California Financial Advisors, based in San Ramon, California, is ranked No. 21 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $2.2 billion
Accounts Under Management: 3,538
Years in Business: 27
- Accepts clients in all 50 states
- Physical offices in California
- $100,000 minimum asset threshold
Leadership and Contact Information:
Mark Pitre, principal and financial advisor
Michelle Perry-Higgins, principal and financial advisor
Ryan Dennehy, principal and financial advisor
calfinad.com
12657 Alcosta Blvd., Suite 470, San Ramon, CA 94583
(925) 275-1000
