Top financial advisors in Livermore, 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 Livermore, CA, and are planning your financial future, understanding how Proposition 13 limits property tax increases can be crucial. Without an advisor familiar with these local tax rules, you might miss opportunities to protect your home's value from rising taxes.
- Local tax knowledge. Confirm how they incorporate Proposition 13's protections into your long-term property tax planning.
- Income tax impact. Ask how they manage high California income taxes alongside your investment and retirement strategies.
- Homeownership planning. Explore how they balance property tax limits with other financial goals like retirement or education funding.
- Experience in Livermore. Look for advisors who understand the local market and cost-of-living factors affecting your financial decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jack P
Series 66
Livermore, CA
Guardian Life
Jack Perry's experience with business exit strategies and tax-loss harvesting can help Livermore homeowners navigate Proposition 13's property tax limits while managing California's high income taxes. Operating within Primerica Advisors, a large firm offering flat-fee and subscription-based planning, he serves self-employed clients and business owners, providing a range of investment strategies and financial consulting options.
Experience: 3 years
Avg account: $230,599
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Michael P
Series 65
Livermore, CA
Sowell Management
Michael Peel offers expertise in income planning and retirement income strategy, which is valuable for Livermore homeowners navigating Proposition 13 and high California taxes. His affiliation with Sowell Management, an independent firm using model portfolios and third-party sub-advisors, provides flexible investment options alongside flat-fee and hourly planning services, distinguishing him from advisors with traditional fee structures.
Experience: 0 years
Avg account: $681,786
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Richard G
Series 63, Series 65
Livermore, CA
B. Riley Wealth Advisors, Inc.
Richard Goldstein's extensive 48 years of experience and focus on wealth management and retirement income strategy make him well-equipped to navigate Livermore's unique property tax landscape under Proposition 13. His affiliation with B. Riley Wealth Advisors, managing over $7 billion in assets, and offering flat-fee and hourly financial planning options, distinguishes him from others by combining seasoned expertise with flexible fee structures.
Experience: 48 years
Avg account: $398,069
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Crystal N
Series 63, Series 65
Livermore, CA
Cetera
Crystal Norris brings 31 years of experience and expertise in wealth management and tax-loss harvesting, which can help Livermore homeowners navigate Proposition 13's property tax protections alongside California's high income taxes. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, she serves diverse clients including high earners and those approaching retirement, providing flexible financial planning tailored to local market conditions.
Experience: 31 years
Avg account: $306,089
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Darrell S
Series 63, Series 65
Livermore, CA
Advisors Capital Management, LLC
Darrell Szymanski offers wealth management services in Livermore, CA, with expertise in passive and active portfolio management and tax-loss harvesting, which can help navigate local tax rules like Proposition 13. His 10 years of experience and role at Advisors Capital Management, an independent firm serving diverse clients including high-net-worth individuals, distinguish him from others by combining personalized strategies with a broad institutional perspective.
Experience: 11 years
Avg account: $635,389
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