Top financial advisors in Oxnard, 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 Oxnard, CA, or are planning to buy one, you might face complex decisions about property taxes and long-term financial planning. A common mistake is overlooking how Proposition 13 limits property tax increases, which can affect your overall tax strategy.
- Local tax knowledge. Confirm the advisor understands California's high income taxes and how Proposition 13 impacts your property tax over time.
- Income and asset integration. Ask how they balance your income tax planning with property tax considerations to optimize your financial picture.
- Long-term property planning. Inquire about strategies for managing property taxes when buying, selling, or inheriting real estate in Oxnard.
- Customized tax scenarios. See if they model different tax outcomes based on your unique homeownership and income situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bahram K
Series 66
Port Hueneme, CA
LPL Financial
Bahram Khafajizadeh's experience with wealth management and tax-loss harvesting at LPL Financial equips him to address complex property tax and income tax integration challenges relevant to Oxnard homeowners. His flat-fee structure and affiliation with a large firm offering diverse investment solutions distinguish him from others, while his background as a founder and retired professional adds practical insight into business owner retirement plans and college savings strategies.
Experience: 9 years
Avg account: $399,489
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Israel S
Series 66, Series 63
Oxnard, CA
Edward Jones
Israel Santiago's 13 years of experience and focus on retirement income and wealth management make him well-equipped to address complex financial planning needs in Oxnard, including property tax considerations under Proposition 13. As part of Edward Jones, a large firm managing over $1 trillion in assets, he offers a range of advisory programs with an annual fee up to 1.35%, serving diverse clients including business owners and executives.
Experience: 14 years
Avg account: $246,728
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Melanie M
Series 63, Series 65
Oxnard, CA
Thrivent Investment Management
Melanie Meyer in Oxnard, CA, offers expertise in business ownership considerations, which can be valuable for integrating income and property tax planning relevant to local homeowners. With 32 years of experience at Thrivent Investment Management, a large firm providing dedicated planning services and consolidated billing, she supports clients seeking holistic, goal-based financial strategies without discretionary trading authority.
Experience: 33 years
Avg account: $162,801
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Florencio A
Series 66
Port Hueneme, CA
J.P. Morgan Securities
Florencio Ayala's experience with J.P. Morgan Securities equips him to navigate complex wealth management challenges, including integrating income and property tax considerations relevant to Oxnard homeowners. His background at large firms and a 0.30% annual AUM fee structure distinguish him from others, while his focus on executive and founder clients adds a tailored perspective for business owners managing real estate assets.
Experience: 10 years
Avg account: $318,381
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John M
Series 63, Series 65
Oxnard, CA
Primerica Advisors
John Murphy's 35 years of experience and Series 63 and 65 credentials equip him to navigate Oxnard's complex property tax landscape, including Proposition 13 implications. Operating within Primerica Advisors, a large firm with a tiered wrap-fee structure and discretionary asset management, he serves retail and high-net-worth clients, differentiating himself with expertise in ESG investing, tax-loss harvesting, and income planning.
Experience: 35 years
Avg account: $228,117
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