California Financial Advisors

California Financial Advisors company information, Employees & Contact Information

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 Insurance
Monetary Authorities-Central Bank
Keywords
SAN RAMON.
HQ
SAN RAMON, California
Looking for a particular California Financial Advisors employee's phone or email?

California Financial Advisors Questions

Top California Financial Advisors Employees

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant