Top financial advisors in Orange, 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 Orange, CA, understanding how Proposition 13 limits your property tax increases can be crucial for your financial planning. Without a clear grasp of this, you might overestimate your future tax burden and misallocate your resources.
- Local tax knowledge. Confirm how the advisor incorporates California's high income taxes and Proposition 13's property tax limits into your overall plan.
- Income and asset integration. Ask how they balance your income tax strategy with property tax considerations to optimize your cash flow.
- Long-term property planning. Inquire about their approach to managing property taxes over time, especially if you plan to buy or sell real estate.
- Experience in Orange County. Look for advisors familiar with local market conditions and tax nuances that affect your financial decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Isaac P
Series 63, Series 65
Orange, CA
Lifeworks Advisors, LLC
Isaac Pineda in Orange, CA, offers expertise in retirement income strategy and business exit planning, which can help integrate income and property tax considerations under Proposition 13. His firm uses a planning-based tranche approach with risk-based modeling and factor-based equity strategies, providing a comprehensive investment approach alongside flat-fee financial planning options up to $50,000.
Experience: 9 years
Avg account: $506,000
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Angela C
Series 66
Orange, CA
Edward Jones
Angela Choo's six years of experience and Series 66 designation equip her to navigate the complexities of wealth management and tax-loss harvesting in Orange, CA, including local tax considerations like Proposition 13. Working with Edward Jones, a large firm managing over $1 trillion in assets, she offers structured advisory programs with fees up to 1.35% annually, suitable for clients seeking comprehensive wealth strategies in a well-established network.
Experience: 7 years
Avg account: $246,728
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Orville M
Series 63, Series 66
Orange, CA
Raymond James & Associates
Orville Mohler Jr. brings 21 years of experience in wealth management and retirement planning, operating locally in Orange, CA, which is vital for navigating Proposition 13 and California's tax landscape. Affiliated with Raymond James & Associates, a large firm offering flat-fee structures, he serves a diverse clientele including business owners and executives, providing tailored financial plans with both discretionary and non-discretionary advisory options.
Experience: 22 years
Avg account: $788,879
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David W
Series 63, Series 65
Orange, CA
Cetera
David Willett's 21 years of experience and Series 63 and 65 licenses equip him to navigate Orange, CA's complex tax environment, including Proposition 13 implications. Operating within Cetera, a large firm offering discretionary portfolio management and fiduciary solutions, he provides flat-fee and hourly financial planning options, catering to high earners and those approaching retirement with tailored wealth management and tax-loss harvesting strategies.
Experience: 22 years
Avg account: $306,089
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Jason W
Series 63, Series 65
Orange, CA
Fidelity
Jason Walters brings 22 years of experience in Orange, CA, working with Fidelity, a large firm known for systematic methodologies and AI-driven research. His expertise in active portfolio management and charitable giving complements local tax knowledge, helping clients integrate income and property tax strategies effectively. Compared to others, his background with a major firm and use of quantitative analysis offers a distinctive approach to managing complex financial needs in the area.
Experience: 23 years
Avg account: $234,793
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