California Financial Advisors - United States of America
Best for Investment Supervisory Services – California & and Most Trusted Financial Advisors of the Year - California
The Principals and Advisors of California Financial Advisors (CFA), manages over $950M in assets under management, specialize in financial planning, with an emphasis on retirement planning and investment supervisory services.
We do more than simply acquaint ourselves with our clients’ financial situation; we listen, understand your goals and objectives and work toward making your goals become reality.
We develop relationships with our clients over time. In fact, our client relationships are so strong, we are proud to say that referrals from current clients are our main source of new clients.
California Financial Advisors is a trusted and valuable resource for our clients because:
• We are independent of any specific proprietary brand, which affords us an unbiased point of view with regard to investment products.
• Our innovative approach to investing has yielded countless unique portfolios, each of which best suit individual client objectives.
• We value a long-term approach to investing.
• Our Advisors review, research, and analyze current market data on an ongoing basis.
• Partners and Advisors are regular contributors to respected financial publications.
Our small, boutique like atmosphere facilitates one on one relationships with clients; you have full access to your adviser and his/her staff at all times. We also place trades in-house and generate quarterly reports from our office.
Address: 2303 Camino Ramon Suite 230,
San Ramon, CA 94583 USA
Tel: +1 925 275 1000
Email: [email protected]