California Financial Advisors
California Financial Advisors (CRD# 110152) is a financial advisory firm headquartered in San Ramon, CA. They manage $1,739,370,943 in 1,490 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management1,739MILLION
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Total Number of Accounts1,490ACCOUNTS
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Average Account Value$1,167,363
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, CO, FL, GA, HI, ID, NC, NJ, NV, NY, OK, OR, PA, TX, UT, VA, WA
Jonathan Becker (CRD# 4873089) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 19 years of experience in the finance industry.
John Cordano (CRD# 2294724) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 31 years of experience in the finance industry.
Michelle Higgins (CRD# 2733419) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 27 years of experience in the finance industry.
Michael Maloon (CRD# 1707207) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 25 years of experience in the finance industry.
Stephen Ondeck (CRD# 2413717) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 29 years of experience in the finance industry.
Mark Pitre (CRD# 1961152) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 33 years of experience in the finance industry.
Thomas Powers (CRD# 1871442) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 33 years of experience in the finance industry.
Raymond Tan (CRD# 1717557) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 25 years of experience in the finance industry.
Kyle Dennehy (CRD# 6678088) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has 1 year of experience in the finance industry.