Top financial advisors in Palm Desert, 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 Palm Desert, CA, and are planning your financial future, you need advisors who understand how local tax rules like Proposition 13 can affect your property taxes over time. Without this knowledge, an advisor might overlook how to protect you from unexpected tax increases or miss opportunities to optimize your overall tax strategy.
- Local tax expertise. Confirm they know how Proposition 13 limits property tax growth and how that impacts your long-term planning.
- Income tax planning. High state income taxes require strategies that balance your investments and withdrawals efficiently.
- Holistic asset management. Ask how they integrate property tax considerations with your broader financial goals.
- Experience in Palm Desert. Advisors familiar with the local market can better anticipate changes affecting your wealth.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Adam O
Series 65
Palm Desert, CA
Lotusland Properties
Adam Ochoa, based in Palm Desert, CA, combines his Series 65 credential with over a decade of CPA experience, offering valuable insight into local tax rules like Proposition 13. Operating through Lotusland Properties, an independent single-advisor firm, he specializes in connecting clients to vetted third-party investment advisers rather than managing portfolios directly, which may appeal to those seeking personalized referrals and tax-aware financial planning.
Experience: 3 years
Avg account: $0
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Gregory H
CFP®, Series 63, Series 65, Series 66
Palm Desert, CA
Ameriprise
Gregory Hill's 21 years of experience and CFP® certification equip him to navigate Palm Desert's unique tax environment, including Proposition 13's impact on property taxes. Working with Ameriprise, a large institutional firm, he offers retirement income strategies and tax-efficient planning supported by advanced research and modeling, making him suitable for clients approaching retirement with significant investable assets.
Experience: 21 years
Avg account: $471,167
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Craig M
Series 65, Series 66
Palm Desert, CA
The Wealth Consulting Group
Craig Mcbarnes offers expertise in tax-loss harvesting and wealth management, which is crucial for navigating Palm Desert's local tax environment including Proposition 13. His 12 years of experience and flat-fee, independent advisory model at The Wealth Consulting Group provide a tailored investment approach that integrates legal services, setting him apart from advisors with more traditional fee structures or less comprehensive planning services.
Experience: 13 years
Avg account: $466,923
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Michael G
CFP®, Series 66
Palm Desert, CA
Cetera
Michael Goodman brings 27 years of experience and CFP® certification, with expertise in wealth management and tax-loss harvesting, making him well-equipped to navigate Palm Desert's unique tax environment including Proposition 13. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, he serves a diverse clientele including high earners and those approaching retirement, providing tailored financial planning and tax strategies.
Experience: 28 years
Avg account: $306,089
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Marsha L
Series 63
Palm Desert, CA
Marsha Lee & Company,Inc.
Marsha Lee's 44 years of experience and active portfolio management expertise make her well-equipped to address the financial complexities faced by Palm Desert homeowners, including local tax considerations like Proposition 13. Her firm serves high-net-worth individuals with a discretionary, diversified investment approach and offers flexible fee structures, distinguishing her from advisors with less tailored services or experience in the area.
Experience: 44 years
Avg account: $1,384,417
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