Top financial advisors in Paradise, NV
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 recently moved to Paradise, NV, or are planning to retire there, you might need an advisor who understands how to manage your finances without state income tax. A common mistake is assuming no state income tax means you can ignore other taxes like federal income, sales, or property taxes.
- Federal tax focus. Confirm how they plan around federal income tax since Nevada has no state income tax but relies on other taxes.
- Property and sales tax insight. Ask how they incorporate local sales and property taxes into your overall financial plan.
- Business-friendly strategies. If you're an entrepreneur, check how they leverage Nevada's business-friendly policies to your advantage.
- Experience with relocation. See if they have helped clients adjust their tax and investment plans after moving to Nevada.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nigelenn H
Series 63, Series 66
Las Vegs, NV
LPL Financial
Nigelenn Holman offers expertise in wealth management and retirement plans for business owners, which is valuable for those relocating to Paradise, NV, where understanding federal and local tax implications is crucial. His flat-fee structure at LPL Financial, a large firm with extensive resources, differentiates him by providing transparent pricing and access to diverse investment solutions, suitable for a range of client types including founders and retirees.
Experience: 14 years
Avg account: $399,489
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Clarizcel P
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Clarizcel Roxas, based in nearby Las Vegas, offers 12 years of experience and expertise in wealth management, ESG investing, and concentrated stock management, which can help navigate Paradise's tax landscape. Working with a large firm like Transamerica Financial Advisors, she supports diverse clients including business owners, using model portfolios and third-party managers with a 0.65% AUM fee, distinguishing her from smaller local advisors.
Experience: 12 years
Avg account: $48,577
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Ronald H
Series 63, Series 66
Las Las Vegas, NV
Navigator Wealth Advisors
Ronald Hyde's 29 years of experience and expertise in retirement and income planning make him well-suited to address the financial needs of those relocating to Paradise, NV, where understanding federal and local tax implications is crucial. As an independent advisor at Navigator Wealth Advisors, he offers discretionary portfolio management with ETF model portfolios and serves a diverse client base including individuals and businesses, charging a 1.50% AUM fee.
Experience: 29 years
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Daurene L
CFP®, Series 63
Las Vegas, NV
GSP Financial Strategies
Daurene Lee's 25 years of experience and CFP® certification equip her to address the unique tax considerations for Paradise, NV residents, including federal tax planning and local tax impacts. Leading an independent firm since 2007, she offers personalized financial planning and uses fundamental analysis with third-party managers, serving individuals and businesses with a negotiable hourly fee and 1.5% AUM charge.
Experience: 25 years
Avg account: $408,556
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Nasser M
Series 63, Series 65
Las Vegas, NV
Primerica Advisors
Nasser Mehrzad's 37 years of experience and Series 63 and 65 licenses equip him to address the financial complexities of Paradise, NV, including federal tax planning and income strategies. Operating with Primerica Advisors, a large firm offering discretionary asset management and tax-aware investment models, he provides a wrap-fee solution with a 1.74% AUM fee, distinguishing him from advisors with smaller firms or different fee structures.
Experience: 37 years
Avg account: $228,117
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