Top financial advisors in Chino, 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 Chino, 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 the advisor understands how Proposition 13 caps property tax increases and how that impacts your overall tax picture.
- Income tax planning. California's high income taxes require careful planning; ask how they integrate state tax considerations into your financial plan.
- Homeownership impact. Discuss how your home's value and tax protections affect your retirement and estate planning.
- Coordination with other taxes. Ensure they consider how property tax limits interact with other state and federal taxes to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Mary C
Series 63, Series 66
Chino Hills, CA
Edward Jones
Mary Caporale's 42 years of experience and expertise in wealth management and multi-generational wealth transfer make her well-equipped to address the financial complexities of homeowners in Chino Hills, including local tax considerations like Proposition 13. As part of Edward Jones, a large firm managing over $1 trillion in assets, she offers a structured advisory program with fees up to 1.35% annually, providing access to extensive resources compared to smaller practices.
Experience: 42 years
Avg account: $246,728
-
Johannes B
Series 65
Chino, CA
Tres Wealth Management Group, LLC
Johannes Bremicker offers wealth management and retirement income strategies in Chino, CA, with expertise in real estate investing that can help navigate Proposition 13's property tax limits. As an independent advisor at Tres Wealth Management Group, he provides personalized portfolio management using fundamental and technical analysis, charging a 1.75% AUM fee, which may suit clients seeking tailored investment approaches and local tax insight.
Experience: 1 year
Avg account: $451,064
-
Cassia S
Series 63, Series 65
Chino, CA
Primerica Advisors
Cassia Stefanini's 17 years of experience and Series 63 and 65 licenses equip her to navigate Chino's local tax landscape, including Proposition 13's property tax limits. Working with Primerica Advisors, a large firm offering discretionary asset management and a tiered wrap fee structure, she integrates income planning and tax-loss harvesting strategies, differentiating her approach from smaller firms or those without such comprehensive asset management options.
Experience: 18 years
Avg account: $228,117
-
Cristopher C
Series 66
Chino Hills, CA
Bright Legacy LLC
Cristopher Cuevas, based in nearby Chino Hills, offers expertise in wealth management and retirement plans for business owners, which can help navigate the complexities of Proposition 13 and California's tax environment. His independent firm, Bright Legacy LLC, provides discretionary investment management with a value-oriented approach, and his background includes leadership roles and consulting, distinguishing him from advisors focused solely on traditional financial planning.
Experience: 7 years
Avg account: $239,988
-
Victoria R
Series 63, Series 65
Chino, CA
LPL Financial
Victoria Renne's 27 years of experience and dual role as a financial advisor and tax preparer equip her to navigate Chino's Proposition 13 property tax rules and California's complex income tax landscape effectively. Operating within LPL Financial's large firm structure, she offers flat-fee financial planning and specializes in wealth management and retirement plans, providing a comprehensive approach compared to other local advisors.
Experience: 27 years
Avg account: $399,489
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Chino, CA
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")