Top financial advisors in Santa Rosa, 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 Santa Rosa, 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 local rules, you risk missing opportunities to manage your tax burden effectively.
- California tax nuances. Confirm how they navigate state income tax rates alongside Proposition 13's property tax protections.
- Income timing strategies. Ask how they plan income recognition to minimize tax impact across years.
- Property tax planning. Ensure they understand how property tax limits affect your long-term financial picture.
- Coordination with tax professionals. Check if they work closely with your CPA to align 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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Kenneth W
Series 63, Series 66
Santa Rosa, CA
Private Advisor Group, LLC
Kenneth Weise's 24 years of experience and expertise in equity compensation tax strategy and private investments equip him to address complex tax situations in Santa Rosa, including California's income and property tax nuances. His flat-fee and negotiable AUM fee structures, combined with his independent status and affiliation with LPL Financial, offer flexible planning options compared to other advisors in the area.
Experience: 25 years
Avg account: $303,047
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Erick B
CFP®, Series 63, Series 65
Santa Rosa, CA
J.P. Morgan Securities
Erick Brown's 13 years of experience and CFP® certification equip him to address complex wealth management needs in Santa Rosa, including navigating California's tax landscape and Proposition 13 property tax rules. Affiliated with J.P. Morgan Securities, a large firm offering institutional consulting and customized reporting, he provides a 0.30% AUM fee structure and serves executives and business owners, distinguishing him from advisors at smaller firms.
Experience: 13 years
Avg account: $318,381
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Jackson S
Series 66
Santa Rosa, CA
Cambridge Investment Research Advisors
Jackson Snyder is well-equipped to address complex tax situations in Santa Rosa, CA, with expertise in retirement income strategies and plans for business owners, supported by his Series 66 license. Operating within Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he brings diverse experience from sports and renewable energy sectors, which may provide unique insights compared to other advisors.
Experience: 0 years
Avg account: $378,281
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Carson A
CFP®, Series 63, Series 66
Santa Rosa, CA
Edward Jones
Carson Amiral, a CFP® professional at Edward Jones in Santa Rosa, CA, is equipped to address complex tax situations for high-income property owners, leveraging his expertise in retirement plans for business owners and business exit strategies. His experience at major firms and leadership of a retail business provide a diverse perspective, while Edward Jones' large network supports comprehensive wealth management with an AUM fee up to 1.35% annually.
Experience: 4 years
Avg account: $246,728
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John Paul D
Series 63, Series 65
Santa Rosa, CA
LPL Financial
John Paul Dunnbier in Santa Rosa, CA, offers expertise in wealth management and tax-loss harvesting, which can help navigate California's complex tax environment and property tax rules. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and serves diverse clients, including business owners and retirees, leveraging 10 years of experience and a strong in-house research support network.
Experience: 11 years
Avg account: $399,489
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