Top financial advisors in Gardena, 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 Gardena, 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 could miss opportunities to manage your tax burden effectively.
- Local tax knowledge. Confirm how they navigate California's income tax rates alongside Proposition 13's property tax protections.
- Income and asset integration. Ask how they coordinate strategies that consider both your earnings and property holdings.
- Long-term tax planning. Look for advisors who plan beyond immediate tax years to optimize your financial outcomes over time.
- Customized property strategies. Inquire about their experience helping clients leverage property tax limits in broader financial plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cesar D
Series 63, Series 66
Gardena, CA
J.P. Morgan Securities
Cesar Delgado Hinojos, based in Gardena, CA, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With eight years of experience and credentials including Series 63 and 66, he brings expertise in coordinating asset allocation and investment strategies, which may help integrate income and property considerations for local tax planning.
Experience: 8 years
Avg account: $318,381
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Yuko M
Series 66
Gardena, CA
Merrill
Yuko Matsuo is equipped to assist high-income clients in Gardena, CA, with complex tax situations by leveraging her expertise in tax-loss harvesting and wealth management within a large firm setting. Her experience with retirement income strategy and personalized financial planning, combined with a 1.10% AUM fee for managed strategies under $2 million, distinguishes her approach from others in the area.
Experience: 6 years
Avg account: $860,085
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John K
Series 63, Series 65
Gardena, CA
LPL Financial
John Koyama's 17 years of experience and expertise in wealth management and tax-loss harvesting position him well to address complex tax situations for high-income property owners in Gardena, CA. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and access to in-house research and model portfolios, he provides a broad range of services that may complement local tax strategies effectively.
Experience: 17 years
Avg account: $399,489
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Richmond T
Series 63, Series 66
Gardena, CA
Fidelity
Richmond Tran's nine years of experience at Fidelity, a large firm known for combining fundamental research with quantitative analysis, equips him to address complex tax situations in Gardena, CA, including California's income tax and Proposition 13 property tax rules. His background with Wells Fargo and credentials like Series 63 and 66 suggest a strong foundation in active portfolio management and charitable giving, offering a blend of strategic investment and tax-aware planning.
Experience: 10 years
Avg account: $234,793
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Kiak T
Series 66
Gardena, CA
Gardena Financial Retirement Advisors
Kiak Tae's 20 years of experience and Series 66 designation equip him to address complex retirement and tax planning needs in Gardena, CA, especially for clients with property and high income. His involvement in tax preparation, insurance, and real estate businesses complements his independent advisory approach, offering integrated strategies that consider tax, income, and risk factors for occupational groups like nurses and municipal workers.
Experience: 21 years
Avg account: $484,796
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