Top financial advisors in Fountain Valley, 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 have a high income and own property in Fountain Valley, CA, you might face complex tax situations, especially with California's high income taxes and Proposition 13's property tax limits. Without an advisor familiar with these local rules, you risk missing opportunities to manage your tax burden effectively.
- California tax nuances. Confirm how they navigate state income tax alongside Proposition 13's property tax protections.
- Income and asset integration. Ask how they coordinate strategies for your income streams and property holdings to optimize tax outcomes.
- Long-term planning focus. Ensure they consider how property tax limits affect your financial plan over many years, not just immediate gains.
- Experience with local regulations. Look for advisors who understand Fountain Valley's specific tax environment and can tailor advice accordingly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Connie P
Series 66, Series 63
Fountain Valley, CA
Merrill
Connie Phan's 11 years at Merrill equip her to address Fountain Valley's complex tax landscape, including California's income tax and Proposition 13 property tax limits, through tax-loss harvesting and active portfolio management. Serving mid-career professionals and HENRY clients, she offers managed strategies with a 1.10% AUM fee, benefiting from Merrill's large-firm resources and integrated investment platform.
Experience: 11 years
Avg account: $860,085
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Na L
Series 66
Fountain Valley, CA
Citigroup Global Markets
Na Li's experience at Citigroup Global Markets equips her to address complex tax situations in Fountain Valley, especially for high-net-worth clients navigating California's income and property tax landscape. Her expertise in tax-loss harvesting and ESG investing, combined with a negotiable fee structure and focus on executive and business owner clients, distinguishes her among advisors in this area.
Experience: 3 years
Avg account: $714,318
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Neil H
Series 63, Series 65
Fountain Valley, CA
Royal Fund Management, LLC
Neil Higger's decade of experience and Series 63 and 65 licenses equip him to address complex tax and investment issues in Fountain Valley, including real estate investing and retirement plans for business owners. His firm, Royal Fund Management, offers diverse strategies like options-writing overlays and access to non-traded REITs, with flexible flat-fee financial planning ranging from $250 to $10,000, distinguishing him from advisors with more traditional fee structures.
Experience: 10 years
Avg account: $310,894
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Thane M
CFP®, Series 63, Series 65
Fountain Valley, CA
Perennial Financial Services
Thane McCready's 29 years of experience and CFP® certification equip him to navigate Fountain Valley's complex tax environment, including California's income tax and Proposition 13 property tax rules. His firm offers flat-fee financial planning and discretionary asset management, serving individuals and trusts, which may provide a more tailored and cost-transparent approach compared to advisors with different fee structures or client focuses.
Experience: 30 years
Avg account: $758,234
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Quang Mike T
Series 65, Series 63
Fountain Valley, CA
Transamerica Financial Advisors
Quang Mike Tran operates in Fountain Valley, CA, with Transamerica Financial Advisors, a large firm known for its model portfolio approach and diverse client base, including individuals and retirement plans. His background includes military service and entrepreneurial experience, and he holds Series 63 and 65 credentials, which may support navigating complex local tax and investment scenarios compared to advisors with different firm sizes or specialties.
Experience: 1 year
Avg account: $48,577
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