Top financial advisors in Redwood City, 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 Redwood City, CA, or are planning to buy one, you might face complex decisions about property taxes due to Proposition 13, which can cap long-term increases but has specific rules. Without an advisor familiar with local tax nuances, you could misjudge your future tax burden or miss opportunities to optimize your financial plan.
- Local tax expertise. Confirm how they incorporate Proposition 13's limits into your long-term property tax projections.
- Income tax planning. California's high income taxes affect retirement and investment strategies; ask how they address this in your plan.
- Homeownership impact. Discuss how owning property influences your overall financial goals, including cash flow and estate considerations.
- Coordination with other advisors. Ensure they work with your tax preparer or estate attorney to align strategies across disciplines.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jackson B
Series 66
Redwood City, CA
Stratos Wealth Partners, Ltd
Jackson Bussell offers financial planning in Redwood City with a focus on wealth management and retirement plans for business owners, supported by Stratos Wealth Partners' large-firm resources. His flat-fee structure and access to an open-architecture platform with active portfolio monitoring differentiate him from others, despite his relatively recent entry into the industry with one year of experience.
Experience: 1 year
Avg account: $706,728
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Keli C
Series 65
Menlo Park, CA
Avalon Capital Management
Keli Cole offers expertise in active portfolio management and real estate investing, which is valuable for navigating Redwood City's property tax complexities under Proposition 13. Operating independently at Avalon Capital Management, she serves high-net-worth clients with a 1.00% AUM fee and applies a global asset-allocation strategy, distinguishing her approach from others in the area.
Experience: 1 year
Avg account: $3,500,494
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Carol A
CFP®, Series 65
Redwood City, CA
Nancy K Weeks Associates, LLC
Carol Acker, a CFP® with 22 years of experience in Redwood City, offers expertise in general retirement planning and ESG investing, which can help navigate local tax complexities like Proposition 13. Her firm serves higher-net-worth clients with a flat-fee structure and emphasizes coordination with other advisors, making her a seasoned independent choice for comprehensive financial planning.
Experience: 23 years
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Ben E
CFP®, Series 66
Redwood City, CA
OSAIC
Ben Eshaghi's 44 years of experience and CFP® certification equip him to navigate Redwood City's complex property tax landscape, including Proposition 13 implications. Working at OSAIC, a large SEC-registered firm with a technology-driven investment process, he offers flat-fee financial planning and serves diverse clients, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 45 years
Avg account: $398,336
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Lin K
Series 65, Series 63
Burlingame, CA
Transamerica Financial Advisors
Lin Kong's experience with Transamerica Financial Advisors, a large firm known for its model portfolio approach and diverse client base, equips him to navigate Redwood City's complex property tax landscape, including Proposition 13 implications. His expertise in ESG investing and wealth management, combined with a 0.65% AUM fee and background as a founder/business owner, distinguishes him from other advisors in the area.
Experience: 9 years
Avg account: $48,577
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