Top financial advisors in Stockton, 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 Stockton, CA, and are planning your financial future, understanding how Proposition 13 limits property tax increases can be crucial. Without an advisor familiar with these local tax rules, you might miss opportunities to protect your home's value or misjudge your long-term tax exposure.
- Local tax knowledge. Confirm the advisor understands how Proposition 13 caps property tax increases and how that impacts your overall tax planning.
- Income tax strategy. Stockton residents face high state income taxes; ask how the advisor integrates this into your broader financial plan.
- Home equity planning. Discuss how your home's value and tax protections fit into retirement or estate strategies.
- Long-term outlook. Ensure the advisor considers how property tax limits affect your cash flow and investment decisions over decades.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Erica T
Series 66
Stockton, CA
Merrill
Erica Taylor, based in Stockton, CA, offers expertise in tax-loss harvesting and both active and passive portfolio management, which can help navigate local tax considerations like Proposition 13. Working at Merrill, a large firm integrated with Bank of America, she provides access to diverse investment strategies and services suitable for individuals and high-net-worth clients, distinguishing her from advisors at smaller firms.
Experience: 3 years
Avg account: $860,085
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Barbara M
Series 63
Stockton, CA
Ameriprise
Barbara Moore's 34 years of experience and focus on retirement income strategy make her well-suited to help Stockton homeowners navigate Proposition 13's impact on long-term tax planning. Working with Ameriprise, a large firm known for research-driven, tax-efficient retirement solutions, she offers a 0.15% AUM fee and specializes in clients approaching retirement, providing tailored guidance on income and Social Security optimization.
Experience: 34 years
Avg account: $471,167
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Tina W
CFP®, Series 63
Stockton, CA
LPL Financial
Tina Wells Lee's 29 years of experience and CFP® certification equip her to navigate Stockton's unique property tax landscape, including Proposition 13 implications. Operating within LPL Financial, a large firm offering both discretionary and non-discretionary management, she provides flat-fee and hourly financial planning services, distinguishing her with flexible fee options and extensive institutional support.
Experience: 30 years
Avg account: $399,489
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James D
Series 63, Series 65
Stockton, CA
Equitable Advisors
James Diserio's extensive 49 years of experience and focus on retirement income strategy and Social Security optimization make him well-suited to help Stockton homeowners navigate Proposition 13's impact on long-term tax planning. Operating within Equitable Advisors, a large firm offering both advisory and brokerage services, he caters to high-net-worth baby boomers with flexible fee structures ranging from hourly planning fees to asset-based charges.
Experience: 49 years
Avg account: $609,299
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Richard C
Series 63, Series 65
Stockton, CA
Transamerica Financial Advisors
Richard Cutler's 40 years of experience and Series 63 and 65 licenses position him well to navigate Stockton's unique property tax landscape under Proposition 13. Working with Transamerica Financial Advisors, a large firm offering model portfolios and integrated retirement solutions, he serves diverse clients including trusts and retirement plans, charging a 0.65% AUM fee, which may suit those seeking seasoned guidance with access to broad resources.
Experience: 40 years
Avg account: $48,577
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