Top financial advisors in Costa Mesa, 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 a high income and own property in Costa Mesa, CA, you might face complex tax situations, especially with California's high income taxes and Proposition 13's property tax limits. Without an advisor familiar with these local rules, you risk missing opportunities to manage your tax burden effectively.
- California tax nuances. Confirm how they navigate state income tax and property tax rules like Proposition 13 to optimize your financial plan.
- Income timing strategies. Ask how they help manage income recognition to reduce tax impact across years.
- Property tax planning. Ensure they understand how property tax limits affect your long-term expenses and investment decisions.
- Coordination with other professionals. Check if they work with your CPA or tax preparer to align strategies and avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bettina Marie B
Series 66
Costa Mesa, CA
Citigroup Global Markets
Bettina Marie Banzon is positioned to assist high-net-worth clients in Costa Mesa with tax-loss harvesting and sustainable investing strategies, which can be crucial for managing California's complex tax environment. Affiliated with Citigroup Global Markets, a large firm offering multi-asset, multi-manager investment programs, she provides negotiable fees up to 2.00% annually and brings a unique blend of entrepreneurial and financial experience despite her recent industry entry.
Experience: 1 year
Avg account: $714,318
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Michael B
Series 63, Series 65
Costa Mesa, CA
Integrated Wealth Concepts LLC
Michael Budd's 28 years of experience and expertise in equity compensation tax strategy and tax-loss harvesting make him well-equipped to address complex tax situations in Costa Mesa, CA. Working with Integrated Wealth Concepts LLC, a large national firm managing $16 billion in assets, he offers flat-fee and hourly financial planning services, catering to established professionals and business owners seeking comprehensive wealth management.
Experience: 29 years
Avg account: $781,916
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Patrick W
Series 63, Series 66
Costa Mesa, CA
Legacy Wealth Management, LLC
Patrick Wilson's 23 years of experience and expertise in private investments, options, and concentrated stock management equip him to address complex tax and property issues in Costa Mesa. His firm, Legacy Wealth Management, offers flat-fee and negotiable AUM pricing, serving individuals and organizations with tailored strategies and ongoing monitoring, distinguishing him from advisors with less flexible fee structures or narrower service scopes.
Experience: 24 years
Avg account: $186,710
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Austin D
Series 66
Costa Mesa, CA
UBS Financial Services
Austin Delve's 13 years at UBS Financial Services in Costa Mesa equip him to address complex tax and property planning challenges faced by high-net-worth clients in California. UBS's large-firm resources, including institutional trading and proprietary research, support tailored strategies, while Austin's focus on equity compensation tax strategy and serving executives and business owners distinguishes him from other advisors in the area.
Experience: 13 years
Avg account: $693,691
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Regina Q
Series 63, Series 66
Costa Mesa, CA
Fidelity
Regina Quigley is well-equipped to assist high-income property owners in Costa Mesa with complex tax and investment challenges, leveraging 36 years of experience and her role at Fidelity, a large firm known for comprehensive wealth management. Her expertise in both passive and active portfolio management, combined with a focus on client relationships and educational support, distinguishes her from other advisors in the area.
Experience: 37 years
Avg account: $234,793
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