California Financial Advisors

California Financial Advisors (CRD# 110152) is a financial advisory firm headquartered in San Ramon, CA. They manage $1,290,378,865 in 2,735 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,290
    MILLION
  • Total Number of Accounts
    2,735
    ACCOUNTS
  • Average Account Value
    $471,802
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, HI, ID, NV, NY, OK, OR, TX, UT, VA, WA

Financial Advisors at California Financial Advisors
Showing 1 - 10 of 11 top financial advisors.
1
Jonathan L. Becker
CRD#: 4873089
2303 Camino Ramon, Suite 250, San Ramon, CA 94583

Jonathan Becker (CRD# 4873089) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 15 years of experience in the finance industry.

2
John A. Cordano
CRD#: 2294724
2303 Camino Ramon Suite 250, San Ramon, CA 94583

John Cordano (CRD# 2294724) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 28 years of experience in the finance industry.

3
Ryan D. Dennehy
CRD#: 6545712
San Ramon, CA 94583
Ryan Dennehy (CRD# 6545712) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 2 years of experience in the finance industry.
4
Michelle P. Higgins
CRD#: 2733419
2303 Camino Ramon Suite 250, San Ramon, CA 94583

Michelle Higgins (CRD# 2733419) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 24 years of experience in the finance industry.

5
Michael F. Maloon
CRD#: 1707207
2303 Camino Ramon Suite 250, San Ramon, CA 94583

Michael Maloon (CRD# 1707207) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 22 years of experience in the finance industry. Michael Maloon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Stephen M. Ondeck
CRD#: 2413717
2303 Camino Ramon Suite 250, San Ramon, CA 94583

Stephen Ondeck (CRD# 2413717) 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.

7
Mark A. Pitre
CRD#: 1961152
2303 Camino Ramon Suite 250, San Ramon, CA 94583

Mark Pitre (CRD# 1961152) 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 has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Thomas J. Powers
CRD#: 1871442
2303 Camino Ramon Suite 250, San Ramon, CA 94583

Thomas Powers (CRD# 1871442) 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. Thomas Powers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Raymond M. Tan
CRD#: 1717557
2303 Camino Ramon Suite 250, San Ramon, CA 94583

Raymond Tan (CRD# 1717557) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 22 years of experience in the finance industry.

10
Kayla R. Fernandez
CRD#: 7271695
2303 Camino Ramon, Suite 250, San Ramon, CA 94583

Kayla Fernandez (CRD# 7271695) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has 1 year of experience in the finance industry.

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