, Series 63
Camarillo, CA
Merrill
David Biggs at Merrill in Camarillo, CA, offers expertise in tax-loss harvesting and active portfolio management, which can help navigate California's complex tax environment including Proposition 13 implications. With a large-firm backing, Series 63 and 66 credentials, and experience serving mid-career professionals and HENRY clients, he provides managed strategies with a 1.10% AUM fee, differentiating him through access to broad managed account programs and tax-efficient investment approaches.
Experience: 1 year
Avg account: $860,085
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Blake B
Series 66
Camarillo, CA
LPL Financial
Blake Behunin's experience with wealth management and tax-loss harvesting, combined with his Series 66 designation and eight years in the industry, equips him to address the complexities of Proposition 13 and California's tax environment for homeowners in Camarillo. His affiliation with LPL Financial, a large firm offering flat-fee planning and a broad client base, provides access to extensive resources and diverse investment options compared to smaller practices.
Experience: 8 years
Avg account: $399,489
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Manuel C
Series 66
Camarillo, CA
J.P. Morgan Securities
Manuel Ceja, based in Camarillo, CA, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With four years of experience and a Series 66 designation, he serves executives and business owners, charging a 0.30% annual fee on assets under management, which may suit clients seeking a blend of institutional resources and personalized advice.
Experience: 4 years
Avg account: $318,381
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