Top financial advisors in Sacramento, 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 Sacramento, CA, and are navigating the impact of high state income taxes alongside Proposition 13's property tax limits, you need advisors who understand these local tax nuances. A common mistake is overlooking how Proposition 13 can cap your property tax increases, which affects long-term financial planning.
- State tax expertise. Confirm how they integrate California's high income tax rates into your overall strategy.
- Property tax planning. Ask how they factor Proposition 13's limits into your home equity and cash flow forecasts.
- Experience with local markets. Look for advisors familiar with Sacramento's economic environment and housing trends.
- Long-term tax impact. Ensure they model how tax changes could affect your retirement and investment decisions over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Norma C
Series 63, Series 66
Sacramento, CA
Wells Fargo Advisors
Norma Casanova's 26 years of experience and Series 63 and 66 licenses position her well to address Sacramento homeowners' tax planning needs, including California's high income taxes and Proposition 13 property tax limits. As a seasoned advisor at Wells Fargo Advisors, a large firm serving high-net-worth clients, she leverages extensive research and planning tools, differentiating her through access to broad resources and a focus on affluent individuals.
Experience: 27 years
Avg account: $514,335
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Kevin W
Series 63, Series 66
Sacramento, CA
OSAIC
Kevin Wong's 24 years of experience and Series 63 and 66 licenses position him well to address Sacramento's unique tax environment, including Proposition 13's property tax limits. Operating within OSAIC, a large SEC-registered firm, he offers flat-fee financial planning and consulting services, catering to a diverse clientele including executives and retirees, with an investment approach emphasizing risk tolerance and portfolio optimization.
Experience: 25 years
Avg account: $398,336
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Nicholas C
Series 66
Sacramento, CA
Merrill
Nicholas Cunningham at Merrill in Sacramento offers expertise in tax-loss harvesting and active portfolio management, which can help navigate California's high income taxes and Proposition 13 property tax limits. Merrill's large-firm resources provide access to diverse investment strategies and integration with Bank of America, supporting a broad client base including executives and business owners, with a 1.10% AUM fee for managed strategies under $2 million.
Experience: 0 years
Avg account: $860,085
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Michael M
Series 63, Series 65
Sacramento, CA
Gradient Advisors, LLC
Michael Matter's expertise in retirement income strategy and general tax planning suits Sacramento homeowners managing high state income taxes and Proposition 13's property tax limits. With seven years of experience and a background at major financial institutions, he offers independent advice through Gradient Advisors, which employs fundamental, technical, and cyclical analysis to tailor strategies for diverse clients.
Experience: 8 years
Avg account: $134,534
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Jeanne L
Series 66
Sacramento, CA
Edward Jones
Jeanne Lease at Edward Jones in Sacramento offers expertise in retirement income strategy and wealth management, which is crucial for navigating California's high state income taxes and Proposition 13's property tax limits. Her experience with a large firm provides access to diverse advisory programs and investment options, supporting a broad client base including executives and business owners, distinguishing her from advisors with smaller practices.
Experience: 6 years
Avg account: $246,728
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