Top financial advisors in San Bernardino, 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 San Bernardino, CA, understanding how Proposition 13 limits your property tax increases can be crucial for your financial planning. Without a clear grasp of local tax rules, you might miss opportunities to manage your tax burden effectively.
- Local tax knowledge. Confirm how the advisor incorporates California's high income taxes and Proposition 13's property tax limits into your plan.
- Income tax strategies. Ask how they help manage your tax exposure given California's progressive tax rates.
- Long-term property planning. See if they consider how your home's assessed value changes affect your overall financial picture.
- Experience with local markets. Advisors familiar with San Bernardino's economic environment can better align your investments and tax planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Phillip G
Series 63, Series 66
San Bernardino, CA
Gorian Investments
Phillip Gorian's 14 years of experience in San Bernardino, CA, and his firm's focus on conservative, long-term investment strategies make him well-suited to address local tax considerations like Proposition 13 and California's income tax rates. Compared to others, his independent status, 1% AUM fee, and specialization in income and retirement planning for higher-income professionals and institutions provide a distinct approach to managing tax exposure and wealth preservation.
Experience: 14 years
Avg account: $1,053,318
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Marie J
Series 63, Series 65
San Bernardino, CA
Raymond James Financial
Marie Johnson's 40 years of experience and Series 63 and 65 licenses equip her to navigate San Bernardino's local tax environment, including Proposition 13 implications. Operating within Raymond James Financial, a large firm offering flat-fee and hourly planning options, she serves diverse clients with a focus on retirement and business succession planning, providing tailored asset-allocation advice without delegated management.
Experience: 41 years
Avg account: $700,796
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Phillip L
Series 66
San Bernardino, CA
J.P. Morgan Securities
Phillip Levy's 18 years of experience and Series 66 designation position him well to navigate San Bernardino's local tax environment, including Proposition 13's property tax limits. Affiliated with J.P. Morgan Securities, a large firm offering institutional consulting and customized investment services, he provides a 0.30% annual AUM fee structure and expertise in wealth management for executives and business owners.
Experience: 19 years
Avg account: $318,381
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Crystal K
CFP®, Series 65
San Bernardino, CA
Brooklyn FI, LLC
Crystal Kozlak, based in San Bernardino, CA, offers expertise in tax-loss harvesting and passive index investing, which can help manage California's high income taxes and Proposition 13 property tax limits. Her firm, Brooklyn FI, LLC, serves high-net-worth clients with discretionary portfolio management and comprehensive planning, charging flat fees negotiable for accounts over $500,000, distinguishing her from advisors with different fee structures or investment approaches.
Experience: 2 years
Avg account: $1,509,646
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John T
Series 63, Series 66
Statesville, NC
LPL Financial
John Tan's 27 years of experience and expertise in wealth management and tax-loss harvesting equip him to address complex financial needs in San Bernardino, including managing California's tax environment. Operating from LPL Financial, a large firm, he offers flat-fee planning and serves diverse clients, which may provide more flexible and comprehensive strategies compared to advisors with narrower focuses or different fee structures.
Experience: 27 years
Avg account: $399,489
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