California Financial Advisors

Open
Call
Website
2303 Camino Ramon
San Ramon, CA 94583
+1 (925) 275-1000
http://www.calfinad.com

California Financial Advisors, based in San Ramon, CA, has been providing trusted financial guidance since 1998. As a fiduciary registered investment advisory firm, they are dedicated to acting in their clients' best interests with a focus on personalized investment strategies and portfolio management.

With over $2 billion in assets under management and a remarkable average annual client retention rate of 99.45% from 2022 to 2024, California Financial Advisors demonstrates a commitment to building lasting relationships and supporting clients in achieving their long-term financial goals. Their expertise has garnered recognition as one of America's top Registered Investment Advisors and the highest-ranked California-based firm in multiple rankings.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

San Ramon Insurance Agency
Real estate managers

San Ramon Insurance Agency

18
"Keeree was amazing and professional! Her response time and attention to detail - Fantastic. I was under pressure with finding homeowners insurance, as mine doubled. She provided me with a..."
photo of Alex K.
Marathon Retirement Planning

Marathon Retirement Planning

Marathon Retirement Planning, located in Dublin, CA, specializes in guiding clients through the complexities of retirement planning. Led by Anthony Pontes, the firm offers a range of services designed to help individuals secure their financial futures. The company's service model emphasizes personalized strategies and ongoing support, ensuring clients are equipped with the insights and resources needed for effective retirement management. With a commitment to providing valuable information and tools, Marathon Retirement Planning aims to enhance the retirement readiness of its clientele. Generated from the website

Mortgage Company

HistoryEstablished in 1997SpecialtiesAll types of real estate financing offered: Purchase Financing - Re-Financing - Investment Financing - Commercial Real Estate Financing
United States›California›San Ramon›California Financial Advisors