Top financial advisors in Ventura, 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 Ventura, CA, understanding how Proposition 13 limits your property tax increases can be crucial for your financial planning. Without an advisor familiar with these local tax rules, you might miss opportunities to protect your home's value or mismanage your tax liabilities.
- Local tax expertise. Confirm how they incorporate Ventura's property tax rules into your overall plan, not just general California tax laws.
- Income tax strategies. Ask how they help manage high state income taxes alongside property tax benefits.
- Long-term planning. Look for advisors who consider how Proposition 13 impacts your estate and retirement plans over decades.
- Customized advice. Ensure they tailor recommendations to your specific homeownership and income situation, not just standard tax strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Ankita M
Series 66
Ventura, CA
Merrill
Ankita Maitra's experience at Merrill, a large firm with integrated banking and capital markets services, equips her to address Ventura's unique property tax challenges alongside high state income taxes. Her focus on tax-loss harvesting and active portfolio management, combined with expertise serving mid-career professionals and HENRY clients, offers tailored strategies that consider both local tax rules and long-term financial planning.
Experience: 4 years
Avg account: $860,085
-
Eric S
CFP®, Series 66
Ventura, CA
Cornerstone Wealth Management, LLC
Eric Smith's extensive 27 years of experience and CFP® certification equip him to navigate Ventura's unique property tax landscape, including Proposition 13 implications. His flat-fee financial planning and legal expertise in estate planning, combined with his affiliation with LPL Financial, distinguish him from others by offering integrated advisory, brokerage, and insurance services tailored to homeowners and business owners in Ventura.
Experience: 27 years
Avg account: $386,247
-
Shannon I
Series 63, Series 65
Ventura, CA
LPL Financial
Shannon Irwin's 31 years of experience and expertise in wealth management and tax-loss harvesting make her well-equipped to address Ventura's unique property tax challenges under Proposition 13. Operating within LPL Financial, a large firm offering flat-fee financial planning, she serves a diverse clientele including business owners and retirees, providing tailored strategies that integrate local tax rules with long-term retirement and estate planning.
Experience: 32 years
Avg account: $399,489
-
Eric B
Series 63, Series 66
Ventura, CA
J.P. Morgan Securities
Eric Brandenberg, based in Ventura, CA, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With nine years of experience and Series 63 and 66 licenses, he serves executives and business owners, charging a 0.30% annual fee on assets under management, which may suit clients seeking comprehensive strategies alongside local tax considerations.
Experience: 9 years
Avg account: $318,381
-
Richard J
Series 63
Ventura, CA
Cetera
Richard Jeffery's 43 years of experience and Series 63 designation equip him to navigate Ventura's unique property tax landscape, especially for high earners and those approaching retirement. Operating within Cetera's large firm, he offers flat-fee financial planning and specializes in wealth management, tax-loss harvesting, and retirement plans for business owners, providing tailored strategies beyond standard tax advice.
Experience: 44 years
Avg account: $306,089
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Ventura, CA
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)