Top financial advisors in Carson, 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 Carson, 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 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 protections into your overall plan.
- Income and asset coordination. Ask how they balance your income tax burden with property tax considerations to avoid unexpected liabilities.
- Long-term property planning. Inquire about strategies for managing property taxes when buying, selling, or inheriting real estate in California.
- Tax impact scenarios. See if they model different tax outcomes based on changes in your income or property holdings to help you prepare for future shifts.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Erika N
Series 63, Series 66
Carson, CA
J.P. Morgan Securities
Erika Noble's nine years of experience at J.P. Morgan Securities equip her to navigate Carson's complex tax environment, including Proposition 13's impact on property taxes. Her background with large firms and focus on wealth management for executives and business owners, combined with a 0.30% annual AUM fee, distinguishes her from advisors with smaller firm affiliations or different client focuses.
Experience: 10 years
Avg account: $318,381
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Anthony H
Series 63, Series 65
Carson, CA
Transamerica Financial Advisors
Anthony Hicks offers expertise in wealth management and sustainable investing, supported by 32 years of experience and Series 63 and 65 licenses, making him well-equipped to navigate Carson's property tax landscape. Affiliated with Transamerica Financial Advisors, a large firm managing $1.7 billion in assets, he provides services to diverse clients with a 0.65% AUM fee, distinguishing him through broad firm resources and seasoned insight.
Experience: 33 years
Avg account: $48,577
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Alejandro A
Series 66
Carson, CA
Merrill
Alejandro Acosta in Carson, CA, is equipped to address local tax challenges like Proposition 13 through Merrill's focus on tax-efficient investment strategies and active portfolio management. With 9 years of experience and a Series 66 designation, he serves mid-career professionals and high earners, leveraging a large firm's resources and offering a 1.10% AUM fee for managed strategies under $2 million.
Experience: 9 years
Avg account: $860,085
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Frank S
Series 63, Series 65
Carson, CA
Integrated Capital Management, Inc.
Frank Sciotto's decade of experience and Series 63 and 65 licenses equip him to navigate Carson's unique tax landscape, including Proposition 13 implications. His firm, Integrated Capital Management, serves primarily individual and high-net-worth clients with a focus on equities, ETFs, and derivatives, offering flat-fee financial planning and discretionary portfolio management, which may appeal to those seeking a blend of tax-aware investment strategies and personalized service.
Experience: 10 years
Avg account: $316,896
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Mariah S
Series 63, Series 65
Carson, CA
Primerica Advisors
Mariah Simmons in Carson, CA, offers expertise in income planning and tax-loss harvesting, which can help navigate California's complex tax environment including Proposition 13. Working with Primerica Advisors, a large firm, she provides model-driven discretionary asset management with a tiered wrap-fee structure, suitable for individual and high-net-worth clients seeking coordinated income and property tax strategies.
Experience: 3 years
Avg account: $228,117
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