Top financial advisors in Folsom, 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 Folsom, 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 burden over time.
- Local tax knowledge. Confirm the advisor understands how Proposition 13 caps property tax increases and how that impacts your long-term planning.
- Income tax strategies. California's high income taxes require careful planning; ask how they integrate state tax considerations into your overall financial plan.
- Home equity planning. Discuss how they help manage your home's value in relation to your broader investment and retirement goals.
- Experience in Folsom. Advisors familiar with the local market can better anticipate changes affecting your financial situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Eric S
CFP®, Series 66
Folsom, CA
Fidelity
Eric Schraeder's 18 years of experience and CFP® certification equip him to navigate Folsom's unique property tax landscape under Proposition 13, integrating local tax rules into comprehensive wealth management. As a Vice President at Fidelity, a large firm, he offers extensive resources and personalized planning, distinguishing him from advisors with smaller practices or less local market familiarity.
Experience: 18 years
Avg account: $234,793
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Angel P
CFP®, Series 63, Series 66
Folsom, CA
LPL Financial
Angel Perez's 28 years of experience and CFP® certification equip him to navigate Folsom's local tax landscape, including Proposition 13's impact on property taxes. Affiliated with LPL Financial, a large firm offering diverse investment solutions, he provides flat-fee financial planning and specializes in wealth management, retirement plans for business owners, and tax-loss harvesting, distinguishing him from other advisors in the area.
Experience: 29 years
Avg account: $399,489
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Heather H
CFP®, Series 66
Folsom, CA
Dachtler Wealth Advisors, LLC
Heather Huppe's 15 years of experience and CFP® certification equip her to navigate Folsom's unique tax landscape, including Proposition 13's impact on property taxes. Leading an independent firm, she combines fundamental and technical analysis with modern portfolio theory, offering tailored investment strategies and serving high-net-worth clients with a fee structure up to 1.20% annually.
Experience: 16 years
Avg account: $607,829
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Richard J
Series 63, Series 65
Folsom, CA
Calton & Associates, Inc.
Richard Jarvey's experience with wealth management and retirement plans for business owners suits homeowners in Folsom navigating Proposition 13's tax limits. His firm offers flat-fee financial planning and retirement consulting, providing flexible pricing options, while his background with executive and founder clients adds insight into managing home equity alongside broader investment goals.
Experience: 4 years
Avg account: $286,773
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Yiqing S
CFP®, Series 66
Folsom, CA
Edward Jones
Yiqing Sobon, a CFP® with seven years of experience in Folsom, CA, offers expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer, which can help navigate local tax rules like Proposition 13. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, Sobon provides a comprehensive approach with a fee structure up to 1.35% annually, suitable for clients seeking both individual and institutional-level services.
Experience: 7 years
Avg account: $246,728
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