Top financial advisors in Glendale, 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 Glendale, 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 nuances, you risk missing opportunities to manage your tax burden effectively.
- California tax expertise. Confirm how they navigate state income tax rules alongside Proposition 13's property tax protections.
- Income timing strategies. Ask how they help manage income recognition to optimize your tax bracket each year.
- Property tax planning. Look for advisors who understand how property tax limits affect your long-term financial plans.
- Coordination with other professionals. Ensure they work with your CPA or tax preparer to align investment and tax strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Erin F
Series 66, Series 63
Glendale, CA
Eagle Strategies (NY Life)
Erin Furman in Glendale, CA, offers expertise in retirement income strategies and plans for business owners, supported by nine years of industry experience and Series 63 and 66 licenses. Working with Eagle Strategies, a large firm managing over $25 billion, she provides flexible fee options including AUM-based and hourly fees, distinguishing her through access to extensive resources and client-directed investment solutions.
Experience: 9 years
Avg account: $235,446
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Michael S
Series 63, Series 66
Glendale, CA
Yarash Global Solutions Inc.
Michael Stewart II brings 18 years of experience and specializes in business exit strategies, real estate investing, and active portfolio management, which are crucial for managing complex tax situations in Glendale, CA. His firm offers flat-fee, independent consulting services tailored to high-net-worth clients, combining fundamental and quantitative analysis, and coordinates with other professionals to align investment and tax strategies effectively.
Experience: 19 years
Avg account: $142,857
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Eileen S
Series 65, Series 63
Glendale, CA
Citigroup Global Markets
Eileen Shahnazari is positioned to assist high-net-worth clients in Glendale, CA, with tax-loss harvesting and sustainable investing strategies, supported by her seven years of experience and Series 63 and 65 licenses. Affiliated with Citigroup Global Markets, a large firm offering multi-asset advisory programs and alternative investments, she provides access to institutional-scale resources and negotiable fees up to 2% AUM, distinguishing her from advisors at smaller firms.
Experience: 8 years
Avg account: $714,318
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Louis S
PFS™, Series 63, Series 65, Series 66
Glendale, CA
Cetera
Louis Sclafani's 24 years of experience and PFS™ designation equip him to navigate California's complex tax landscape, including income timing and property tax planning relevant to Glendale residents. His dual role as a financial advisor at Cetera and co-owner of a CPA tax practice offers integrated wealth management and tax-loss harvesting, with flexible flat-fee and hourly consulting options that distinguish him from other advisors in the area.
Experience: 24 years
Avg account: $306,089
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Michael M
Series 63
Glendale, CA
MB3 Consulting LLC
Michael Markarian in Glendale, CA, brings 38 years of experience and a Series 63 designation, offering flat-fee business and family office services that can address complex tax and property planning needs. His firm combines modern portfolio theory with accounting-style business support and insurance products, differentiating him through integrated investment and tax coordination for high-net-worth clients.
Experience: 39 years
Avg account: $750,207
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