Top financial advisors in Long Beach, 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 live in Long Beach, CA, and face complex financial decisions, such as managing high state income taxes or planning for property taxes limited by Proposition 13, you need advisors who understand these local nuances. Without this expertise, you might miss opportunities to optimize your tax situation or protect your assets effectively.
- Local tax knowledge. Confirm how they incorporate California's high income taxes and Proposition 13's property tax limits into your financial plan.
- Income and asset coordination. Ask how they balance your income streams with property holdings to minimize tax burdens.
- Experience with diverse clients. Look for advisors who have guided clients through Long Beach's unique financial landscape, not just general tax planning.
- Long-term strategy focus. Ensure they plan beyond immediate tax savings to consider your financial goals over decades.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bradley L
CFP®, Series 63
Long Beach, CA
Goldman Lancaster, Inc.
Bradley Lancaster's 38 years of experience and CFP® certification equip him to navigate Long Beach's complex tax environment, including high state income taxes and Proposition 13 property tax limits. His independent firm offers flat-fee consulting and focuses on wealth management and retirement plans for business owners, providing tailored strategies that balance income and assets effectively.
Experience: 39 years
Avg account: $878,450
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Lucas H
Series 66
Long Beach, CA
LPL Enterprise
Lucas Hyman offers financial planning in Long Beach, CA, with expertise in general retirement planning and tax-loss harvesting, which can help address local tax challenges like California's high income taxes. Affiliated with LPL Enterprise, a large firm serving diverse clients, he provides flat-fee services and access to model wealth portfolios, distinguishing him from advisors with different fee structures or smaller firm resources.
Experience: 1 year
Avg account: $239,757
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Christian F
Series 63, Series 66
Signal Hill, CA
Fidelity
Christian Frost's 15 years at Fidelity equip him to navigate Long Beach's complex tax environment, including California's high income taxes and Proposition 13 property tax limits. His expertise in active portfolio management and charitable giving, combined with Fidelity's large-firm resources and quantitative investment approach, offers a distinct blend of personalized strategy and institutional support compared to smaller local advisors.
Experience: 15 years
Avg account: $234,793
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Kyle S
Series 66
Long Beach, CA
The AmeriFlex Group
Kyle Saenz offers expertise in wealth management and retirement income strategy, well-suited for navigating Long Beach's complex tax environment including Proposition 13. With 17 years of experience and a flat-fee, independent advisory model at The AmeriFlex Group, he serves diverse clients including business owners and executives, providing tailored financial planning and consulting services.
Experience: 18 years
Avg account: $549,793
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Marco S
CFP®, Series 66
Long Beach, CA
Cetera
Marco Scalco's 17 years of experience and CFP® certification equip him to navigate Long Beach's complex tax environment, including high state income taxes and Proposition 13 property tax limits. Affiliated with Cetera, a large firm offering diverse portfolio management and financial planning services, he serves high earners and those approaching retirement with flexible flat-fee and hourly consulting options, distinguishing him from advisors focused solely on asset-based fees.
Experience: 17 years
Avg account: $306,089
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