Top financial advisors in Walnut Creek, 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 Walnut Creek, CA, you might face complex tax situations, especially with state income taxes and property tax rules like Proposition 13 that limit increases. Without a clear understanding of these local tax nuances, you could miss opportunities to manage your tax burden effectively.
- Local tax knowledge. Confirm how the advisor navigates California's high income taxes alongside Proposition 13's property tax limits.
- Income and asset integration. Ask how they coordinate strategies for your income streams and property holdings to optimize tax outcomes.
- Long-term planning focus. Look for advisors who consider how property tax limits affect your financial plan over many years, not just immediate gains.
- Experience with Walnut Creek market. Inquire about their familiarity with local real estate trends and tax implications specific to your area.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nathan S
Series 65
Walnut Creek, CA
Pacific Excel Wealth Advisors, Inc.
Nathan Sadowski's 11 years of experience and Series 65 designation equip him to address complex tax situations in Walnut Creek, including strategies like tax-loss harvesting and Roth conversions. His firm offers flat-fee financial planning and serves a diverse client base, including high-net-worth individuals and small businesses, providing integrated asset management and insurance services that differentiate him from other local advisors.
Experience: 11 years
Avg account: $1,024,918
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Gary G
CFP®, Series 63
Walnut Creek, CA
OneAscent Financial Services LLC
Gary Gardner's extensive 49 years of experience and CFP® certification equip him to navigate Walnut Creek's complex tax environment, including Proposition 13 property tax rules. His firm, OneAscent Financial Services LLC, manages $2.61 billion with 57 advisors, offering both discretionary and non-discretionary asset management alongside flat-fee financial planning, which may appeal to clients seeking transparent fees and seasoned guidance.
Experience: 49 years
Avg account: $589,892
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Timothy O
CFP®, Series 63
Walnut Creek, CA
ACCLARO Wealth Management
Timothy Oshima's 13 years of experience and CFP® certification equip him to address complex tax situations in Walnut Creek, including California's income taxes and Proposition 13 property tax rules. His firm, Acclaro Wealth Management, employs a disciplined investment approach with written policies and diverse implementation methods, offering flat-fee financial planning that may appeal to clients seeking transparent costs and comprehensive wealth management.
Experience: 13 years
Avg account: $920,000
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William L
Series 66
Walnut Creek, CA
CASILIO LEITCH INVESTMENTS
William Leitch offers wealth management services in Walnut Creek, CA, with 21 years of industry experience and a Series 66 designation. His firm, Casilio Leitch Investments, provides discretionary investment management and integrated financial planning, combining global economic analysis with security selection and Modern Portfolio Theory, charging 1% annually or negotiated fees, which may suit clients seeking a seasoned, independent advisor familiar with complex financial strategies.
Experience: 21 years
Avg account: $1,163,636
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William H
CFP®, Series 66
Walnut Creek, CA
LPL Financial
William Harvey's 19 years of experience and CFP® certification equip him to address complex tax and wealth management needs in Walnut Creek, including strategies like tax-loss harvesting and retirement plans for business owners. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, he serves diverse clients and leverages extensive research resources, distinguishing him from advisors at smaller firms or with narrower specialties.
Experience: 20 years
Avg account: $399,489
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