Top financial advisors in Clearlake, 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 significant assets or income in Clearlake, CA, you might need an advisor who understands how local tax rules like Proposition 13 affect your property taxes over time. Without this knowledge, advisors may overlook opportunities to limit your long-term tax burden.
- Local tax insight. Confirm the advisor knows how California's high income taxes and Proposition 13 interact with your overall financial plan.
- Income and asset coordination. Ask how they balance your income tax planning with property tax considerations unique to Clearlake.
- Long-term property tax strategy. Look for advisors who consider how property tax limits impact your wealth preservation over decades.
- Experience with regional markets. Ensure they understand local real estate trends and how these affect your investment and tax decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Janet A
Series 63, Series 65
Lakeport, CA
J. Oliver Maxwell, LLC
Janet Attard's 16 years of experience and background in real estate and healthcare equip her to navigate Clearlake's unique tax environment, including Proposition 13 implications. Operating from Lakeport, CA, she offers flat-fee comprehensive plans and hourly consultations, serving high-income clients, medical professionals, and business owners with a focus on retirement and income planning.
Experience: 16 years
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Christopher I
CFP®, Series 63, Series 65
Clearlake, CA
STIFEL
Christopher Inglis offers deep expertise in general retirement and income planning, backed by 42 years of industry experience and CFP® certification, making him well-equipped to navigate Clearlake's unique tax environment. Affiliated with the large firm Stifel since 2023, he brings a proprietary investment approach and local insight as a Planning Commissioner, distinguishing him from advisors without such community involvement or firm resources.
Experience: 42 years
Avg account: $773,556
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Yadira B
Series 63, Series 65
Lower Lake, CA
LPL Financial
Yadira Bravo's seven years of experience and Series 63 and 65 credentials equip her to navigate Clearlake's complex tax environment, including Proposition 13's impact on property taxes. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and diverse investment solutions, she serves business owners and retirees, providing expertise in wealth management and tax-loss harvesting that complements local tax and real estate considerations.
Experience: 8 years
Avg account: $399,489
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Ginger A
Series 65
Cobb, CA
Whisper Financial
Ginger Ames offers financial planning and investment management with a focus on Modern Portfolio Theory and passive investing, which can help manage tax implications relevant to Clearlake's property and income taxes. Her flat-fee and hourly options, combined with experience serving business owners and integrating tax and estate planning, provide flexible and comprehensive support compared to other advisors in the region.
Experience: 4 years
Avg account: $143,465
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Shawna M
Series 66
Nice, CA
D.A. DAVIDSON & Co.
Shawna Marion's 20 years of experience and Series 66 designation equip her to navigate complex wealth management and retirement income strategies, which are crucial for clients in Clearlake facing unique tax challenges like Proposition 13. Working at D.A. Davidson & Co., a large firm offering diverse services including ERISA plan advisory and private wealth programs, she serves high earners and established professionals, providing a broad spectrum of financial planning options.
Experience: 21 years
Avg account: $552,040
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