Insights

Strong growth CFA has grown to over 1.48B in assets under management since 1998, with a consistent CNBC Financial Advisor 100 presence from 2019 through 2023, signaling credible performance and a track record that can support referrals and expanded client acquisition.

Fiduciary positioning As a fiduciary firm focused on retirement planning and investment supervision, CFA can be a compelling partner for fee-based advisory collaborations, referrals from independent channels, and collaboration with other fiduciaries seeking dedicated retirement solutions.

Mid-market footprint With 11-50 employees and significant AUM, CFA sits between smaller boutique firms and large institutions, presenting an opportunity to offer scalable technology, back-office enhancements, or outsourced services that support growth without sacrificing service quality.

Technology stack CFA utilizes modern web and cloud technologies (Google Cloud CDN, JSON-LD, Module Federation, PHP, HSTS), suggesting openness to digital transformation partnerships, cybersecurity enhancements, client experience upgrades, and platform integrations.

Public credibility Regular CNBC rankings and public recognition provide a lever for co-branding, joint marketing, and business development initiatives targeting higher-net-worth clients seeking proven, reputable advisory firms.

Similar companies to California Financial Advisors (CFA)

California Financial Advisors (CFA) Tech Stack

California Financial Advisors (CFA) uses 8 technology products and services including Google Cloud CDN, Open Graph, Module Federation, and more. Explore California Financial Advisors (CFA)'s tech stack below.

Google Cloud CDN
Content Delivery Network
Open Graph
Content Management System
Module Federation
Development
JSON-LD
Javascript Frameworks
WebsiteBuilder
Page Builders
PHP
Programming Languages
HSTS
Security
Sitelinks Search Box
Web Tools And Plugins

Media & News

California Financial Advisors (CFA)'s Email Address Formats

California Financial Advisors (CFA) uses at least 2 format(s):

California Financial Advisors (CFA) Email Formats	Example	Percentage
First@caladvisorsllc.com	John@caladvisorsllc.com	100%
FLast@calfinad.com	JDoe@calfinad.com	85%
Last@calfinad.com	Doe@calfinad.com	8%
F_Last@calfinad.com	J_Doe@calfinad.com	3%
FMiddleLast@calfinad.com	JMichaelDoe@calfinad.com	4%

Frequently Asked Questions

What is California Financial Advisors (CFA)'s phone number?

You can contact California Financial Advisors (CFA)'s main corporate office by phone at

+1-925-275-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is California Financial Advisors (CFA)'s official website and social media links?

California Financial Advisors (CFA)'s official website is calfinad.com and has social profiles on LinkedIn.

How much revenue does California Financial Advisors (CFA) generate?

As of July 2026, California Financial Advisors (CFA)'s annual revenue is estimated to be $25M - $50M.

What is California Financial Advisors (CFA)'s NAICS code?

California Financial Advisors (CFA)'s NAICS code is 52 - Finance and Insurance.

How many employees does California Financial Advisors (CFA) have currently?

As of July 2026, California Financial Advisors (CFA) has approximately 28 employees across 3 continents, including North AmericaAsiaEurope. Key team members include President: J. O.President: R. O.Firm Operations Manager At California Advisors Llc: A. K.. Explore California Financial Advisors (CFA)'s employee directory with LeadIQ.

What industry does California Financial Advisors (CFA) belong to?

California Financial Advisors (CFA) operates in the Financial Services industry.

What technology does California Financial Advisors (CFA) use?

California Financial Advisors (CFA)'s tech stack includes Google Cloud CDNOpen GraphModule FederationJSON-LDWebsiteBuilderPHPHSTSSitelinks Search Box.

What is California Financial Advisors (CFA)'s email format?

California Financial Advisors (CFA)'s email format typically follows the pattern of First@caladvisorsllc.com. Find more California Financial Advisors (CFA) email formats with LeadIQ.

When was California Financial Advisors (CFA) founded?

California Financial Advisors (CFA) was founded in 1998.

California Financial Advisors (CFA)

Q: What technology does California Financial Advisors (CFA) use?

California Financial Advisors (CFA)'s tech stack includes Microsoft, gstatic.com, Twemoji, Microsoft Office, Envoy.

Q: What is California Financial Advisors (CFA)'s NAICS code?

California Financial Advisors (CFA)'s NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States11-50 Employees

California Financial Advisors (CFA) is a fiduciary financial services firm based in San Ramon, California, specializing in retirement planning and investment supervision for individuals and families. The firm emphasizes a long-term approach and works to tailor its services to each client's unique needs. As a fiduciary, CFA conducts its business in the client's best interest, aligning recommendations with long-term goals. Founded in 1998, CFA has grown within the financial services sector to serve a diverse client base. It has gained recognition on CNBC's Financial Advisor 100 list in multiple years, including a No. 30 ranking in 2023.