Top financial advisors in Riverside, 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 Riverside, 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 how they incorporate Riverside's property tax limits into your overall plan.
- Income tax strategies. Riverside's high income taxes require careful planning to minimize your tax burden.
- Long-term property planning. Ask how they help balance property ownership benefits with tax implications over time.
- Integrated approach. Ensure they consider both state tax rules and your broader financial goals together.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Enda V
Series 63, Series 65
Riverside, CA
Primerica Advisors
Enda Veres in Riverside, CA, brings 14 years of experience and holds Series 63 and 65 licenses, offering expertise in ESG investing, tax-loss harvesting, and income planning, which can help navigate local tax challenges like Proposition 13. Working with Primerica Advisors, a large firm, he provides discretionary asset management through a tiered wrap-fee program, catering to both individual and high-net-worth clients with model-driven strategies.
Experience: 14 years
Avg account: $228,117
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Juan V
Series 63, Series 65
Riverside, CA
OSAIC
Juan Vargas offers 18 years of experience in Riverside, CA, with expertise in annuities and holds Series 63 and 65 licenses, making him well-versed in local financial regulations. Working at OSAIC, a large SEC-registered firm, he provides flat-fee planning options and serves diverse clients including individuals and corporations, which may offer broader resources compared to smaller local advisors.
Experience: 19 years
Avg account: $398,336
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Adam M
Series 65
Riverside, CA
Portside Wealth Group, LLC
Adam Mc Kell in Riverside, CA, offers expertise in options and derivatives strategies, supported by 10 years of industry experience and a Series 65 designation. His firm, Portside Wealth Group, provides discretionary portfolio management and financial planning with tailored strategies, serving individuals and organizations, and offers flexible flat-fee and hourly consulting options, distinguishing him from advisors with more traditional fee structures.
Experience: 10 years
Avg account: $196,052
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Lynette A
CFP®, PFS™, Series 66
Riverside, CA
Cetera
Lynette Atchley’s 26 years of experience and CFP® and PFS™ credentials equip her to navigate Riverside’s complex tax environment, including Proposition 13 implications. Working with Cetera, a large firm serving diverse clients, she offers flat-fee financial planning and specializes in wealth management, tax-loss harvesting, and retirement plans for business owners, making her a versatile choice among local advisors.
Experience: 26 years
Avg account: $306,089
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Karl H
CFP®, Series 65
Riverside, CA
The Leonard Financial Group, LLC
Karl Hicks offers expertise in options and derivatives strategies, which can be valuable for managing Riverside's complex tax environment, including Proposition 13 implications. With 21 years of experience and a CFP® certification, he provides flat-fee financial planning and investment management through The Leonard Financial Group, serving both high-net-worth and non-high-net-worth clients in Riverside, CA.
Experience: 21 years
Avg account: $644,516
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