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).

By the Numbers
  • Total Assets Under Management
    1,739
    MILLION
  • Total Number of Accounts
    1,490
    ACCOUNTS
  • Average Account Value
    $1,167,363
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at California Financial Advisors
Showing 1 - 10 of 12 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 19 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 31 years of experience in the finance industry.

3
Ryan D. Dennehy
CRD#: 6545712
2303 Camino Ramon, Suite 250, 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 27 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 25 years of experience in the finance industry.

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 29 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 33 years of experience in the finance industry.

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 32 years of experience in the finance industry.

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 25 years of experience in the finance industry.

10
Kyle D. Dennehy
CRD#: 6678088
2303 Camino Ramon, Suite 250, San Ramon, CA 94583

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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.