Top financial advisors in Paso Robles, 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 Paso Robles, CA, and are planning your financial future, understanding how Proposition 13 limits your property tax increases can be crucial. Without this knowledge, you might overestimate your long-term tax burden and misallocate your resources.
- Local tax expertise. Confirm how the advisor incorporates California's unique tax rules, like Proposition 13, into your financial plan.
- Income tax planning. High state income taxes require strategies that balance tax efficiency with your cash flow needs.
- Homeownership impact. Ask how they factor in property tax limits when advising on real estate investments or retirement plans.
- Experience with local markets. Advisors familiar with Paso Robles can better anticipate regional economic trends affecting your wealth.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James H
Series 63, Series 65
Paso Robles, CA
OakLeaf Asset Advisors
James Hickman offers deep local insight into Paso Robles' financial landscape, with 27 years of experience and expertise in retirement and tax planning, which is vital for navigating Proposition 13's property tax limits. As an independent advisor at OakLeaf Asset Advisors, he employs a research-driven, buy-and-hold investment approach using no-load mutual funds and ETFs, charging 1% AUM fees and $150 hourly for planning, distinguishing him from others by combining personalized service with strategic asset allocation.
Experience: 27 years
Avg account: $387,202
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Jack C
Series 66
Glendale, CA
Thrivent Investment Management
Jack Crawford's experience in business ownership considerations and his Series 66 registration equip him to address financial planning needs specific to Paso Robles homeowners, including local tax implications like Proposition 13. Affiliated with the large firm Thrivent Investment Management, he offers comprehensive, goal-based planning and managed-account services, distinguishing him with integrated solutions and a community-oriented presence in Paso Robles.
Experience: 5 years
Avg account: $162,801
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John K
Series 63, Series 65
Paso Robles, CA
J. Dyhr Capital
John Kirkgard offers financial planning in Paso Robles with a focus on wealth management and retirement plans for business owners, which can help navigate local tax rules like Proposition 13. His firm uses a Modern Portfolio Theory-based asset allocation with no-load mutual funds and ETFs, charging a 2% AUM fee, and serves a diverse client base including trusts and charitable organizations.
Experience: 2 years
Avg account: $437,500
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Susan B
Series 63, Series 65
Paso Robles, CA
Principal Financial Services
Susan Bentley's 37 years of experience and Series 63 and 65 licenses equip her to navigate Paso Robles' unique tax environment, including Proposition 13 implications for homeowners. Working with Principal Financial Services, a large firm offering diverse client services and flexible fee structures like hourly and monthly options, she stands out by combining deep local knowledge with broad advisory capabilities and a background as a business owner and bank/trust officer.
Experience: 37 years
Avg account: $324,050
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Kristin K
Series 63, Series 66
Paso Robles, CA
Wells Fargo Advisors
Kristin Kendall's 44 years of experience at Wells Fargo Advisors equip her to navigate Paso Robles' unique tax landscape, including Proposition 13's impact on property taxes. As a seasoned advisor serving high-net-worth clients and business owners, she leverages proprietary research and personalized planning tools, distinguishing her from others by combining deep local insight with large-firm resources and specialized expertise in cash flow and business exit strategies.
Experience: 45 years
Avg account: $514,335
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