Top financial advisors in Oakland, 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 Oakland, CA, understanding how Proposition 13 limits your property tax increases can be crucial for your financial planning. Without an advisor familiar with local tax nuances, you might miss opportunities to optimize your tax strategy and long-term wealth.
- Local tax expertise. Confirm the advisor knows how Proposition 13 affects your property taxes over time, not just current rates.
- Income tax planning. Oakland's high income taxes require strategies that balance your earnings and deductions effectively.
- Long-term property strategy. Ask how they incorporate property tax limits into your broader financial goals.
- Holistic approach. Ensure they consider both state tax rules and your personal financial situation when advising.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael B
Series 66
Alameda, CA
Planmember Securities Corporation
Michael Britton's experience with retirement plans for business owners and general retirement planning suits Oakland homeowners seeking to integrate property tax considerations into long-term financial strategies. Operating from Alameda with a large firm, he offers fiduciary investment services with fees up to 0.50% annually, emphasizing strategic asset allocation and risk management, which may differ from advisors focusing solely on local tax nuances.
Experience: 4 years
Avg account: $132,363
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Corey H
CFP®, Series 66
Petaluma, CA
Edward Jones
Corey Hayashi, a CFP® with 16 years of experience at Edward Jones in nearby Alameda, offers expertise in wealth management and retirement income strategy, which can help navigate Oakland's property and income tax complexities. His affiliation with a large firm managing over $1 trillion in assets provides access to diverse advisory programs, distinguishing him from advisors at smaller firms.
Experience: 16 years
Avg account: $246,728
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Edward K
CFP®, Series 63, Series 65
Alameda, CA
OSAIC
Edward Kofman, based in nearby Alameda, CA, offers 39 years of experience and CFP® certification, making him well-equipped to navigate Oakland's complex tax environment including Proposition 13 implications. Affiliated with OSAIC, a large firm known for comprehensive investment processes and flexible fee structures including flat fees, he serves diverse clients from individuals to pension plans, providing both discretionary and non-discretionary management options.
Experience: 40 years
Avg account: $398,336
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Todd W
Alameda, CA
Legacy Wealth Management, LLC
Todd Wellnitz, based in nearby Alameda, offers financial planning with a flat-fee structure and negotiable fees up to $50,000 annually, suitable for clients seeking transparent costs. His firm, Legacy Wealth Management, serves individuals and organizations with discretionary and non-discretionary portfolio management, emphasizing tailored strategies and ongoing monitoring, which may complement local tax planning needs in Oakland.
Experience: 1 year
Avg account: $186,710
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Kevin K
CFP®, Series 63, Series 65
Alameda, CA
Kevin Kennedy, LLC
Kevin Kennedy's 28 years of experience and CFP® certification equip him to navigate Oakland's complex tax environment, including Proposition 13 implications. His firm offers comprehensive planning with a focus on retirement income strategy and tax-loss harvesting, serving individuals and institutional clients with a 1.25% AUM fee, distinguishing him through a blend of local insight and institutional expertise.
Experience: 28 years
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