Top financial advisors in Vallejo, 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 Vallejo, CA, and are planning your financial future, you need advisors who understand how local tax rules like Proposition 13 can affect your property taxes over time. Without this knowledge, an advisor might overlook how to protect your home's tax benefits, leading to unexpected costs.
- Local tax expertise. Confirm the advisor knows how Proposition 13 limits property tax increases and how that impacts your long-term planning.
- Income tax planning. California's high income taxes require strategies that consider both state and federal implications.
- Homeowner cash flow. Ask how they factor property tax limits into your overall budget and investment decisions.
- Experience with Vallejo market. Advisors familiar with local real estate trends can better align your financial goals with your home's value.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ali P
Series 66
Vallejo, CA
Fidelity
Ali Poswal's 12 years of industry experience and current role at Fidelity equip him to navigate Vallejo's local tax environment, including Proposition 13 implications for homeowners. His background in active portfolio management and charitable giving, combined with his large-firm resources, offers a comprehensive approach that balances investment strategies with personalized financial planning.
Experience: 12 years
Avg account: $234,793
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Arnie C
CFP®, EA
Vallejo, CA
Achievable Wealth, LLC
Arnie Cabiles offers 36 years of experience and specializes in cash flow management and retirement planning, which are crucial for homeowners in Vallejo navigating local tax rules like Proposition 13. His flat-fee structure and focus on physicians and military clients provide a tailored approach compared to other advisors, emphasizing financial clarity and accountability for complex income scenarios.
Experience: 36 years
Avg account: $256,948
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Silje Solstad N
Series 63, Series 65
Vallejo, CA
Empower Advisory Group
Silje Solstad Normann offers financial planning services in Vallejo, CA, with expertise in retirement income strategy and Social Security optimization, which can support long-term financial goals including managing property tax impacts. Affiliated with Empower Advisory Group, a large firm offering flat-fee structures and integrated investment management, she brings two years of industry experience and a background in diverse roles, providing a broad perspective compared to other advisors.
Experience: 3 years
Avg account: $565,063
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Lawrance J
Series 63, Series 65
Vallejo, CA
Kestra Advisory
Lawrance Johnson's 29 years of experience and Series 63 and 65 licenses equip him to navigate Vallejo's local tax environment, including Proposition 13's impact on property taxes. His affiliation with Kestra Advisory, a large firm offering flat-fee planning and institutional-level due diligence, distinguishes him by combining seasoned expertise with flexible fee structures and a broad client service approach.
Experience: 30 years
Avg account: $618,892
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Frances H
CFP®, Series 66
Vallejo, CA
Wheels Up Wealth, Inc.
Frances Harkins offers expertise in income planning and cash flow budgeting, essential for managing Vallejo homeowners' finances amid local tax rules like Proposition 13. With 24 years of experience and a flat-fee structure, she serves high-net-worth clients using a long-term, passive investment approach, differentiating her from advisors who may not combine local real estate insight with comprehensive financial planning.
Experience: 24 years
Avg account: $1,140,082
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