Top financial advisors in Lodi, 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 Lodi, CA, or are considering buying one, understanding how Proposition 13 limits your property tax increases over time is crucial. Without an advisor familiar with these local tax rules, you might miss opportunities to optimize your overall tax strategy.
- Local tax knowledge. Confirm the advisor understands how California's high income taxes interact with Proposition 13's property tax limits.
- Long-term planning. Ask how they incorporate property tax stability into your broader financial goals.
- Income tax impact. Ensure they consider how your income tax bracket affects decisions like investment choices or retirement withdrawals.
- Customized advice. Look for advisors who tailor strategies to your specific homeownership and tax situation, not just generic plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Erin L
CFP®, ChFC®, Series 66
Lodi, CA
Edward Jones
Erin Lenser's nine years of experience and CFP® and ChFC® credentials equip her to navigate Lodi's unique tax environment, including Proposition 13's property tax limits. Working at Edward Jones, a large firm managing over $1 trillion in assets, she offers tailored retirement income and estate planning strategies, particularly for women professionals and executives, with a fee structure up to 1.35% annually.
Experience: 10 years
Avg account: $246,728
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George L
Series 63
Lodi, CA
LPL Financial
George Lorente's 32 years of experience and Series 63 designation equip him to navigate Lodi's unique tax environment, including Proposition 13's property tax limits. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he serves a broad client base including business owners and retirees, providing tailored strategies beyond generic advice.
Experience: 32 years
Avg account: $399,489
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Albert P
Series 63, Series 66
Lodi, CA
Eagle Strategies (NY Life)
Albert Paula's 21 years of experience and affiliation with Eagle Strategies in Lodi, CA, equip him to navigate local tax nuances like Proposition 13 while focusing on retirement income strategies and business owner plans. His large-firm resources and flexible fee structures, including hourly and subscription options, differentiate him by offering tailored, client-directed solutions with access to third-party managers and model portfolios.
Experience: 21 years
Avg account: $235,446
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Austin B
Series 66
Lodi, CA
Ameriprise
Austin Bronson offers retirement income and Social Security optimization strategies tailored for clients approaching retirement in Lodi, CA, with a focus on tax-efficient planning that can complement Proposition 13 property tax considerations. Working with Ameriprise, a large firm, he provides comprehensive written reports and access to diverse advisory and insurance solutions, supported by a 0.15% AUM fee structure, which may suit clients seeking structured, research-backed guidance.
Experience: 1 year
Avg account: $471,167
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Charles S
Series 63
Lodi, CA
OSAIC
Charles Smith's extensive 55 years of experience and Series 63 designation equip him to navigate Lodi's unique tax environment, including Proposition 13's property tax limits. Operating within Osaic, a large firm known for its technology-driven investment process, he offers flat-fee financial planning and serves diverse clients, including executives and retirees, providing tailored strategies beyond typical annuity advice.
Experience: 56 years
Avg account: $398,336
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