Top financial advisors in Roseville, 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 Roseville, CA, understanding how Proposition 13 limits your property tax increases over time can be crucial for your financial planning. Without an advisor familiar with these local tax rules, you might miss opportunities to optimize your tax situation or misjudge your long-term expenses.
- Local tax knowledge. Confirm the advisor understands how Proposition 13 caps property tax increases and how that impacts your overall tax strategy.
- Income tax planning. California's high income taxes require careful planning; ask how they integrate state tax considerations into your financial plan.
- Homeownership impact. Discuss how your property tax limits affect your cash flow and retirement projections.
- Long-term scenario modeling. Ensure they model your financial future with local tax rules in mind, not just federal tax laws.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brian P
Series 63, Series 65
Roseville, CA
Bridgeport Financial Solutions
Brian Peardon offers 21 years of experience in Roseville, CA, with expertise in annuities and a strong understanding of local tax implications like Proposition 13. His firm, Bridgeport Financial Solutions, provides diverse services including investment management and retirement-plan advisory, with flexible fee options such as flat fees and subscriptions, catering to individuals and trusts seeking tailored financial strategies.
Experience: 21 years
Avg account: $1,016,116
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James F
Series 63, Series 65
Roseville, CA
Cambridge Investment Research Advisors
James Fantaski's 35 years of experience and Series 63 and 65 licenses equip him to navigate Roseville's local tax nuances, including Proposition 13's impact on property taxes and retirement income strategies. Operating within Cambridge Investment Research Advisors, a large firm offering diverse financial planning and retirement plan advisory services, he provides flat-fee and hourly options, catering to retirees, business owners, and executives seeking tailored, seasoned guidance.
Experience: 36 years
Avg account: $378,281
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Robert M
Series 63, Series 65
Roseville, CA
Ameritas Advisory Services, LLC
Robert Mahnke's 31 years of experience and Series 63 and 65 licenses equip him to navigate Roseville's unique tax landscape, including Proposition 13's property tax limits. Operating within Ameritas Advisory Services, a large firm offering flat fees and diverse investment strategies, he provides comprehensive retirement income strategies and wealth management, distinguishing him from advisors with smaller firm affiliations or less extensive fee options.
Experience: 32 years
Avg account: $448,118
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David D
Series 66
Roseville, CA
Wells Fargo Clearing
David Degrandmont in Roseville, CA, brings eight years of experience and a Series 66 designation, working with Wells Fargo Clearing, a large firm known for retirement plan consulting and a disciplined IPS-driven investment approach. His flat-fee structure and focus on high-net-worth clients differentiate him from others, offering access to diverse investment options including insurance vehicles and bank deposit sweeps.
Experience: 8 years
Avg account: $475,575
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Haldun A
Series 66
Roseville, CA
The AmeriFlex Group
Haldun Arin's expertise in retirement income strategy and cash flow budgeting suits homeowners in Roseville, CA, navigating Proposition 13's property tax limits and California's income tax complexities. Affiliated with a large firm offering flat-fee and negotiated advisory options, he serves established professionals and brings five years of experience, enhancing his ability to model long-term financial scenarios with local tax considerations.
Experience: 5 years
Avg account: $549,793
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