Wealth Management Salinas CA

High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.

Mary Lacey Gibson, CFP
Mary Lacey Gibson, CFP
(831) 623-2126
383 Olympia
San Juan Bautista, CA
Expertises
Newlyweds & Novice Investors, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Randall May
Randy May Financial Planning
(831) 656-0368
P.O. Box 51968
Pacific Grove, CA
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA, PhD

Mr. David T. Marshall, CFP®
(831) 757-1586
1586 Moffett Street
Salinas, CA
Firm
Marshall Wealth Management Gro

Data Provided by:
Ms. Mary L. Gibson, CFP®
(831) 623-2126
383 Olympia Ave
San Juan Bautista, CA
Firm
Mary Lacey Gibson, CFP(R)
Areas of Specialization
Asset Allocation, General Financial Planning, Investment Planning, LGBT Individuals and Couples, Life Planning, Planning for Couples, Retirement Income Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. William Fraser Carter, CFP®
553 Munras Ave
Monterey, CA
Firm
Fidelity Investments PWI
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Risk Management, Securities
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Todd Ganos
Doolittle & Ganos Investment Counsel, LLC
(831) 624-3317
P.O. Box 221610
Carmel, CA
Expertises
Advising Entrepreneurs, Planning Issues for Business Owners, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, JD, LLM

Gifford Lehman
Integris Wealth Management
(831) 620-1717 Ext: 1
P.O. Box 6322
Carmel, CA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mrs. Rhonda L Staelgraeve-Secor, CFP®
885 Via Vaquero Norte
San Juan Bautista, CA
Firm
N/A
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $5,000,001 or more

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Kevin M. Richardson, CFP®
(831) 717-1144
9699 Blue Larkspur Ln Ste 103
Monterey, CA
Firm
Tactical Wealth Management
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Patrick Kenedy
2511 Garden Rd. Ste. A-175
Monterey, CA
Company
Title: President
Company: Kenedy Capital Consultants
Service
IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Pension for Hi

Data Provided by:
Data Provided by:

Wealth Management

By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.com

Benefits of Estate Planning

Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.

Let’s start with the benefits. An estate plan allows you to:

1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....

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