Top financial advisors in Santa Maria, 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 Maria, CA, 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 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 planning.
- Income tax strategies. California's high income taxes require careful planning; ask how they integrate state tax considerations into your overall financial plan.
- Homeownership impact. Discuss how your property taxes interact with other assets and income to avoid surprises in your cash flow.
- Experience in Santa Maria. Advisors familiar with the local market can better anticipate changes affecting your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jennifer M
Series 66
Santa Maria, CA
Morgan Stanley
Jennifer Murray's 23 years of experience and Series 66 designation equip her to navigate Santa Maria's unique tax environment, including Proposition 13 implications. As a seasoned advisor at Morgan Stanley, she leverages the firm's extensive resources and structured planning tools, offering tailored financial strategies that integrate estate planning and local market insights, distinguishing her from other advisors in the area.
Experience: 23 years
Avg account: $670,481
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Vanita K
ChFC®, Series 63, Series 66
Santa Maria, CA
First Command Advisory Services
Vanita Kibbe's 23 years of experience with First Command Advisory Services in Santa Maria, CA, equip her to navigate local tax rules like Proposition 13 and integrate California's income tax considerations into financial plans. Her expertise in passive and active portfolio management, combined with a 1.30% AUM fee and a large-firm support structure, distinguishes her approach for mid-career professionals seeking comprehensive wealth management.
Experience: 23 years
Avg account: $214,697
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Carlos Z
Series 63, Series 66
Santa Maria, CA
Merrill
Carlos Zepeda's experience at Merrill, a large firm with integrated investment management and Bank of America support, equips him to navigate Santa Maria's local tax environment, including Proposition 13 implications. His expertise in tax-loss harvesting and active portfolio management, combined with a focus on mid-career professionals and HENRY clients, distinguishes him among advisors with a 1.10% AUM fee for managed strategies under $2 million.
Experience: 3 years
Avg account: $860,085
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Alid G
Series 66
Santa Maria, CA
LPL Financial
Alid Gonzalez offers financial planning in Santa Maria, CA, with expertise in wealth management, retirement plans for business owners, and tax-loss harvesting, which can help navigate local tax rules like Proposition 13. Working with LPL Financial, a large firm, he provides flat-fee services and benefits from a broad investment research network, distinguishing him from advisors with smaller firm affiliations or different fee structures.
Experience: 2 years
Avg account: $399,489
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Todd S
Series 63, Series 65
Santa Maria, CA
J.P. Morgan Securities
Todd Sears offers wealth management expertise in Santa Maria, CA, with 13 years of experience and Series 63 and 65 licenses, positioning him to navigate local tax considerations like Proposition 13 effectively. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting, he provides a 0.30% annual AUM fee structure and serves executive and founder clients, distinguishing him from smaller local advisors.
Experience: 14 years
Avg account: $318,381
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