Top financial advisors in Cupertino, 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 Cupertino, CA, understanding how Proposition 13 limits your property tax increases over time can be crucial for your financial planning. Without a clear grasp of local tax rules, you might misjudge your long-term expenses and investment capacity.
- Local tax knowledge. Confirm how the advisor incorporates California's high income taxes and Proposition 13's property tax limits into your overall plan.
- Income and asset integration. Ask how they balance your income tax burden with property tax benefits to optimize your cash flow.
- Long-term property planning. Inquire about strategies for managing property taxes when buying, selling, or inheriting real estate in Cupertino.
- Customized tax scenarios. Look for advisors who model different tax outcomes based on your unique financial and property situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Susan B
Series 66
Cupertino, CA
Edward Jones
Susan Bergstrom's experience at Edward Jones in Cupertino equips her to address local tax considerations like Proposition 13, especially for clients involved in startup equity and multi-generational wealth transfer. Her background in healthcare and focus on Hispanic/Latino and women professionals, combined with Edward Jones' extensive resources and a fee structure up to 1.35% annually, distinguish her from other advisors in the area.
Experience: 1 year
Avg account: $246,728
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Sara A
Series 66
Cupertino, CA
Merrill
Sara Alaei at Merrill in Cupertino offers expertise in tax-loss harvesting and active portfolio management, which can help navigate California's complex tax environment including Proposition 13. Working within a large firm, she serves mid-career professionals and HENRY clients, providing managed strategies with a 1.10% AUM fee, benefiting from Merrill's integration with Bank of America and broad client services.
Experience: 1 year
Avg account: $860,085
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Weiming H
Series 63, Series 65
Cupertino, CA
Integral Financial LLC
Weiming Ho's extensive 29 years of experience in Cupertino, CA, and his firm's focus on diversified, low-turnover portfolios using low-cost index funds align well with managing local tax implications like Proposition 13. Offering flexible fee structures including flat fees and hourly rates, he provides tailored financial planning with an independent and seasoned approach, distinguishing him from advisors with more traditional fee models or less local expertise.
Experience: 29 years
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Satish S
Series 65
Cupertino, CA
Soman Advisors LLC
Satish Soman in Cupertino, CA, specializes in options and derivatives strategies with a focus on tax-loss harvesting, which can help manage the impact of California's tax environment on high-net-worth clients. His firm manages about $3 million across a few accounts, offering discretionary portfolio management with a 1.5% annual fee, differentiating him by combining technical expertise and a tax-efficient investment approach.
Experience: 1 year
Avg account: $1,692,308
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Meng Z
Series 66, Series 63
Cupertino, CA
J.P. Morgan Securities
Meng Zhang, based in Cupertino, CA, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With four years of experience and Series 63 and 66 licenses, Meng brings a background in banking and fashion, providing a unique perspective compared to advisors focused solely on traditional financial sectors.
Experience: 4 years
Avg account: $318,381
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