Top financial advisors in South San Francisco, 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 South San Francisco, CA, understanding how Proposition 13 limits your property tax increases over time can be crucial for your financial planning. Without an advisor familiar with local tax nuances, you might overlook opportunities to manage your tax burden effectively.
- Local tax expertise. Confirm how they incorporate California's high income taxes and Proposition 13's protections into your overall plan.
- Long-term property tax strategy. Ask how they help homeowners anticipate and plan for property tax changes over decades.
- Income and asset coordination. Ensure they consider how your income level interacts with state tax brackets and property tax limits.
- Experience with regional markets. Look for advisors who understand South San Francisco's unique real estate and economic environment.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Noelle O
Series 66
South San Francisco, CA
Fidelity
Noelle Owens brings 17 years of experience and a Series 66 designation, working with Fidelity, a large firm known for combining fundamental research and quantitative analysis in portfolio management. Her expertise in active portfolio management and charitable giving complements Fidelity's broad investment options, making her well-suited to address South San Francisco homeowners' needs, including navigating local tax nuances and long-term property tax strategies.
Experience: 18 years
Avg account: $234,793
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William R
Series 66
South San Francisco, CA
LPL Financial
William Rossitto Jr. brings 24 years of experience and a Series 66 designation to clients in South San Francisco, offering expertise in wealth management, retirement plans for business owners, and tax-loss harvesting. Affiliated with LPL Financial, a large firm providing flat-fee financial planning, he serves a diverse clientele including high-net-worth households, which may offer broader resources compared to smaller local advisors.
Experience: 24 years
Avg account: $399,489
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Jordan S
Series 65
South San Francisco, CA
Alpha Solutions Investment Advisors
Jordan Sam offers wealth management and real estate investing expertise in South San Francisco, making him capable of addressing local property tax strategies under Proposition 13. As an independent advisor serving high-net-worth clients, he works with Alpha Solutions Investment Advisors, which uses a blend of fundamental and technical analysis and charges a 1.25% AUM fee or $500 hourly consulting fees, differentiating him from others by his academic background and firm approach.
Experience: 1 year
Avg account: $967,996
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Stephanie C
CFP®, CFA®, Series 66
South San Francisco, CA
Wealth Enhancement Advisory Services, LLC
Stephanie Chang's expertise in active portfolio management and retirement plans for business owners suits South San Francisco homeowners navigating Proposition 13 and local tax complexities. Her CFP® and CFA® credentials, combined with eight years of experience at a large SEC-registered firm offering flat-fee planning, distinguish her from advisors focusing solely on passive strategies or smaller client bases.
Experience: 8 years
Avg account: $1,378,035
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Kelly C
CFP®, Series 63, Series 66
South San Francisco, CA
Edward Jones
Kelly Cunningham's 24 years of experience and CFP® certification equip her to navigate South San Francisco's complex tax environment, including Proposition 13 implications for homeowners. Affiliated with Edward Jones, a large firm serving over four million clients, she offers a broad range of investment solutions and has practical real estate insight through her role in the Cypress Investment Partnership, distinguishing her from advisors without direct real estate involvement.
Experience: 24 years
Avg account: $246,728
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