Top financial advisors in Red Bluff, 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 Red Bluff, CA, understanding how Proposition 13 limits your property tax increases can be crucial for your financial planning. Without an advisor familiar with these local tax rules, you might miss opportunities to manage your tax burden effectively.
- Local tax knowledge. Confirm the advisor understands how Proposition 13 caps property tax increases and how that impacts your long-term planning.
- Income tax strategies. California's high income taxes require careful planning; ask how they integrate state tax considerations into your overall financial plan.
- Homeownership impact. Discuss how your property taxes interact with other assets and income to avoid surprises in your cash flow.
- Experience in Red Bluff. Advisors familiar with the local market can better anticipate changes affecting your financial situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Eric F
Series 63
Red Bluff, CA
Raymond James Financial
Eric Frey offers 34 years of experience in Red Bluff, CA, with expertise in retirement and business succession planning, which can help navigate local tax impacts like Proposition 13. Affiliated with Raymond James Financial, a large firm providing flat-fee and hourly options, he serves diverse clients including business owners, offering tailored financial planning and investment consulting.
Experience: 34 years
Avg account: $700,796
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Matthew E
CFP®, Series 63
Red Bluff, CA
Etzler Financial Advisors, LLC
Matthew Etzler's 23 years of experience and CFP® certification equip him to navigate Red Bluff's unique tax landscape, including Proposition 13's impact on property taxes. His independent, fee-only practice offers flat fees and subscription options, serving high-net-worth clients with a focus on retirement income strategy and tax planning, distinguishing him through personalized, long-term investment approaches.
Experience: 23 years
Avg account: $0
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Stephen C
Series 66
Red Bluff, CA
Edward Jones
Stephen Cheffet in Red Bluff, CA, brings eight years of experience and expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer, which can help navigate local tax rules like Proposition 13. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with an AUM fee up to 1.35%, suitable for clients including retirees and business owners.
Experience: 9 years
Avg account: $246,728
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Mikael A
Series 65, Series 63
Redding, CA
J.P. Morgan Securities
Mikael Ago's role at J.P. Morgan Securities in Red Bluff, CA, positions him to address local financial planning needs, including property tax considerations under Proposition 13. His firm's expertise in institutional consulting, quantitative asset-allocation modeling, and ESG frameworks distinguishes him from others by offering sophisticated investment strategies alongside wealth management services, supported by a 0.30% annual AUM fee.
Experience: 4 years
Avg account: $318,381
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Daniel P
Series 63, Series 66
Red Bluff, CA
OSAIC
Daniel Polster's 21 years of experience and Series 63 and 66 licenses equip him to navigate Red Bluff's local tax environment, including Proposition 13 implications. His affiliation with Osaic Wealth, a large firm managing around $200 billion in assets, and his flat-fee structure provide a blend of seasoned expertise and flexible pricing, distinguishing him from advisors with smaller practices or different fee models.
Experience: 21 years
Avg account: $398,336
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