California Financial Advisors

www.calfinad.com

California Financial Advisors, CFA, is a fiduciary investment advisory firm that specializes in retirement planning and investment supervisory services. CFA values a long-term investment approach while catering to the unique needs of all its clients. Since the inception of the firm in 1998, CFA has been able to grow to over $1.6B in assets under management as of 12/2021. As a fiduciary firm, CFA conducts all business practices solely in each client’s best interest. CFA has been able to grow and succeed while maintaining relationships that go beyond the quantitative data. While providing an enjoyable client experience, CFA has honorably been ranked on CNBC Financial Advisor (FA) 100 in 2022, 2021 & 2020 & 2019.

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California Financial Advisors, CFA, is a fiduciary investment advisory firm that specializes in retirement planning and investment supervisory services. CFA values a long-term investment approach while catering to the unique needs of all its clients. Since the inception of the firm in 1998, CFA has been able to grow to over $1.6B in assets under management as of 12/2021. As a fiduciary firm, CFA conducts all business practices solely in each client’s best interest. CFA has been able to grow and succeed while maintaining relationships that go beyond the quantitative data. While providing an enjoyable client experience, CFA has honorably been ranked on CNBC Financial Advisor (FA) 100 in 2022, 2021 & 2020 & 2019.

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Country

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State

California

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City (Headquarters)

San Ramon

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Employees

11-50

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Founded

1998

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Estimated Revenue

$10,000,000 to $50,000,000

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Social

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Potential Decision Makers

  • Office Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Planning Assistant

    Email ****** @****.com
    Phone (***) ****-****

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