Top financial advisors in San Rafael, 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 Rafael, CA, or are planning to buy one, understanding how Proposition 13 limits your property tax increases 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 housing costs.
- Local tax expertise. Confirm how they incorporate California's high income taxes and Proposition 13's protections into your overall plan.
- Homeownership impact. Ask how they model property tax limits alongside your other assets and income streams.
- Long-term strategy. Look for advisors who consider how property tax caps affect your retirement and estate planning over decades.
- Tax and investment balance. Ensure they balance state tax implications with investment growth and withdrawal strategies tailored to your situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tucker B
Series 63, Series 65
San Rafael, CA
OSAIC
Tucker Barash's 19 years of experience and Series 63 and 65 licenses position him well to navigate San Rafael's property tax landscape, including Proposition 13's implications. Operating within Osaic Wealth, a large firm offering flat-fee structures and diverse investment options, he supports both retail and institutional clients with tailored wealth management and retirement planning services.
Experience: 19 years
Avg account: $398,336
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Heidi M
Series 63
San Rafael, CA
Shira Ridge Wealth Management
Heidi Morshead's 19 years of experience and focus on tax-aware strategies at Shira Ridge Wealth Management make her well-suited to address San Rafael homeowners' concerns about Proposition 13 and state tax implications. Serving high-net-worth clients with a 1% AUM fee and offering project-based planning, she combines comprehensive financial planning with expertise in estate and tax planning, differentiating her from advisors with less specialized local tax knowledge.
Experience: 19 years
Avg account: $1,314,217
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Brock S
Series 63, Series 66
San Rafael, CA
LPL Financial
Brock Scigliano's 13 years of experience at LPL Financial in San Rafael, CA, equip him to navigate local tax rules like Proposition 13 and California's income taxes within comprehensive financial plans. His flat-fee structure and affiliation with a large firm offering diverse advisory programs and model portfolios distinguish him from other advisors who may have different fee models or smaller firm resources.
Experience: 13 years
Avg account: $399,489
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Christopher C
Series 63, Series 66
San Rafael, CA
Ridgecrest Wealth Partners, LLC
Christopher Coble's 11 years of experience and Series 63 and 66 licenses position him well to navigate San Rafael's unique tax environment, including Proposition 13's property tax limits. At Ridgecrest Wealth Partners, he offers flat-fee planning and active portfolio management tailored to high-net-worth clients, blending fundamental and technical analysis to balance tax implications with investment growth.
Experience: 11 years
Avg account: $951,736
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Nicholas S
CFP®, Series 66
San Rafael, CA
Westhill Financial Advisors, Inc.
Nicholas Safrit's 21 years of experience and CFP® certification equip him to navigate San Rafael's unique tax landscape, including Proposition 13's property tax limits, within comprehensive financial plans. His firm uses a core-and-satellite investment approach and offers flat-fee financial planning, serving high-net-worth clients with tailored strategies that balance tax implications and long-term investment growth.
Experience: 21 years
Avg account: $1,863,557
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