Top financial advisors in San Ramon, 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 have a high income and own property in San Ramon, CA, you might face complex tax situations, especially with California's high income taxes and Proposition 13's property tax limits. Without an advisor familiar with these nuances, you could miss opportunities to manage your tax burden effectively.
- California tax expertise. Confirm how they navigate state income taxes alongside federal rules to optimize your overall tax strategy.
- Property tax planning. Ask how they incorporate Proposition 13's limits into your long-term financial plan.
- Income timing strategies. Discuss how they help manage income recognition to minimize tax spikes in high-tax environments.
- Coordination with other professionals. Ensure they work with your CPA or tax preparer to align investment and tax decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James S
Series 63, Series 66
San Ramon, CA
J.P. Morgan Securities
James Smith's 13 years at J.P. Morgan Securities in San Ramon equip him to address complex tax and property planning challenges faced by high-income clients in California. His affiliation with a large firm offering institutional consulting and customized performance reporting distinguishes him from advisors with smaller operations or less integrated services.
Experience: 14 years
Avg account: $318,381
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Kevin H
Series 65
San Ramon, CA
Run Free Capital LLC
Kevin Hummel in San Ramon, CA, offers expertise in options and derivatives strategies, tax-loss harvesting, and real estate investing, which can help manage complex tax situations for high-income property owners. As an independent advisor with a 2% AUM fee, he combines a research-based investment approach with experience as a founder and real estate operator, distinguishing him from others with his hands-on property management background.
Experience: 1 year
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Sarah H
CFP®, Series 63, Series 65
San Ramon, CA
New Spring Financial Planning, LLC
Sarah Huang's extensive 31 years of experience and CFP® certification equip her to navigate the complex tax landscape in San Ramon, including California's income tax and Proposition 13 property tax limits. As the independent owner of New Spring Financial Planning, she offers flat-fee financial planning and emphasizes customized, conservative portfolio management tailored to high net worth clients and trusts.
Experience: 31 years
Avg account: $1,129,546
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Thomas M
Series 63, Series 66
San Ramon, CA
Manetta Wealth
Thomas Manetta offers expertise in active portfolio management and passive/index investing, suitable for high-net-worth clients in San Ramon, CA, navigating complex tax environments. His firm, Manetta Wealth, provides discretionary portfolio management with a focus on customized investment policies, employing diverse analytical methods and maintaining a small client roster, which may offer more personalized attention compared to larger firms.
Experience: 20 years
Avg account: $1,111,111
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Omar C
VerifiedSeries 63, Series 65, Series 66, AIF®, CIMA®, CTFA
Cupertino, CA
Wealth Enhancement Advisory Services, LLC
Omar Chyou offers wealth management expertise tailored to high earners in San Ramon, CA, with 19 years of experience and a focus on retirement income strategy and tax-loss harvesting. His flat-fee and hourly fee options, combined with his background at major firms and fluency in Spanish, distinguish him from other advisors in the area.
Experience: 20 years
Avg account: $1,378,035
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