Top financial advisors in Crescent City, 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 Crescent City, CA, understanding how Proposition 13 limits your property tax increases can be crucial for your financial planning. Without an advisor familiar with these local tax rules, you might miss opportunities to optimize your tax situation or misjudge your long-term expenses.
- Local tax knowledge. Confirm how they incorporate California's high income taxes and Proposition 13's protections into your overall plan.
- Homeowner impact. Ask how they help balance property tax limits with other state tax obligations to avoid surprises.
- Income tax strategies. Ensure they consider California's tax rates when advising on income timing or deductions.
- Long-term outlook. Look for advisors who model your tax scenario over many years, not just the immediate future.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christine C
Series 66
Crescent City, CA
Raymond James & Associates
Christine Cilley offers over 20 years of experience in general retirement planning and wealth management, making her well-equipped to address the financial complexities faced by homeowners in Crescent City, CA. Affiliated with Raymond James & Associates, a large firm known for tailored financial plans and asset-allocation analyses, she provides flat-fee and hourly fee options, distinguishing her approach from others by combining seasoned expertise with flexible pricing.
Experience: 21 years
Avg account: $788,879
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Charles B
CFP®, Series 63
Brookings, OR
Integrity Wealth LLC
Charles Blozinski brings 21 years of experience in retirement income strategy and cash flow planning, which can help Crescent City homeowners navigate complex tax scenarios like Proposition 13. Based in nearby Brookings, OR, he offers independent, CFP®-certified advice with a long-term investment approach using low-cost funds, serving high-net-worth clients with a fee up to 1.75% AUM.
Experience: 21 years
Avg account: $1,151,995
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Meagan C
CFP®, Series 66
Crescent City, CA
Edward Jones
Meagan Curtis offers local expertise in Crescent City, CA, with 13 years of experience and CFP® certification, making her well-equipped to navigate California's tax landscape including Proposition 13. Affiliated with Edward Jones, a large full-service wealth management firm managing over $1 trillion in assets, she provides comprehensive retirement and estate planning with a fee structure up to 1.35% annually, distinguishing her from smaller or less specialized advisors.
Experience: 13 years
Avg account: $246,728
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Gayle W
Series 63, Series 66
Crescent City, CA
Thrivent Investment Management
Gayle Wilson's 22 years of experience and Series 63 and 66 designations equip her to navigate Crescent City's unique tax environment, including Proposition 13's impact on homeowners. Working with Thrivent Investment Management, a large firm offering dedicated planning and managed-account programs, she supports diverse clients with holistic, goal-based strategies, distinguishing her from advisors with narrower focuses or smaller firm resources.
Experience: 22 years
Avg account: $162,801
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Jonathan T
Series 63, Series 66
Brookings, OR
J.P. Morgan Securities
Jonathan Townley offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With seven years of experience and Series 63 and 66 licenses, he provides asset allocation advice and non-discretionary advisory programs. Located in nearby Brookings, OR, his 0.30% annual AUM fee and focus on executive and founder clients differentiate him from local Crescent City advisors.
Experience: 8 years
Avg account: $318,381
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