Top financial advisors in Petaluma, 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 Petaluma, CA, and are planning your financial future, understanding how local tax rules like Proposition 13 affect your property taxes is crucial. Without this knowledge, you might overestimate your long-term tax burden and misallocate your resources.
- Local tax impact. Ask how they incorporate California's high income taxes and Proposition 13's property tax limits into your overall plan.
- Income tax strategies. Confirm they consider state income tax rates when advising on investments or retirement withdrawals.
- Property value assumptions. Ensure they model your home's value growth realistically, factoring in local market trends and tax protections.
- Long-term planning. Check if they help you anticipate changes in tax laws that could affect your financial goals over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Alicia M
Series 66
Petaluma, CA
Merrill
Alicia Marquez in Petaluma, CA, brings 8 years of experience and a Series 66 designation, focusing on tax-loss harvesting and active portfolio management, which can help address local tax impacts like Proposition 13. Working at Merrill, a large firm offering managed accounts and tax-efficient strategies, she serves mid-career professionals and high earners, providing access to broad financial resources and a 1.10% AUM fee for accounts under $2 million.
Experience: 8 years
Avg account: $860,085
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Russell A
Series 63, Series 65
Petaluma, CA
Sovran Advisors, LLC
Russell Albright's 14 years of experience and Series 63 and 65 licenses equip him to navigate Petaluma's local tax environment, including Proposition 13 and California's income tax rates. As an independent advisor at Sovran Advisors, he offers flexible fee structures such as flat fees and negotiable AUM fees, serving high-net-worth individuals and entities with tailored investment strategies.
Experience: 15 years
Avg account: $440,191
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Elliot S
CFP®, Series 66
Petaluma, CA
Edward Jones
Elliot Sandvig, a CFP®-certified advisor at Edward Jones in Petaluma, CA, brings five years of experience and expertise in real estate investing and business ownership considerations, which are valuable for navigating local tax impacts like Proposition 13. His affiliation with a large firm offering discretionary strategies and separately managed accounts provides access to diverse investment options, distinguishing him from advisors at smaller firms.
Experience: 5 years
Avg account: $246,728
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Leah P
Series 65, Series 63
Petaluma, CA
LPL Financial
Leah Ponce De Leon in Petaluma, CA, offers expertise in wealth management and tax-loss harvesting, which can help address local tax considerations like Proposition 13 and California's income taxes. Affiliated with LPL Financial, a large firm, she provides flat-fee financial planning and serves diverse clients, including business owners and retirees, distinguishing her through a broad service range and transparent fee structure.
Experience: 4 years
Avg account: $399,489
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Matthew F
Series 66
Petaluma, CA
J.P. Morgan Securities
Matthew Foster's 18 years of experience and Series 66 designation equip him to navigate Petaluma's complex tax environment, including Proposition 13's property tax limits. Working with J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting, he offers a 0.30% annual AUM fee and serves executives and business owners, providing a blend of wealth management and tailored investment advice.
Experience: 19 years
Avg account: $318,381
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