Top financial advisors in San Mateo, 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 live in San Mateo, CA, and face complex financial decisions like managing high income taxes or navigating property tax limits under Proposition 13, you need advisors who understand these local nuances. Without this expertise, you might miss opportunities to optimize your tax situation or protect your home's value.
- Local tax knowledge. Confirm how they incorporate California's high income taxes and Proposition 13's property tax limits into your financial plan.
- Income and asset coordination. Ask how they balance your income streams with property holdings to minimize tax impact.
- Long-term property strategy. Ensure they consider how property tax caps affect your home's value and your overall wealth over time.
- Experience with diverse firms. Inquire about their background with both large and independent firms to understand different approaches to your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Melissa E
Series 63, Series 65
San Mateo, CA
Alexander Beard (USA) Inc.
Melissa Eugenio's extensive 26 years of experience and focus on retirement plans for business owners make her well-suited to address complex financial needs in San Mateo, including tax considerations. As an independent advisor offering negotiable flat fees and hourly rates, she provides flexible service options, with a unique background serving expats and UK pension clients, distinguishing her from others in the area.
Experience: 26 years
Avg account: $651,355
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Anatoly V
Series 63, Series 65
San Mateo, CA
OSAIC Institutions, INC.
Anatoly Vilderman offers expertise in annuities and tax-loss harvesting, which can help manage the high income taxes and property tax considerations in San Mateo, CA. With 15 years of experience and a background at large firms like Wells Fargo Advisors, he provides flat-fee financial planning and access to alternative investments, distinguishing him from advisors focused solely on traditional asset management.
Experience: 16 years
Avg account: $308,738
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David F
Series 66
San Mateo, CA
LPL Financial
David Fung's experience at LPL Financial equips him to address San Mateo's complex tax environment, including high income taxes and property tax limits under Proposition 13. His expertise in wealth management, retirement plans for business owners, and tax-loss harvesting, combined with a flat-fee structure and background at both large and independent firms, distinguishes him from other advisors in the area.
Experience: 3 years
Avg account: $399,489
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Kent G
CFP®, Series 63
San Mateo, CA
Grealish Investment Counseling LLC
Kent Grealish's 25 years of experience and CFP® certification equip him to address San Mateo's complex tax environment, including high income taxes and Proposition 13 property tax limits. Operating independently with a flat-fee structure, he focuses on long-term, passive investment strategies and serves high-net-worth clients, distinguishing him from advisors at larger firms with discretionary trading.
Experience: 26 years
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Hasnain K
CFA®
San Mateo, CA
Kilimanjaro Capital, LLC
Hasnain Karim, based in San Mateo, CA, offers expertise in active portfolio management and options strategies, which can help navigate complex local tax scenarios like Proposition 13. As the sole advisor at an independent firm with 16 years of experience, he employs a value-oriented, opportunistic approach with a 2% annual AUM fee, distinguishing him from advisors at larger firms.
Experience: 16 years
Avg account: $738,387
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