Top financial advisors in West Sacramento, 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 West Sacramento, CA, and are planning your financial future, you need an advisor who understands how Proposition 13 limits property tax increases over time. Without this knowledge, you might miss opportunities to protect your home's value or misjudge your long-term tax exposure.
- California tax expertise. Confirm how they incorporate state income taxes and property tax rules into your overall plan.
- Long-term property planning. Ask how they help clients leverage Proposition 13 benefits when buying or selling real estate.
- Income and asset coordination. Look for advisors who balance high state income taxes with your investment and retirement strategies.
- Experience with local markets. Advisors familiar with West Sacramento can better anticipate regional economic factors affecting your finances.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Altynai S
Series 66
W Sacramento, CA
Edward Jones
Altynai Stauss, based in West Sacramento, CA, offers expertise in retirement income strategy and business exit planning, which can help navigate Proposition 13's impact on property tax and long-term financial planning. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides access to diverse investment solutions with a program fee up to 1.35% annually, distinguishing her from smaller local advisors.
Experience: 1 year
Avg account: $246,728
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Eric H
Series 63, Series 66
W. Sacramento, CA
Raymond James Financial
Eric Hoffart's 20 years of experience and Series 63 and 66 credentials position him well to navigate West Sacramento's unique financial landscape, including Proposition 13's property tax implications. Affiliated with Raymond James Financial, a large firm offering flat-fee planning and investment consulting, he serves diverse clients and brings additional insight from his entrepreneurial background, distinguishing him from advisors focused solely on traditional financial planning.
Experience: 21 years
Avg account: $700,796
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Drew M
Series 63, Series 65
West Sacramento, CA
Delta Investment Management, LLC
Drew Marchitello's 35 years of experience and Series 63 and 65 licenses equip him to navigate West Sacramento's unique tax landscape, including Proposition 13 implications. At Delta Investment Management, he offers a blend of passive and active portfolio strategies with tax-loss harvesting, serving diverse clients through discretionary management and consulting, which may provide more tailored investment approaches compared to other local advisors.
Experience: 35 years
Avg account: $775,718
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Christopher B
CFP®, Series 66, Series 63
West Sacramento, CA
LPL Financial
Christopher Bradford's 23 years of experience and CFP® certification equip him to navigate West Sacramento's unique tax landscape, including Proposition 13 implications. Affiliated with LPL Financial, a large firm offering diverse investment solutions, he provides flat-fee financial planning and serves a broad client base, including business owners and retirees, distinguishing him from advisors with narrower specialties or fee structures.
Experience: 23 years
Avg account: $399,489
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Sean K
CFP®, Series 66
West Sacramento, CA
Empower Advisory Group
Sean Kelleher, a CFP® professional in West Sacramento, offers expertise in retirement planning and income strategies, which can help navigate California's tax landscape including Proposition 13 implications. His affiliation with Empower Advisory Group, a large firm with integrated retirement plan services, and a flat-fee structure with monthly subscriptions, distinguishes him from others by combining local knowledge with accessible pricing and comprehensive employer-sponsored plan experience.
Experience: 8 years
Avg account: $565,063
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