Top financial advisors in Fresno, 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 Fresno and are planning your financial future, understanding how local tax rules affect your wealth is crucial. A common mistake is overlooking how Proposition 13 limits property tax increases, which can impact your long-term planning.
- Local tax knowledge. Confirm the advisor understands California's high income taxes and how Proposition 13 caps property tax growth.
- Homeowner impact. Ask how they factor property tax limits into your overall financial strategy.
- Income tax planning. Ensure they address state income tax implications alongside your investment and retirement plans.
- Experience with Fresno market. Look for advisors familiar with local economic conditions affecting your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bassim M
Series 66
Fresno, CA
LPL Financial
Bassim Michael's 18 years of experience and Series 66 designation equip him to navigate Fresno's local tax environment, including Proposition 13's impact on property taxes. Operating within LPL Financial, a large firm offering flat-fee and hourly financial planning, he brings expertise in college savings and serves a diverse client base, distinguishing him from advisors focused solely on individual or retirement planning.
Experience: 18 years
Avg account: $399,489
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Daniel D
Series 63, Series 65
Fresno, CA
Transamerica Financial Advisors
Daniel Duarte's experience with Transamerica Financial Advisors equips him to navigate Fresno's local tax environment, including Proposition 13's property tax limits, benefiting homeowners planning their financial future. His background as a founder and business owner, combined with expertise in wealth management and ESG investing, distinguishes him within a large firm offering a 0.65% AUM fee, appealing to clients seeking diverse investment strategies.
Experience: 6 years
Avg account: $48,577
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Jared M
Series 66
Fresno, CA
Ameriprise
Jared Miller specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Fresno, CA. Working at Ameriprise, a large firm with a centralized consulting team, he leverages research and tax analysis tools, offering a 0.15% AUM fee and detailed reports that integrate income sources and tax-efficient withdrawal strategies.
Experience: 2 years
Avg account: $471,167
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Richard C
Series 63, Series 66
Fresno, CA
Concurrent Investment Advisors, LLC
Richard Camacho offers expertise in wealth management and retirement plans for business owners, making him well-suited for Fresno homeowners navigating local tax rules like Proposition 13. His firm manages nearly $10 billion with a long-term investment approach, providing flat-fee and project-based financial planning options, which may appeal to clients seeking transparent fees and customized portfolios.
Experience: 19 years
Avg account: $1,183,802
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Jarrod M
Series 63, Series 65
Fresno, CA
Raymond James Financial
Jarrod Martinez's 31 years of experience and Series 63 and 65 designations equip him to navigate Fresno's local tax environment, including Proposition 13's property tax limits, benefiting homeowners planning their financial future. Affiliated with Raymond James Financial, a large firm offering flat-fee planning and non-discretionary investment consulting, he serves diverse clients including business owners and executives, providing seasoned guidance with a focus on client decision authority.
Experience: 31 years
Avg account: $700,796
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