Top financial advisors in Ontario, 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 Ontario, CA, you might face complex tax situations that require careful planning. A common mistake is overlooking how Proposition 13 limits property tax increases, which can affect your long-term financial strategy.
- Income tax navigation. Confirm how the advisor manages high state income taxes alongside your overall financial goals.
- Property tax impact. Ask how they incorporate Proposition 13's protections into your planning to avoid surprises.
- Long-term tax strategy. Look for advisors who consider both current tax rates and potential future changes in their recommendations.
- Experience with local regulations. Ensure they understand Ontario's specific tax environment, not just general California rules.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Saad E
CFP®, Series 63, Series 65
Ontario, CA
XEL
Saad El Hajjaoui in Ontario, CA, offers expertise in tax-loss harvesting and general retirement planning, which can help navigate complex tax situations including Proposition 13's property tax limits. His independent firm manages $8.5 million for 34 clients, providing flat-fee financial planning packages and a diversified investment approach that combines fundamental and quantitative analysis, distinguishing him from advisors with larger client loads or different fee structures.
Experience: 3 years
Avg account: $250,840
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Kimberly N
Series 63, Series 66
Ontario, CA
Ameriprise
Kimberly Neal specializes in retirement income strategy and income planning, making her well-suited to address complex tax situations for high-income clients in Ontario, CA. With 25 years of experience at Ameriprise, a large firm offering tax-efficient retirement planning and a 0.15% AUM fee, she provides detailed recommendation reports that incorporate Social Security optimization and tax-smart withdrawal strategies.
Experience: 25 years
Avg account: $471,167
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Patricia G
Series 65, Series 63
Ontario, CA
Primerica Advisors
Patricia Garcia in Ontario, CA, specializes in ESG investing, tax-loss harvesting, and income planning, which can help navigate complex tax situations including Proposition 13 impacts. Working with Primerica Advisors, a large firm offering discretionary asset management and a wrap-fee structure, she serves individual and high-net-worth clients with a 1.74% AUM fee, differentiating her through access to curated third-party managers and model-delivery strategies.
Experience: 2 years
Avg account: $228,117
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Hal B
Series 63, Series 65
Ontario, CA
Verus Capital Partners, LLC
Hal Burns in Ontario, CA, offers expertise in income planning and retirement withdrawal strategies, which are crucial for managing high income and property tax complexities in the area. His independent practice with flat-fee options and 10 years of experience, combined with tax preparation and accounting services, distinguishes him from others by providing integrated financial and tax planning tailored to local regulations.
Experience: 11 years
Avg account: $408,170
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Omar N
Series 63, Series 66
Ontario, CA
Pierpont Investment Group, LLC
Omar Nasir's 19 years of experience and expertise in options and derivatives strategies, along with tax-loss harvesting, equip him to address complex tax situations for high-income property owners in Ontario, CA. As an independent advisor at Pierpont Investment Group, he offers customized, long-term investment approaches including ETFs and fixed income, charging a 1% annual fee on assets under management.
Experience: 20 years
Avg account: $412,500
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