Top financial advisors in Santa Monica, 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 Monica, CA, and are planning your financial future, you need advisors who understand how local tax rules like Proposition 13 can affect your property taxes over time. Without this knowledge, an advisor might overlook how to protect you from unexpected tax increases or miss opportunities to optimize your overall tax strategy.
- Local tax expertise. Confirm how they incorporate California's high income taxes and Proposition 13 limits into your long-term plan.
- Income and asset coordination. Ask how they balance your income streams with property and investment taxes to minimize your total tax burden.
- Long-term property planning. Ensure they consider how property tax caps impact your home equity and retirement cash flow.
- Experience with diverse clients. Look for advisors who have worked with clients in Santa Monica's unique market and tax environment.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Robert J
Series 66
Santa Monica, CA
Victus Capital Wealth
Robert Jones offers 20 years of experience in Santa Monica, specializing in options, derivatives, and private investments, which can help navigate local tax complexities like Proposition 13. As an independent advisor at Victus Capital Wealth, he serves high-net-worth clients with a 1.25% AUM fee and hourly options, managing diverse portfolios with active trading and private equity strategies.
Experience: 21 years
Avg account: $1,482,537
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Skip Z
Series 66
Santa Monica, CA
Ocean Avenue Wealth Management
Skip Zwahlen's 19 years of experience and focus on real estate investing and options strategies make him well-equipped to navigate Santa Monica's unique tax environment, including Proposition 13 implications. Operating independently at Ocean Avenue Wealth Management, he serves high-net-worth clients with negotiable fees and offers a range of financial planning services, distinguishing him through personalized portfolio management without discretionary trading authority.
Experience: 19 years
Avg account: $3,066,959
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Ravin W
Series 63, Series 66
Santa Monica, CA
Thrivent Investment Management
Ravin Walters, based in Santa Monica, CA, brings 10 years of experience and expertise in business ownership considerations, which can be valuable for navigating local tax rules like Proposition 13. Working at Thrivent Investment Management, a large firm offering dedicated planning services and consolidated billing through WealthPlan, he supports diverse clients with holistic, goal-based financial analyses.
Experience: 11 years
Avg account: $162,801
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Michael H
CFP®, Series 66
Santa Monica, CA
McDonald Hartman Wealth Advisors
Michael Hartman offers wealth management services in Santa Monica with 12 years of experience and CFP® certification, providing expertise in tailored financial planning that considers client objectives and risk tolerance. His independent firm uses diverse strategies like asset allocation and technical analysis, charging flat fees per project, which may appeal to clients seeking transparent pricing and personalized investment approaches.
Experience: 13 years
Avg account: $906,897
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Devon G
CFP®, ChFC®, Series 65
Santa Monica, CA
Serenus Wealth Advisors, LLC
Devon Galindo, based in Santa Monica, CA, offers expertise in active portfolio management and alternative investments, which can help navigate local tax implications like Proposition 13. His firm, Serenus Wealth Advisors, serves high-net-worth clients with a flat-fee structure ranging from $5,000 to $100,000, employing diverse investment strategies including quantitative models and third-party manager due diligence.
Experience: 13 years
Avg account: $10,439,411
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