Top financial advisors in Sonora, 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 Sonora, CA, understanding how Proposition 13 limits your property tax increases can be crucial for your financial planning. Without this knowledge, you might misjudge your long-term tax liabilities and cash flow needs.
- Local tax expertise. Confirm how they incorporate California's high income taxes and Proposition 13's property tax limits into your overall plan.
- Income and asset coordination. Ask how they balance your income tax strategy with property tax considerations to optimize your financial picture.
- Long-term property planning. Inquire about their approach to managing property taxes over time, especially if you plan to buy, sell, or inherit real estate.
- Experience with local regulations. Ensure they understand Sonora's specific tax environment and how it affects your investment and retirement decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Peter K
Series 63, Series 65
Sonora, CA
Tweddell Goldberg Investment Management
Peter Kendall's experience in wealth management and tax-loss harvesting suits clients in Sonora, CA, who need to navigate local tax complexities like Proposition 13. His firm, Tweddell Goldberg Investment Management, serves high-net-worth clients with a fee-only structure and focuses on tailored portfolios using low-cost mutual funds and ETFs, emphasizing non-discretionary management, which may appeal to those seeking active involvement in their investments.
Experience: 8 years
Avg account: $828,453
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James Z
Series 66
Sonora, CA
Edward Jones
James Zaiter in Sonora, CA, offers expertise in retirement income strategy and estate planning, which can help manage property tax impacts under Proposition 13. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides a range of advisory programs with a fee up to 1.35% annually, suitable for clients seeking comprehensive wealth management and inheritance planning.
Experience: 12 years
Avg account: $246,728
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Katlyn N
Series 65, Series 63
Sonora, CA
Focus Advisor Solutions, LLC
Katlyn Nielson's 13 years of experience and Series 63 and 65 licenses equip her to navigate Sonora's complex tax environment, including Proposition 13's property tax limits. Working at Focus Partners Advisor Solutions, LLC, a large firm with 43 advisors, she offers access to extensive resources and collaborative expertise, distinguishing her from advisors at smaller local practices.
Experience: 13 years
Avg account: $1,039,958
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Nicole K
Series 63, Series 66
Sonora, CA
Valley Wealth Strategies, LLC
Nicole Kikugawa brings 21 years of experience in retirement income strategy and tax planning, making her well-equipped to address Sonora's unique property tax and income tax challenges. Her firm, Valley Wealth Strategies, manages over $1.2 billion with a long-term investment approach and offers flexible fee structures including flat fees, which may appeal to clients seeking tailored financial planning with an independent advisor.
Experience: 22 years
Avg account: $344,317
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Stephen H
ChFC®, Series 63
Sonora, CA
Ameritas Advisory Services, LLC
Stephen Hoversten in Sonora, CA, brings 14 years of experience and holds the ChFC® and Series 63 designations, specializing in retirement income strategy and wealth management. Working with Ameritas Advisory Services, a large firm offering flat fees and asset management, he serves a diverse client base including high-net-worth individuals and business owners, providing comprehensive planning that integrates local tax considerations.
Experience: 15 years
Avg account: $448,118
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