Top financial advisors in Delano, 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 Delano, CA, understanding how Proposition 13 limits your property tax increases over time can be crucial for your 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 the advisor understands how Proposition 13 affects your property taxes and long-term planning.
- Income tax impact. Ask how they integrate California's high income taxes into your overall financial plan.
- Homeownership strategy. Explore how they balance property tax limits with other investment and retirement goals.
- Experience in Delano. Check for advisors who have worked with clients in your area and understand local market nuances.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jaime T
Series 66
Selma, CA
Merrill
Jaime Torres offers expertise in retirement income strategy and tax minimization, which are important for managing property and income taxes in Delano, CA. Based in nearby Porterville and affiliated with Merrill, a large firm, he brings a bilingual approach and focuses on family wealth and executive clients, charging a 1.10% fee for managed strategies under $2 million.
Experience: 1 year
Avg account: $860,085
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Richard R
CFP®, Series 63, Series 66
Delano, CA
LPL Financial
Richard Ramos brings 15 years of experience and CFP® certification to clients in Delano, CA, offering expertise in wealth management, retirement plans for business owners, and tax-loss harvesting. Affiliated with LPL Financial, a large firm providing diverse investment solutions, he offers flat-fee financial planning, which may appeal to those seeking transparent pricing and comprehensive services tailored to local tax considerations.
Experience: 16 years
Avg account: $399,489
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Joseph R
Series 66
Bakersfield, CA
J.P. Morgan Securities
Joseph Ramirez's 20 years of experience and Series 66 designation position him well to navigate the complexities of Proposition 13 and California's tax environment for homeowners in Delano. Affiliated with J.P. Morgan Securities, a large firm offering institutional consulting and customized investment services, he provides a comprehensive wealth management approach with a 0.30% annual AUM fee, distinguishing him from advisors at smaller firms.
Experience: 21 years
Avg account: $318,381
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Patrick N
Series 63, Series 65
Portervile, CA
Mutual Advisors, LLC
Patrick Nanamura's experience with Mutual Advisors, LLC, which manages $6.75 billion and serves diverse clients including individuals and trusts, equips him to navigate Delano's property tax nuances and California's income tax impact. His firm blends passive and active investment strategies, and his flat-fee, independent approach offers flexible consulting options, distinguishing him from advisors with traditional fee models or less varied client services.
Experience: 6 years
Avg account: $868,413
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Mark S
Series 63
Porterville, CA
Private Advisor Group, LLC
Mark Shoemaker brings over 32 years of experience and a Series 63 designation, offering expertise in equity compensation tax strategy and private investments, which can help navigate California's complex tax environment. Operating from Poterville, CA, he provides flexible fee structures including flat fees and hourly rates through Mariner Advisor Network, serving a diverse client base with personalized portfolio management and retirement consulting.
Experience: 32 years
Avg account: $303,047
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