Top financial advisors in Irvine, 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 Irvine, CA, understanding how Proposition 13 limits your property tax increases can be crucial for your financial planning. Without an advisor familiar with local tax nuances, you might overlook opportunities to manage your tax burden effectively.
- Local tax expertise. Confirm the advisor knows how Proposition 13 affects your property taxes over time, not just current rates.
- Income tax planning. Irvine residents face high state income taxes; ask how the advisor integrates this into your overall strategy.
- Long-term property considerations. Discuss how changes in property ownership or improvements might impact your tax situation.
- Coordination with other taxes. Ensure the advisor considers how property and income taxes interact in your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Scott S
Series 63
Irvine, CA
Centaurus Financial, Inc.
Scott Schiffer's 27 years of experience and role at Centaurus Financial in Irvine equip him to navigate local tax issues like Proposition 13 and high state income taxes effectively. His dual expertise in financial advising and tax oversight at a CPA firm, combined with a large-firm environment and flexible fee structures, distinguishes him from other advisors in the area.
Experience: 27 years
Avg account: $213,989
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Steven H
Series 63, Series 65
Irvine, CA
CWM, LLC
Steven Henningson brings 40 years of experience in wealth management and tax-loss harvesting, which can help Irvine residents navigate Proposition 13's impact on property taxes and integrate high state income taxes into their plans. Operating within a large firm offering flat-fee and hourly consulting options, he serves high earners and those approaching retirement, providing tailored strategies supported by discretionary portfolio management and diverse client services.
Experience: 40 years
Avg account: $875,860
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Spencer J
Series 66, Series 63
Irvine, CA
CWM, LLC
Spencer Johnston in Irvine, CA, offers expertise in tax-loss harvesting and retirement income strategy, which can help manage the impact of Proposition 13 and high state income taxes. Working with CWM, LLC, a large firm with flat-fee options and diverse client services, he brings experience from multiple financial institutions and serves a broad client base including high-net-worth families and corporations.
Experience: 5 years
Avg account: $875,860
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Richard L
CFA®
Irvine, CA
White Stork Asset Management LLC
Richard Lewis, based in Irvine, CA, offers active portfolio management with a focus on equities and U.S. Treasury securities, which can help navigate local tax implications like Proposition 13. His firm, White Stork Asset Management LLC, serves individuals and institutions with a bottom-up investment approach and charges a 1.5% annual fee, distinguishing him from advisors with different fee structures or investment styles.
Experience: 7 years
Avg account: $106,489
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William O
Series 63
Irvine, CA
Applied Financial Planning, Inc.
William Oconnor's extensive 41 years of experience and expertise in general tax planning and tax-loss harvesting make him well-equipped to navigate Irvine's complex property and income tax landscape, including Proposition 13 implications. As an independent advisor charging $480 per hour, he serves a diverse clientele ranging from individuals to institutional sponsors, offering discretionary portfolio management and retirement plan consulting, which may provide broader financial planning options compared to others.
Experience: 42 years
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