Top financial advisors in Yuma, AZ
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're planning to retire in Yuma, AZ, or already enjoy its strong 55+ communities, you need an advisor who understands how to stretch your retirement income in a low-property-tax environment. A common mistake is overlooking how local tax rules and community resources affect your long-term financial plan.
- Retirement income sequencing. Confirm how they plan withdrawals to balance tax efficiency with your lifestyle needs.
- Local tax knowledge. Ask how they incorporate Yuma's property tax advantages into your overall strategy.
- Community resource integration. See if they consider local senior services and healthcare options when advising on your budget.
- Experience with 55+ clients. Inquire about their approach to managing finances for retirees in active adult communities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John R
CFP®, ChFC®, Series 63, Series 65
Yuma, AZ
IHT Wealth Management LLC
John Rossitto's 38 years of experience and CFP® certification equip him to manage retirement income effectively in Yuma's low-property-tax environment. His firm, IHT Wealth Management, uses a diversified investment approach including ETFs and option strategies, and offers flat-fee financial planning, which may appeal to retirees seeking transparent costs and comprehensive portfolio management.
Experience: 38 years
Avg account: $282,075
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Mai L
CFP®, Series 66
Yuma, AZ
Edward Jones
Mai Luc brings 23 years of experience and CFP® certification to clients in Yuma, AZ, offering expertise in wealth management and tax-loss harvesting that can help optimize retirement income in a low-property-tax area. As part of Edward Jones, a large firm with a broad advisory network, he provides access to diverse investment solutions and serves a wide range of client types, including retirees and business owners.
Experience: 24 years
Avg account: $246,728
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Samantha B
Series 65
Yuma, AZ
Alo Financial Planning
Samantha Bordiuk offers retirement planning expertise in Yuma, AZ, with a focus on cash flow and budgeting, which is crucial for managing retirement income in a low-property-tax area. Her firm, Alo Financial Planning, serves high-net-worth clients with a flat-fee structure and employs a passive, asset-allocation investment approach, distinguishing her from advisors with different fee models or investment styles.
Experience: 1 year
Avg account: $1,804,711
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Marissa W
CFP®, Series 65
Azle, TX
Carlson Financial
Marissa Waldron's 11 years of experience and CFP® certification equip her to address retirement income sequencing and local tax advantages in Yuma, AZ, especially for clients approaching retirement. At Carlson Financial, she offers flat-fee, independent advice with a cash-flow-based planning approach, focusing on equities and ETFs, which may appeal to retirees seeking tailored wealth management in active adult communities.
Experience: 11 years
Avg account: $576,292
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Melissa M
Series 63, Series 65
Yuma, AZ
Cetera
Melissa Mayer's 26 years of experience and Series 63 and 65 licenses equip her to manage retirement income sequencing and tax strategies relevant to Yuma's low-property-tax environment. Affiliated with Cetera, a large firm offering flat-fee planning and diverse portfolio management, she serves clients approaching retirement and high earners, providing tailored wealth management and charitable giving advice.
Experience: 26 years
Avg account: $306,089
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