Top financial advisors in Mountain View, 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 Mountain View, CA, and face complex financial decisions, such as managing high income taxes or navigating property tax limits under 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 home equity 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 asset protection strategies specific to Mountain View's market.
- Long-term property tax planning. Ensure they consider how Proposition 13 can limit your property tax increases over time, not just current tax rates.
- Experience with local regulations. Verify their familiarity with state and local financial rules that impact your investment and retirement choices.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Weijie Y
Series 66
Mountain View, CA
Merrill
Weijie Yuan's experience at Merrill equips him to address Mountain View's complex tax environment, including high income taxes and Proposition 13 property tax limits, through tax-loss harvesting and active portfolio management. Serving mid-career professionals and HENRY clients, he offers managed strategies with a 1.10% AUM fee, benefiting from Merrill's large-firm resources and integration with Bank of America affiliates.
Experience: 4 years
Avg account: $860,085
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Anil A
Series 65
Mountain View, CA
Ambastha Financial LLC
Anil Ambastha in Mountain View, CA, offers expertise in real estate investing and active portfolio management, which can help navigate local tax complexities like Proposition 13. His firm serves high-net-worth clients with a mix of active and passive strategies, charging flat fees for portfolio analysis, distinguishing him from advisors who may focus solely on traditional fee structures or broader client bases.
Experience: 7 years
Avg account: $1,189,942
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Phuong Q
Series 66
Mountain View, CA
Ameriprise
Phuong Quach's 24 years of experience at Ameriprise equip her to address Mountain View's complex financial landscape, including local tax nuances and retirement income strategies. Her role on the Santa Clara County Estate Planning Council and focus on clients with significant assets, combined with a 0.15% AUM fee and large-firm resources, distinguish her from other advisors in the area.
Experience: 24 years
Avg account: $471,167
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Lee S
Series 63, Series 65
Mountain View, CA
Scundi Investment Management, LLC
Lee Scundi offers expertise in managing concentrated stock and options strategies, which can be valuable for high-net-worth clients in Mountain View facing complex tax and asset coordination challenges. His independent firm uses a disciplined asset-mix approach with macroeconomic and technical analysis, and offers flexible flat-fee consultation options, distinguishing him from advisors with standard AUM fees.
Experience: 17 years
Avg account: $500,000
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Daniel H
CFP®, Series 63, Series 65
Mountain View, CA
Independent Financial Group, LLC
Daniel Hahn's 33 years of experience and CFP® certification equip him to address Mountain View's complex tax environment, including Proposition 13 considerations. His firm, Independent Financial Group, LLC, offers a broad range of services from brokerage to retirement plans, with flexible fee structures including flat fees and AUM-based fees, distinguishing him from advisors with narrower service scopes or fee models.
Experience: 33 years
Avg account: $474,424
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