California Financial Advisors

Directions Website Contact the business

California Financial Advisors CFA is a registered investment advisory firm that specializes in retirement planning and investment supervisory services.

With a fiduciary duty of care to their clients, CFA conducts all business practices solely in each client’s best interest.

We’re proud to share that CFA has once again been recognized on CNBC’s Financial Advisor 100 (FA 100) list for 2026. Sin...
10/08/2026

We’re proud to share that CFA has once again been recognized on CNBC’s Financial Advisor 100 (FA 100) list for 2026. Since the list’s inception in 2019, CFA has been honored to receive this recognition year after year. This achievement would not be possible without the trust of our clients and the hard work and commitment of our entire CFA team.

Read our press release here: https://www.calfinad.com/cfa-cnbc-fa100-2026



The 2026 CNBC FA100 ranking was published on October 8, 2026. The methodology used for this ranking can be found at https://www.cnbc.com/2026/10/08/best-financial-advisors.html. Financial advisory firms, including CFA, did not pay any compensation to be considered for this ranking.

We’re now accepting applications for our 2026 Summer Internship Program! 🌞Join California Financial Advisors and gain ha...
02/05/2026

We’re now accepting applications for our 2026 Summer Internship Program! 🌞

Join California Financial Advisors and gain hands-on experience in financial planning or marketing.

Apply at: https://www.calfinad.com/careers

As we step into the new year, we’re grateful for the trust you place in us and excited to continue helping you build a f...
12/31/2025

As we step into the new year, we’re grateful for the trust you place in us and excited to continue helping you build a future with confidence and clarity.

Best wishes,
Your team at CFA

This season reminds us of how thankful we are for our incredible clients, outstanding team, and uplifting community!Happ...
11/25/2025

This season reminds us of how thankful we are for our incredible clients, outstanding team, and uplifting community!

Happy Thanksgiving to you and your family, and may this day be filled with joy and gratitude.

Warmly,
Mark Pitre, Ryan Dennehy, Michelle Perry Higgins, Tom Powers, & Michael Maloon.

CFA is honored to announce its ranking as 21st in the nation on CNBC’s prestigious (FA100) list for 2025. CFA is proud...
10/01/2025

CFA is honored to announce its ranking as 21st in the nation on CNBC’s prestigious (FA100) list for 2025. CFA is proud to have ranked on the FA100 list since inception of the list in 2019. This achievement wouldn’t be possible without our clients and dedicated team.

Read our press release here: https://www.calfinad.com/cfa-cnbc-fa100-2025

California Financial Advisors, CFA, is proud to announce that it has been ranked #13 in the nation and #1 in Californi...
10/02/2024

California Financial Advisors, CFA, is proud to announce that it has been ranked #13 in the nation and #1 in California on CNBC’s FA 100 list for 2024. "Winning this award is a testament to our team's unwavering dedication to providing quality financial planning and investment management services to our clients,” said Principal & Financial Advisor Mark Pitre, MBA, CFP®. “We are humbled by this recognition and remain committed to delivering exceptional wealth management solutions for generations to come."

Address

12657 Alcosta Boulevard, Suite 470
San Ramon, CA
94583

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when California Financial Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to California Financial Advisors:

Shortcuts

Share

Category