Top financial advisors in Pasadena, 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 Pasadena, CA, understanding how Proposition 13 limits your property tax increases can be crucial for your financial planning. Without an advisor familiar with local tax nuances, you might miss opportunities to optimize your tax strategy and long-term wealth.
- Local tax expertise. Confirm how they incorporate California's high income taxes and Proposition 13's protections into your overall plan.
- Homeowner planning. Ask how they balance property tax limits with other assets to manage your tax burden effectively.
- Income tax strategies. Ensure they address state income tax impacts on your investment and retirement decisions.
- Long-term outlook. Look for advisors who consider how local tax laws affect your financial goals over decades, not just short-term gains.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Wan Lin L
Series 66
Pasadena, CA
Griffinest Asia Asset Management, LLC
Wan Lin Liao offers expertise in wealth management and private alternative investments, serving high-net-worth clients in Pasadena, CA, which suits homeowners needing nuanced tax and investment strategies. His firm provides personalized financial planning with flat-fee options ranging from $500 to $5,000, managing $10.27 million across nine accounts, highlighting a tailored approach compared to advisors with broader client bases or different fee structures.
Experience: 13 years
Avg account: $1,051,232
-
G Miguel A
CFP®, Series 66
Pasadena, CA
Vida Private Wealth LLC
G Miguel Alves in Pasadena, CA, offers expertise in multi-generational wealth transfer and sustainable investing, which can help navigate local tax nuances like Proposition 13 for homeowners. With 20 years of experience, a CFP® certification, and a 1.50% AUM fee, he serves high-net-worth clients through Vida Private Wealth's open-architecture investment approach, differentiating him with access to private funds and multi-family office services.
Experience: 21 years
Avg account: $2,923,259
-
Alex C
Series 63, Series 65
Pasadena, CA
Lake Avenue Financial LLC
Alex Chalekian's 28 years of experience and Series 63 and 65 licenses equip him to navigate Pasadena's unique tax environment, including Proposition 13 and California's income taxes. His firm, Lake Avenue Financial LLC, serves both high-net-worth and non-HNW clients with customized asset allocation and model-based strategies, offering negotiable flat fees and a blend of fundamental, technical, and cyclical analysis for ongoing portfolio management.
Experience: 28 years
Avg account: $493,015
-
Mark L
Series 66
Pasadena, CA
Pacific Trust Wealth Management
Mark Lechler in Pasadena, CA, offers expertise in active portfolio management and options strategies, which can help navigate local tax impacts like Proposition 13 and California's income taxes. His firm, Pacific Trust Wealth Management, serves a small, high-net-worth client base with tailored planning and discretionary management, charging 1.5% AUM fees and emphasizing a Global Macro to conservative risk-hedging approach.
Experience: 15 years
Avg account: $386,985
-
David H
CFP®, Series 63, Series 65
Pasadena, CA
OakGrowth Wealth Management LLC
David Hindi's extensive 28 years of experience and CFP® certification equip him to navigate Pasadena's unique tax landscape, including Proposition 13's impact on property taxes. As founder of OakGrowth Wealth Management, he offers flat-fee, project-based financial planning and focuses on passive investment strategies, serving individual and high-net-worth clients with tailored advice on cash flow, insurance, and tax planning.
Experience: 28 years
Avg account: $310,040
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Pasadena, CA
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)