Top financial advisors in Redding, 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 live in Redding, CA, and face complex financial decisions like managing high income taxes or planning around property tax limits under Proposition 13, you need advisors who understand these local nuances. Without this expertise, you might miss opportunities to reduce your tax burden or mismanage your property tax planning.
- Local tax knowledge. Confirm how they incorporate California's high income tax rates and Proposition 13's property tax limits into your financial plan.
- Long-term property tax strategy. Ask how they help homeowners leverage Proposition 13 to limit future property tax increases.
- Comprehensive income planning. Ensure they address both your current tax situation and future changes that could affect your income.
- Experience with regional markets. Check their familiarity with Redding's economic environment and how it impacts investment and retirement strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Carlos M
Series 66
Redding, CA
Merrill
Carlos Miranda's extensive 21 years of experience in Redding, CA, and his focus on retirement income strategy and wealth management make him well-equipped to address local tax challenges like Proposition 13. As a seasoned advisor at Merrill, he integrates investment management with banking and home financing services, offering a comprehensive approach that benefits established professionals and business owners seeking tailored financial solutions.
Experience: 22 years
Avg account: $860,085
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Jasmine P
Series 66
Redding, CA
Benjamin F. Edwards & Company, Inc.
Jasmine Packer's experience with income and general retirement planning suits clients in Redding, CA, who need guidance on managing local tax complexities like Proposition 13. Working at Stifel, a large firm with a proprietary investment methodology, she supports diverse clients including individuals and institutions, offering both brokerage and advisory services, which may provide broader resources compared to smaller local advisors.
Experience: 3 years
Avg account: $553,528
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Philip D
Series 66
Redding, CA
Edward Jones
Philip Dinius in Redding, CA, offers expertise in retirement income strategy and multi-generational wealth transfer, which can help navigate local tax complexities like Proposition 13. Affiliated with Edward Jones, a large firm serving over four million clients, he provides a range of investment strategies with a program fee up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 3 years
Avg account: $246,728
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Kevin R
Series 66
Redding, CA
LPL Financial
Kevin Riley's experience at LPL Financial equips him to address complex financial needs in Redding, including tax-loss harvesting and retirement plans for business owners, which are crucial for managing local tax challenges. His flat-fee structure and background as a founder and retired professional differentiate him from others, offering personalized service backed by a large firm's resources and research capabilities.
Experience: 7 years
Avg account: $399,489
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David C
Series 66
Redding, CA
Morgan Stanley
David Carter's 18 years of experience and local involvement in property management equip him to address Redding's unique tax and property planning challenges, including Proposition 13 considerations. As part of Morgan Stanley, a large firm managing $2.74 trillion in assets, he offers structured financial planning and market simulations, distinguishing him from advisors at smaller firms with less extensive resources.
Experience: 19 years
Avg account: $670,481
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