California Financial Advisors

California Financial Advisors (CRD# 110152) is a financial advisory firm headquartered in San Ramon, CA. They manage $943,013,500 in 2,354 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    943
    MILLION
  • Total Number of Accounts
    2,354
    ACCOUNTS
  • Average Account Value
    $400,600
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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 - 8 of 8 top financial advisors.
1
John A. Cordano
CRD#: 2294724
2303 Camino Ramon Suite 250, San Ramon, CA 94583
96
Wealthminder
score

John Cordano (CRD# 2294724) 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.

2
Michael F. Maloon
CRD#: 1707207
2303 Camino Ramon Suite 250, San Ramon, CA 94583
96
Wealthminder
score

Michael Maloon (CRD# 1707207) 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. 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.

3
Mark A. Pitre
CRD#: 1961152
2303 Camino Ramon Suite 250, San Ramon, CA 94583
96
Wealthminder
score

Mark Pitre (CRD# 1961152) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 26 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.

4
Thomas J. Powers
CRD#: 1871442
2303 Camino Ramon Suite 250, San Ramon, CA 94583
96
Wealthminder
score

Thomas Powers (CRD# 1871442) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 26 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.

5
Raymond M. Tan
CRD#: 1717557
2303 Camino Ramon Suite 250, San Ramon, CA 94583
96
Wealthminder
score

Raymond Tan (CRD# 1717557) 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.

6
Jonathan L. Becker
CRD#: 4873089
2303 Camino Ramon, Suite 250, San Ramon, CA 94583
93
Wealthminder
score

Jonathan Becker (CRD# 4873089) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 12 years of experience in the finance industry.

7
Michelle P. Higgins
CRD#: 2733419
2303 Camino Ramon Suite 250, San Ramon, CA 94583
93
Wealthminder
score

Michelle Higgins (CRD# 2733419) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 21 years of experience in the finance industry.

8
Stephen M. Ondeck
CRD#: 2413717
2303 Camino Ramon Suite 250, San Ramon, CA 94583
93
Wealthminder
score

Stephen Ondeck (CRD# 2413717) 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.

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