Top financial advisors in Corona, 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.
You might seek a financial advisor in Corona, CA when managing high income taxes or navigating property tax limits under Proposition 13. Without expertise in local tax nuances, you risk missing opportunities to optimize your tax situation effectively.
- Local tax knowledge. Confirm how they incorporate California's high income tax rates and Proposition 13's property tax limits into your financial plan.
- Income tax strategies. Ask how they help manage and reduce your state income tax burden through timing and deductions.
- Property tax planning. Understand their approach to leveraging Proposition 13 protections for long-term property tax savings.
- Comprehensive tax coordination. Check if they coordinate your tax planning with other financial decisions to avoid costly oversights.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Artemio G
Series 66
Corona, CA
J.P. Morgan Securities
Artemio Garza's 18 years of experience at J.P. Morgan Securities in Corona, CA, equip him to address complex wealth management needs, including local tax considerations like California's high income taxes and Proposition 13. His affiliation with a large firm offering institutional consulting and customized performance reporting distinguishes him from advisors at smaller firms, providing access to extensive resources and sophisticated investment management.
Experience: 18 years
Avg account: $318,381
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Samuel R
CFP®, Series 63, Series 66
Corona, CA
LPL Financial
Samuel Ramos brings 25 years of experience and CFP® certification to clients in Corona, CA, offering expertise in wealth management, retirement plans for business owners, and tax-loss harvesting. Affiliated with LPL Financial, a large firm known for diverse investment solutions and flat-fee financial planning, he serves a broad client base including high-net-worth households, distinguishing him from advisors with narrower focuses or smaller firms.
Experience: 26 years
Avg account: $399,489
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John W
Series 65
Corona, CA
Western States Investments
John Weyhgandt II in Corona, CA, offers financial advice with 12 years of experience and a Series 65 designation, focusing on self-employed clients. His firm, Western States Investments, emphasizes asset allocation and Modern Portfolio Theory, providing non-discretionary management and retirement plan consulting with a flat one-time fee for account setup, distinguishing him from advisors with different fee structures or investment approaches.
Experience: 12 years
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Daniel E
Series 66
Corona, CA
Citigroup Global Markets
Daniel Ellington in Corona, CA, offers expertise in tax-loss harvesting and sustainable investing, which can help manage California's high income taxes and property tax considerations. Affiliated with Citigroup Global Markets, a large firm serving high-net-worth clients, he provides access to multi-asset strategies and institutional research, with negotiable fees up to 2% AUM, distinguishing him from advisors at smaller firms or with narrower service scopes.
Experience: 1 year
Avg account: $714,318
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David Y
CFA®
Corona, CA
Ambrosia Herb Tea, LLC
David Young's expertise in options and derivatives strategies, combined with his eight years of experience and CFA® designation, equips him to address complex tax and investment challenges in Corona, CA. His firm, Ambrosia Herb Tea, offers rule-based risk-premium strategies with flexible fee structures, serving individuals and high-net-worth clients, which distinguishes him from advisors focusing solely on traditional portfolio management.
Experience: 9 years
Avg account: $125,959
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