Top financial advisors in Redlands, 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 Redlands, 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 optimize your tax strategy and long-term wealth.
- Local tax knowledge. Confirm the advisor understands how Proposition 13 caps property tax increases and how that impacts your overall tax picture.
- Income tax planning. California's high income taxes require careful coordination with property tax benefits; ask how they balance these factors.
- Long-term property strategy. Discuss how they incorporate property tax limits into your estate or retirement plans.
- Customized tax scenarios. Look for advisors who model different tax outcomes based on your homeownership and income changes over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jennifer T
Series 63
Redlands, CA
Retirement Wealth Group, Inc
Jennifer Turner brings 32 years of experience in retirement planning and annuities, making her well-equipped to address the complexities of Proposition 13 and California's tax environment for homeowners in Redlands. Her flat-fee structure and affiliation with Retirement Wealth Group, Inc., which offers in-house research and diverse investment options, distinguish her from other advisors by combining seasoned expertise with flexible, client-focused services.
Experience: 33 years
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Edgar G
Series 66
Redlands, CA
LPL Financial
Edgar Gonzalez, based in Redlands, CA, offers expertise in wealth management and tax-loss harvesting, which can help navigate local property tax rules like Proposition 13. Working with LPL Financial, a large firm, he provides flat-fee financial planning and serves a diverse client base, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 3 years
Avg account: $399,489
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Brandon E
CFP®, ChFC®, Series 63, Series 66
Redlands, CA
J.P. Morgan Securities
Brandon Estrada's 14 years at J.P. Morgan Securities in Redlands, CA, equip him to navigate local tax nuances like Proposition 13 within wealth management strategies. His CFP® and ChFC® credentials, combined with a 0.30% AUM fee at a large firm, offer a blend of personalized planning and institutional resources that may differ from smaller or less credentialed advisors nearby.
Experience: 14 years
Avg account: $318,381
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Ensen M
CFA®, Series 63, Series 65
Redlands, CA
Mason Financial Services
Ensen Mason's extensive 18 years of experience and role as Auditor-Controller/Treasurer/Tax Collector for San Bernardino County equip him with deep local tax knowledge, including Proposition 13 implications for Redlands homeowners. His firm offers discretionary portfolio management with a 2% AUM fee, blending fundamental, technical, and cyclical analysis, which may appeal to individual and high-net-worth clients seeking active portfolio management and independent advice.
Experience: 19 years
Avg account: $596,747
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Maria G
Series 66
Redlands, CA
Edward Jones
Maria Galvez, based in Redlands, CA, offers wealth management and tax-loss harvesting expertise, which can help navigate local property tax rules like Proposition 13. Affiliated with Edward Jones, a large firm serving over four million clients, she provides access to diverse investment strategies and a broad advisory network, differentiating her from smaller local advisors.
Experience: 2 years
Avg account: $246,728
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