Top financial advisors in Salinas, 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 Salinas, CA, and are planning your financial future, understanding how Proposition 13 limits your property tax increases can be crucial. Without this knowledge, you might overestimate your long-term tax burden and misallocate your resources.
- Local tax expertise. Confirm how the advisor incorporates California's high income taxes and Proposition 13's property tax limits into your plan.
- Homeowner planning. Ask how they balance property tax benefits with other investment and retirement strategies.
- Income tax management. Ensure they address the impact of California's tax rates on your income and investment returns.
- Long-term outlook. Look for advisors who model your financial plan over decades, considering tax changes and property value growth.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mary M
Series 63, Series 65
Salinas, CA
Primerica Advisors
Mary Myles brings 36 years of experience and holds Series 63 and 65 credentials, offering expertise in ESG investing, tax-loss harvesting, and income planning, which are valuable for managing California's tax environment and Proposition 13 implications. Working with Primerica Advisors, a large firm providing discretionary asset management with a tiered wrap-fee structure, she serves individual and high-net-worth clients, distinguishing her through extensive local experience and a seasoned approach.
Experience: 37 years
Avg account: $228,117
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George W
Series 65
Salinas, CA
Saratoga Research & Investment Management
George Wehrfritz offers wealth management and active portfolio management in Salinas, CA, with 16 years of experience and a Series 65 designation. His firm, Saratoga Research & Investment Management, manages $2.5 billion using a concentrated large-cap equity strategy and serves both high-net-worth individuals and institutional clients, charging 0.75% annually for its equity strategy, which may appeal to those seeking independent, research-driven portfolio management.
Experience: 16 years
Avg account: $747,782
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John M
Series 63
Salinas, CA
Momentum Independent Network Inc.
John Madonna's 42 years of experience and expertise in tax-loss harvesting and retirement income strategy make him well-equipped to address the financial planning needs of Salinas homeowners, especially considering Proposition 13 and California's tax environment. His firm, Momentum Independent Network Inc., serves a diverse client base with a platform model integrating third-party managers, offering both advisory and brokerage services with flexible fee structures including flat fees and hourly rates.
Experience: 42 years
Avg account: $553,086
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David J
Series 66
Salinas, CA
Ameriprise
David Jenkins offers expertise in retirement income strategy and income planning, making him well-suited for homeowners in Salinas navigating Proposition 13 and California's tax environment. With 25 years of experience at a large firm like Ameriprise, he provides tax-efficient, research-driven advice and serves clients approaching retirement, charging a 0.15% AUM fee, which may differ from smaller firms or less experienced advisors nearby.
Experience: 26 years
Avg account: $471,167
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Ian E
Series 66
Salinas, CA
J.P. Morgan Securities
Ian Edwards offers wealth management services in Salinas, CA, with five years of experience and a Series 66 designation, working at the large firm J.P. Morgan Securities. His firm provides institutional consulting and customized performance reporting, which may help balance property tax benefits with long-term investment strategies, distinguishing him from advisors at smaller firms or with less institutional support.
Experience: 6 years
Avg account: $318,381
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