Top financial advisors in Truckee, 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 have a high income and own property in Truckee, CA, you might face complex tax situations, especially with California's high income taxes and Proposition 13's property tax limits. Without an advisor familiar with these nuances, you risk missing opportunities to manage your tax burden effectively.
- State tax expertise. Confirm how they navigate California's high income tax rates alongside federal rules.
- Property tax strategy. Ask how they incorporate Proposition 13's limits into your long-term financial plan.
- Income timing. Discuss how they help manage income recognition to optimize your tax brackets.
- Holistic planning. See if they consider how your property and income taxes interact over time, not just in isolation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Paul W
Series 63, Series 65
Truckee, CA
Raymond James Financial
Paul Warmerdam offers 29 years of experience in Truckee, CA, with expertise in retirement and business succession planning, supported by Series 63 and 65 licenses. Affiliated with Raymond James Financial, a large firm serving diverse clients, he provides flat-fee and hourly planning services, which may appeal to those seeking structured fees and comprehensive financial plans integrating property and income tax considerations.
Experience: 30 years
Avg account: $700,796
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Peter T
Series 66
Truckee, CA
LPL Financial
Peter Trummer's 27 years of experience and Series 66 designation equip him to address complex tax situations for high-income property owners in Truckee, CA, including strategies like tax-loss harvesting and retirement plans for business owners. Operating within LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he provides seasoned guidance that balances property tax considerations with income timing.
Experience: 28 years
Avg account: $399,489
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Robert R
Series 66
Truckee, CA
Wells Fargo Clearing
Robert Revet's 19 years of experience and Series 66 designation position him well to address complex tax situations for high-net-worth clients in Truckee, CA. Affiliated with Wells Fargo Clearing, a large firm offering flat-fee structures and comprehensive retirement plan consulting, he leverages an IPS-driven advisory process that integrates diverse financial products, distinguishing him from advisors with narrower service scopes.
Experience: 19 years
Avg account: $475,575
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Justin B
Series 66
Truckee, CA
First Command Advisory Services
Justin Barrett's experience with First Command Advisory Services in Truckee, CA, equips him to address complex tax situations involving California's income and property tax nuances. His background includes active portfolio management, tax-loss harvesting, and wealth management, supported by a large-firm platform offering comprehensive financial planning and discretionary asset management, which may provide broader resources compared to smaller firms.
Experience: 10 years
Avg account: $214,697
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Jordan M
Series 63, Series 65
Truckee, CA
Charles Schwab
Jordan Mc Elroy's expertise in multi-state taxation and real estate investing suits high-income property owners in Truckee, CA, navigating California's complex tax landscape. Affiliated with Charles Schwab, a large firm serving high-net-worth clients with a 0.80% AUM fee, he offers access to multi-asset portfolios and integrated brokerage services, differentiating him from smaller local advisors.
Experience: 3 years
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