Top financial advisors in Sunnyvale, 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 Sunnyvale, CA, and are planning your financial future, you need advisors who understand how Proposition 13 limits your property tax increases over time. Without this knowledge, an advisor might misjudge your long-term tax exposure and affect your investment or retirement plans.
- Local tax expertise. Confirm how they incorporate California's high income taxes and Proposition 13's protections into your overall strategy.
- Homeowner impact. Ask how they factor in property tax limits when advising on real estate investments or retirement cash flow.
- Income and tax balance. Look for advisors who balance your income tax planning with property tax considerations to avoid surprises.
- Long-term outlook. Ensure they plan beyond immediate tax years, considering how property tax caps affect your financial picture over decades.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Steven H
Series 63, Series 65
Sunnyvale, CA
IP Financial Advisory Services LLC
Steven Hoffman in Sunnyvale, CA, offers expertise in income planning and retirement plans for business owners, which is crucial for managing long-term tax exposure under Proposition 13. His firm uses customized portfolio construction and provides flat-fee consulting options, distinguishing him from others by combining personalized strategies with transparent pricing and a focus on individual retail clients.
Experience: 12 years
Avg account: $240,578
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William D
Series 63
Sunnyvale, CA
NEwEdge Advisors
William Donnelly's 28 years of experience and leadership at NewEdge Advisors equip him to address the financial complexities faced by Sunnyvale homeowners, including Proposition 13's property tax limits. His firm's large scale and flat-fee planning options, combined with expertise in retirement plans for business owners, distinguish him from others by offering integrated portfolio management and flexible fee structures.
Experience: 29 years
Avg account: $813,531
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Shrddha S
Series 63, Series 66
Sunnyvale, CA
LPL Financial
Shrddha Singhi in Sunnyvale, CA, offers expertise in wealth management and retirement plans for business owners, supported by her Series 63 and 66 licenses and experience at major banks. Affiliated with LPL Financial, a large firm providing diverse investment solutions and flat-fee financial planning, she balances tax-loss harvesting with long-term strategies, which may benefit homeowners navigating Proposition 13's property tax limits.
Experience: 3 years
Avg account: $399,489
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John C
Sunnyvale, CA
Conway Partners
John Conway in Sunnyvale, CA, offers financial planning with a focus on diversified portfolios using ETFs and independent managers, which can help balance income and property tax considerations under Proposition 13. His firm serves high-net-worth clients with flat-fee and AUM-based options, and his background as a founder and business owner adds practical insight compared to advisors with longer industry tenure.
Experience: 2 years
Avg account: $1,755,204
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Saravanaraj S
Series 66
Sunnyvale, CA
Legacy Wealth Management, LLC
Saravanaraj Sathyaseelan at Legacy Wealth Management in Sunnyvale offers expertise in private and alternative investments, options and derivatives strategies, and concentrated stock management, which can be valuable for homeowners navigating Proposition 13's tax implications. His firm provides flat-fee and negotiable AUM fee structures, serving individuals and organizations with tailored investment strategies and ongoing portfolio monitoring, distinguishing him from advisors with different fee models or specialties.
Experience: 1 year
Avg account: $186,710
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