Top financial advisors in Cypress, 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 Cypress, CA, understanding how Proposition 13 limits your property tax increases can be crucial for your long-term financial planning. Without an advisor familiar with these local tax rules, you might miss opportunities to optimize your tax strategy and protect your assets.
- Local tax knowledge. Confirm how they incorporate California's high income taxes and Proposition 13's protections into your overall plan.
- Long-term property planning. Ask how they help manage property tax exposure over time, especially if you plan to buy or sell real estate.
- Income tax strategies. Ensure they consider state income tax impacts when recommending investment or retirement moves.
- Coordination with other advisors. Check how they work with your tax preparer or estate planner to align strategies across your financial picture.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Travis I
Series 65
Cypress, CA
Ivanoff Wealth Management Inc.
Travis Ivanoff's experience in Cypress, CA, includes expertise in private and alternative investments, tax-loss harvesting, and retirement plans for business owners, which can help navigate local tax rules like Proposition 13. His firm manages over $141 million with a co-advisor approach, offering both AUM and hourly fee options, making him a versatile choice for clients seeking tailored asset management and financial planning.
Experience: 9 years
Avg account: $281,503
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Tim F
Series 63, Series 65
Cypress, CA
Bcn Financial, Inc.
Tim Formica in Cypress, CA, offers expertise in active portfolio management with 34 years of experience and holds Series 63 and 65 licenses, making him well-equipped to navigate local tax implications like Proposition 13. His firm, BCN Financial, focuses on retirement plan advisory for public service employees and employs a blend of fundamental, technical, and sentiment analysis in investment decisions, charging a 0.90% annual fee on assets under management.
Experience: 34 years
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Frank P
Series 63, Series 66
Cypress, CA
Calton & Associates, Inc.
Frank Parlato's 25 years of experience and Series 63 and 66 licenses equip him to navigate Cypress's local tax environment, including Proposition 13 implications for property owners. At Calton & Associates, he offers flat-fee financial planning and retirement consulting, serving individual investors and trusts with a mix of fee-based and commissionable products, which may appeal to clients seeking flexible advisory structures.
Experience: 25 years
Avg account: $286,773
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Trevor P
Series 63, Series 66
Cypress, CA
J.P. Morgan Securities
Trevor Pitzak's 14 years at J.P. Morgan Securities in Cypress, CA, equip him to navigate local tax nuances like Proposition 13 within wealth management strategies. His experience at a large firm offering institutional consulting and customized investment services distinguishes him from advisors focused solely on individual portfolios, providing broader resources for complex financial planning.
Experience: 14 years
Avg account: $318,381
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Patrick B
CFP®, Series 63
Cypress, CA
LPL Financial
Patrick Bivona's 39 years of experience and CFP® certification equip him to navigate Cypress's unique tax landscape, including Proposition 13 considerations. Affiliated with LPL Financial, a large firm offering both discretionary and non-discretionary management, he provides flat-fee and hourly financial planning, distinguishing him with flexible pricing and a broad range of investment strategies.
Experience: 39 years
Avg account: $399,489
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