Top financial advisors in Torrance, 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 Torrance, CA, understanding how Proposition 13 limits your property tax increases over time can be crucial for your financial planning. Without an advisor familiar with these local tax rules, you might miss opportunities to optimize your tax situation and long-term wealth.
- Local tax expertise. Confirm how they incorporate California's high income taxes and Proposition 13's protections into your overall plan.
- Homeowner impact. Ask how they help balance property tax benefits with other investment and retirement decisions.
- Income tax strategies. Ensure they consider state income tax implications alongside federal tax planning.
- Long-term outlook. Look for advisors who plan beyond immediate tax savings to support your financial goals over decades.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Daniel G
CFP®, ChFC®, Series 63
Torrance, CA
Ameriprise
Daniel Gracy offers deep expertise in retirement income strategy and Social Security optimization, making him well-suited for homeowners in Torrance navigating Proposition 13 and California's tax landscape. With 30 years of experience at Ameriprise, a large firm known for research-driven, tax-efficient retirement planning, he serves clients approaching retirement with significant investable assets and charges a 0.15% AUM fee.
Experience: 30 years
Avg account: $471,167
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Kevin C
Series 63, Series 66
Torrance, CA
OSAIC
Kevin Corrigan's 36 years of experience and Series 63 and 66 licenses equip him to navigate Torrance's unique tax landscape, including Proposition 13's property tax protections. Operating within OSAIC, a large SEC-registered firm with a technology-driven investment process, he offers flat-fee planning and serves diverse clients, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 37 years
Avg account: $398,336
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Gerry A
Series 63, Series 66
Torrance, CA
Cetera
Gerry Andrade's 24 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to navigate Torrance's unique property tax landscape, including Proposition 13. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, he serves high earners and those approaching retirement, providing tailored strategies that balance local tax benefits with long-term financial goals.
Experience: 24 years
Avg account: $306,089
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Jeremy B
Series 66
Redondo Beach, CA
Vanderbilt Advisory Services
Jeremy Brown's 19 years of experience and Series 66 license equip him to navigate Torrance's unique tax landscape, including Proposition 13's property tax limits. His firm, Vanderbilt Advisory Services, offers flat-fee planning and integrates retirement-plan consulting, serving diverse clients with a strategic asset allocation approach that blends fundamental and technical analysis, setting him apart from advisors focused solely on traditional wealth management.
Experience: 19 years
Avg account: $327,118
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Daniel C
ChFC®, Series 66
Torrance, CA
Cloud, Minturn & Associates, LLC
Daniel Cloud offers 20 years of experience in financial and retirement planning, with a focus on asset allocation and mutual fund analysis, which can help Torrance homeowners navigate Proposition 13 and California's tax environment. His firm provides flat-fee and hourly consulting options, serving individuals and high-net-worth clients, and uniquely offers due diligence on independent investment advisers, setting him apart from other local advisors.
Experience: 21 years
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