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 $1.48B in assets under management as of 12/2022. 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 2023, 2022, 2021 & 2020 & 2019.
View Top Employees from California Financial Advisors| Website | https://www.calfinad.com/ |
| Revenue | $5 million |
| Employees | 25 (15 on RocketReach) |
| Founded | 1998 |
| Address | 2303 CAMINO RAMON # 230, San Ramon, California 94583, US |
| Phone | (925) 275-1000 |
| Industry | Financial Services, Finance General, Finance |
| Competitors | FPC Investment Advisory, Inc., Popa & Associates, PC, CPAs, Sportfishing Financial, WHP Financial Planning, Inc., Willow Creek Financial Services Inc |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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California Financial Advisors Questions
The California Financial Advisors annual revenue was $5 million in 2024.
15 people are employed at California Financial Advisors.
California Financial Advisors is based in San Ramon, California.
The NAICS codes for California Financial Advisors are [5239, 523, 52393, 52].
The SIC codes for California Financial Advisors are [62, 628].
Top California Financial Advisors Employees
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Sydnie Blankenship
Financial Planning Assistant at California Financial Advisors
Walnut Creek, CA, US11 -
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31
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ViewKyle Dennehy
Financial Planning Executive at California Financial Advisors
Danville, California, United States31
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