Top financial advisors in Palo Alto, 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 Palo Alto, managing your tax exposure is crucial, especially given California's high income taxes and Proposition 13's impact on property tax limits. Without careful planning, you might miss opportunities to balance income and property tax liabilities effectively.
- Income and property tax balance. Ask how they integrate state income tax strategies with property tax considerations under Proposition 13.
- Long-term tax outlook. Confirm they model how your tax situation may evolve over years, not just the current tax year.
- Investment impact on taxes. Check how they consider tax consequences of your investment choices in California's tax environment.
- Coordination with tax professionals. Ensure they work alongside your CPA or tax preparer to align strategies and avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Adam G
CFP®, Series 65
Palo Alto, CA
Frank Rimerman Advisors LLC
Adam Gensler offers expertise in wealth management and passive/index investing, well-suited for high-net-worth clients in Palo Alto managing complex tax situations. His background as a tax partner and CFP® certification, combined with Frank Rimerman Advisors' long-term investment approach and flat-fee options, distinguish him from others by integrating tax strategy with diversified portfolio management.
Experience: 8 years
Avg account: $31,992,240
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Lavina N
CFP®, Series 65
Palo Alto, CA
Maya Advisors, Inc.
Lavina Nagar's 15 years of experience and CFP® certification equip her to address the complex tax planning needs of high-net-worth individuals in Palo Alto, especially balancing income and property taxes under California's regulations. Her firm, Maya Advisors, offers a flat-fee structure and emphasizes long-term fundamental investment analysis with low-cost mutual funds and ETFs, distinguishing her approach from others by supporting client-managed portfolios and collaboration with tax professionals.
Experience: 16 years
Avg account: $3,544,586
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Kanaka S
CFP®, Series 63
Los Altos, CA
Gates Pass Advisors, LLC
Kanaka Szabo Cummings offers expertise in income and general tax planning, making her well-suited to address the complex tax environment for high earners in Palo Alto, including considerations under Proposition 13. Based in nearby Los Altos, she provides flat-fee, independent wealth management services with a focus on tax-aware portfolio construction, serving high-net-worth clients and established professionals with 26 years of experience.
Experience: 27 years
Avg account: $3,008,496
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Nicholas R
Series 65, Series 63
Los Altos Hills, CA
The Raffin Group LLC
Nicholas Raffin's experience with options and derivatives strategies, along with tax-loss harvesting, equips him to address complex tax considerations relevant to high-income property owners in Palo Alto. His firm combines model allocations with personalized investment policies and employs diverse trading strategies, including low-cost ETFs and insurance products, offering a tailored approach compared to other advisors in the area.
Experience: 11 years
Avg account: $399,234
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Jacques S
Series 66
Palo Alto, CA
J.P. Morgan Securities
Jacques Shepherd, based in Palo Alto, CA, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With five years of experience and a Series 66 designation, he serves executives and business owners, charging a 0.30% annual fee on assets under management, which may suit clients seeking integrated investment and tax strategies in California's complex tax environment.
Experience: 5 years
Avg account: $318,381
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