Top financial advisors in Rancho Cordova, 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 Rancho Cordova, CA, understanding how Proposition 13 limits your property tax increases can be crucial for your financial planning. Without a clear grasp of this, you might overestimate your future tax burden and misallocate your resources.
- Local tax knowledge. Confirm how the advisor incorporates California's high income taxes and Proposition 13's property tax limits into your overall plan.
- Income and asset integration. Ask how they balance your income tax strategy with property tax considerations to optimize your cash flow.
- Long-term property planning. Inquire about their approach to managing property taxes over time, especially if you plan to buy or sell real estate.
- Experience in California markets. Look for advisors familiar with Rancho Cordova's local economic factors affecting your financial decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
John D
CFP®, Series 63, Series 65, Series 66
Rancho Cordova, CA
Threadline Wealth
John Davis offers expertise in managing high-net-worth portfolios in Rancho Cordova, integrating retirement income strategies and sustainable investing with a flat-fee structure for financial planning. His 24 years of experience and role at Moss Adams Wealth Advisors, which manages $4.75 billion with a team-based, long-term asset allocation approach, distinguish him from other local advisors.
Experience: 24 years
Avg account: $4,420,558
-
Matthew C
Series 65, Series 66
Rancho Cordova, CA
Raymond James Financial
Matthew Crowley offers 27 years of experience in Rancho Cordova, specializing in retirement and business succession planning with a focus on cash flow and budgeting. Affiliated with Raymond James Financial, a large firm serving diverse clients, he provides flat-fee and hourly planning services, which may appeal to those seeking transparent fees and seasoned guidance in managing local tax and property considerations.
Experience: 27 years
Avg account: $700,796
-
Dru T
Series 63, Series 66
Rancho Cordova, CA
LPL Financial
Dru Torvend's 20 years of experience and Series 63 and 66 credentials position him well to address Rancho Cordova homeowners' financial planning needs, including tax-loss harvesting and retirement plans for business owners. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, he serves diverse clients with access to extensive investment and insurance products, differentiating him from advisors with narrower service scopes.
Experience: 21 years
Avg account: $399,489
-
Bereket K
Series 63, Series 65
Rancho Cordova, CA
Rehoboth Financial Planning, Inc.
Bereket Kelile in Rancho Cordova offers financial planning with a focus on retirement and annuities, supported by five years of experience and Series 63 and 65 licenses. His firm uses a personalized investment approach with discretionary management and negotiates flat financial planning fees between $2,500 and $10,000, which may appeal to clients seeking transparent, independent advice in California's tax environment.
Experience: 6 years
Avg account: $116,115
-
Melvin W
Series 63, Series 65
Rancho Cordova, CA
Primerica Advisors
Melvin Whitlock Jr. offers 12 years of experience in Rancho Cordova, CA, with expertise in income planning and tax-loss harvesting, which can help manage local tax challenges like Proposition 13. Affiliated with Primerica Advisors, a large firm providing discretionary asset management and a tiered wrap fee structure, he serves both individual and high-net-worth clients, distinguishing him through a comprehensive investment approach and local market familiarity.
Experience: 12 years
Avg account: $228,117
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Rancho Cordova, 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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")