Top financial advisors in Milpitas, 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 Milpitas, CA, you might face complex tax situations, especially with state income taxes and property tax rules like Proposition 13 that limit increases. Without an advisor familiar with these nuances, you could miss opportunities to manage your tax burden effectively.
- State tax expertise. Confirm how they navigate California's high income tax rates alongside federal rules to optimize your overall tax strategy.
- Property tax planning. Ask how they incorporate Proposition 13's limits on property tax increases into your long-term financial plan.
- Income timing strategies. Discuss how they help manage income recognition to minimize tax spikes in high-tax states.
- Coordination with tax professionals. Ensure they work closely with your CPA or tax preparer to align investment and tax decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nasser A
CFP®, Series 66
Milpitas, CA
OSAIC Advisory Services, LLC
Nasser Ahmad's 17 years of experience and CFP® certification equip him to address complex tax and property planning challenges in Milpitas, CA, especially for high-income clients. Affiliated with Osaic Advisory Services, a large firm managing $12.47 billion, he offers flexible fee structures including flat fees and negotiable AUM rates, distinguishing him from advisors with more rigid billing or smaller firm resources.
Experience: 17 years
Avg account: $508,486
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Kiff C
Series 63, Series 65
Milpitas, CA
Wells Fargo Clearing
Kiff Chui, based in Milpitas, CA, is well-suited to address complex tax situations for high-net-worth clients, leveraging nine years of experience and a background with major banks. Affiliated with Wells Fargo Clearing, a large firm offering IPS-driven, modern portfolio theory-based investment strategies, he provides flat-fee options and serves clients with retirement plan consulting expertise, distinguishing him from other local advisors.
Experience: 9 years
Avg account: $475,575
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Rachel L
Series 66
Milpitas, CA
Fidelity
Rachel Lu's affiliation with Fidelity in Milpitas, CA, positions her to address complex tax situations involving state income and property taxes, leveraging the firm's quantitative and algorithmic investment approach. With four years of experience and a Series 66 designation, she brings active portfolio management and charitable giving expertise, distinguishing her within a large firm environment that serves both retail and institutional clients.
Experience: 4 years
Avg account: $234,793
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Jingwen S
Series 66
Milpitas, CA
Merrill
Jingwen Sun at Merrill in Milpitas, CA, offers expertise in tax-loss harvesting and active portfolio management, which can help navigate California's complex tax environment. Affiliated with a large firm integrated with Bank of America, they provide model-based and discretionary strategies to a diverse client base, including high-net-worth individuals, offering broad access to investment products and coordinated financial services.
Experience: 0 years
Avg account: $860,085
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Michael B
Series 63
Milpitas, CA
LPL Financial
Michael Bernier's 33 years of experience and affiliation with LPL Financial equip him to address complex tax and property planning challenges in Milpitas, CA. His flat-fee structure and background with a large firm provide a structured yet flexible approach, distinguishing him from advisors who may have less extensive industry tenure or different fee models.
Experience: 34 years
Avg account: $399,489
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