California Financial Advisors
Financial Services, 2303 Camino Ramon, SAN RAMON, California, 94583, United States, 11-50 Employees
Phone Number: +19*********
Who is CALIFORNIA FINANCIAL ADVISORS
California Financial Advisors, CFA, is a fiduciary investment advisory firm that specializes in retirement planning and investment supervisory services. CFA values a long-term investment ...
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Headquarters: 2303 Camino Ramon, SAN RAMON, California, 94583, United States
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Date Founded: 1998
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Employees: 11-50
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Revenue: $5 Million to $10 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 524128 |
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Frequently Asked Questions Regarding California Financial Advisors
Answer: California Financial Advisors's headquarters are located at 2303 Camino Ramon, SAN RAMON, California, 94583, United States
Answer: California Financial Advisors's phone number is +19*********
Answer: California Financial Advisors's official website is https://calfinad.com
Answer: California Financial Advisors's revenue is $5 Million to $10 Million
Answer: California Financial Advisors's SIC: 6282
Answer: California Financial Advisors's NAICS: 524128
Answer: California Financial Advisors has 11-50 employees
Answer: California Financial Advisors is in Financial Services
Answer: California Financial Advisors contact info: Phone number: +19********* Website: https://calfinad.com
Answer: California Financial Advisors, CFA, is a fiduciary investment advisory firm that specializes in retirement planning and investment supervisory services. CFA values a long-term investment approach while catering to the unique needs of all its clients. Since the inception of the firm in 1998, CFA has been able to grow to over $1.48B in assets under management as of 12/2022. As a fiduciary firm, CFA conducts all business practices solely in each clients best interest. CFA has been able to grow and succeed while maintaining relationships that go beyond the quantitative data. While providing an enjoyable client experience, CFA has honorably been ranked on CNBC Financial Advisor (FA) 100 in 2023, 2022, 2021 & 2020 & 2019.
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