Top financial advisors in Santa Ana, 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 Santa Ana, CA, or are planning to buy one, understanding how Proposition 13 limits your property tax increases over time can be crucial for your financial planning. Without an advisor familiar with these local tax rules, you might overlook opportunities to manage your tax burden effectively.
- Local tax knowledge. Confirm the advisor understands how Proposition 13 caps property tax increases and how that impacts your long-term housing costs.
- Income tax planning. California's high income taxes require strategies that consider both state and federal implications.
- Homeownership impact. Ask how owning property in Santa Ana affects your overall financial plan, including estate and retirement considerations.
- Experience with local markets. Advisors familiar with Santa Ana's real estate and tax environment can better align your investment and tax strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sandeep M
CFP®, Series 66
Santa Ana, CA
Ameriprise
Sandeep Madhavan's 22 years of experience and CFP® certification equip him to navigate Santa Ana's unique tax landscape, including Proposition 13's impact on property taxes. Working with Ameriprise, a large firm offering comprehensive retirement income planning and tax-efficient strategies, he focuses on clients approaching retirement, charging a 0.15% AUM fee, which may suit those seeking seasoned guidance in this area.
Experience: 23 years
Avg account: $471,167
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Scott W
Series 63, Series 65
Santa Ana, CA
Greenworth Investment Advisors, LLC
Scott Wetzel, based in Santa Ana, CA, brings 14 years of financial experience and holds Series 63 and 65 licenses, making him well-equipped to navigate local tax rules like Proposition 13. His independent firm, Greenworth Investment Advisors, offers fee-based portfolio management with a long-term, rules-based investment approach emphasizing value and passive strategies, differentiating him from advisors who may outsource account management.
Experience: 14 years
Avg account: $625,000
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Michael M
Series 63, Series 66
Santa Ana, CA
Virtue Capital Management, LLC
Michael Morera's 18 years of experience and Series 63 and 66 licenses equip him to navigate Santa Ana's unique property tax landscape under Proposition 13, crucial for homeowners managing long-term costs. His firm, Virtue Capital Management, LLC, manages $1.2 billion with a strategic, model-driven approach and offers flexible fee structures including flat fees, distinguishing him from advisors with more traditional billing methods.
Experience: 19 years
Avg account: $225,128
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Taylor B
Series 63, Series 65
Santa Ana, CA
Aequitas Financial, LLC
Taylor Bell's experience in Santa Ana, CA, and his firm's focus on fee-only financial planning and discretionary investment management make him well-suited to address local tax considerations like Proposition 13. His background includes a mix of passive and active investment strategies, and he offers flat-fee and hourly pricing, which may appeal to clients seeking transparent costs and personalized service.
Experience: 5 years
Avg account: $241,075
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Sandip S
Series 63, Series 65
Santa Ana, CA
LPL Financial
Sandip Sehmi's extensive 27 years of experience and Series 63 and 65 credentials position him well to navigate Santa Ana's unique tax environment, including Proposition 13 implications. Affiliated with LPL Financial, a large firm offering flat-fee and hourly financial planning, he combines seasoned expertise with flexible fee structures, distinguishing him from advisors with less local market familiarity or different billing approaches.
Experience: 27 years
Avg account: $399,489
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