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.
Company Details
- Employees
- 29
- Founded
- -
- Address
- 2303 Camino Ramon #230, San Ramon,california 94583,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.calfinad.com/
- Keywords
- SAN RAMON.
- HQ
- SAN RAMON, California
California Financial Advisors Questions
California Financial Advisors's website is https://www.calfinad.com/
California Financial Advisors's LinkedIn profile is https://www.linkedin.com/company/calfinad
California Financial Advisors has
29 employees.
View email and phone details for 29
employees at California Financial Advisors.
California Financial Advisors's industry is
Financial Services
California Financial Advisors's top competitors are
Indus Growth Fund,
Pimco,
Mercer Advisors,
Amwins,
Lincoln Financial,
Intuitive,
Fortress Investment Group,
Fidelity Investments,
Wifs Northern California Chapter,
Brigit.
California Financial Advisors's categories are Financial Services
California Financial Advisors's founding year is 1998
