Company

California Financial Advisors

Financial Services San Ramon, California, United States 29 employees

Employees: 29
Contacts: 3
Emails: 3

www.calfinad.com LinkedIn

California Financial Advisors Overview

Headquarters: San Ramon, California, United States
Website: www.calfinad.com
Industry: Financial Services
Employees: 29
Founded: 1998
Funding: 2025
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

SAN RAMON

About California Financial Advisors

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.

California Financial Advisors Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage

California Financial Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Alan Litz	Co-owner, California Financial	Belmont, California, United States	Email
Raymond Tan	Chfc at California Financial Advisors	San Ramon, California, United States	View
Laura Bennett	Partner & Co-founder	Sacramento, California, United States	Email
Ann Marie Ereg	Wealth Management	San Ramon, California, United States	Email