Top financial advisors in Los Angeles, 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 Los Angeles, managing your tax exposure is crucial, especially given California's high income taxes and Proposition 13's impact on property tax limits. Without focused guidance, you might overlook how these rules interact, leading to unexpected tax bills or missed savings opportunities.
- Income and property tax interplay. Ask how they balance your income tax planning with property tax protections under Proposition 13.
- Long-term tax impact. Confirm they consider how your tax situation may evolve over years, not just the current tax year.
- Customized tax strategies. Look for advisors who tailor approaches to your specific income sources and property holdings, rather than one-size-fits-all advice.
- Coordination with other professionals. Ensure they work with your CPA or tax preparer to align strategies and avoid conflicting recommendations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Pamela L
Series 63, Series 66
Somis, CA
Financial Coaching Partners LLC
Pamela Linderman's 27 years of experience and expertise in wealth management and tax-loss harvesting equip her to address the complex tax interplay for high-income property owners in Los Angeles. Operating through LPL Financial, a large firm offering diverse advisory services and flat-fee financial planning, she also brings estate planning insights and works with various client types, providing a broad perspective compared to smaller or less diversified advisors.
Experience: 27 years
Avg account: $0
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Sarah B
Series 66
Culver City, CA
Raymond James Financial
Sarah Branstetter, based in Culver City, CA, offers expertise in general retirement and business succession planning, which can help manage the complex tax interplay for high-income property owners in Los Angeles. Working with Raymond James Financial, a large firm known for tailored, non-discretionary investment consulting and flat-fee structures, she provides personalized strategies while coordinating with other professionals to align tax and financial plans effectively.
Experience: 5 years
Avg account: $700,796
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Jeffrey W
Series 65
Culver City, CA
WWM Advisory Inc.
Jeffrey Wolman is well-suited for high-net-worth clients in Los Angeles seeking wealth management that integrates income and property tax considerations, given his 14 years of experience and focus on tailored portfolios emphasizing asset allocation and mutual fund/ETF analysis. Unlike some advisors, he combines investment advisory with business management services, primarily serving clients in the entertainment industry, and charges monthly fees based on service complexity rather than negotiable rates.
Experience: 14 years
Avg account: $3,740,304
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Imad S
Series 63, Series 65
Los Angeles, CA
J.P. Morgan Securities
Imad Sharan offers expertise in wealth management and retirement planning, well-suited for high-income clients in Los Angeles managing complex tax and property considerations. Based in Culver City and affiliated with Merrill, a large firm, he serves mid-career professionals and HENRY clients, charging a 1.10% AUM fee for managed strategies under $2 million, and brings a bilingual, client-focused approach with nine years of industry experience.
Experience: 9 years
Avg account: $318,381
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Itziar R
Series 63, Series 66
Los Angeles, CA
Tlg Advisors, Inc.
Itziar Ramos offers expertise in wealth management and active portfolio management, well-suited for high-income clients in Los Angeles navigating complex tax and property considerations. With 25 years of experience at a large firm managing $2 billion in assets, she provides flat-fee and AUM-based services, blending traditional portfolio management with Modern Portfolio Theory, distinguishing her from advisors focused solely on passive strategies.
Experience: 26 years
Avg account: $430,112
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