Insights

Strong Market Recognition California Financial Advisors consistently ranks high on the CNBC Financial Advisor 100 list, reaching as high as No. 7 in 2021 and maintaining a top 30 position in 2023, demonstrating strong industry reputation and client trust which can be leveraged for premium service offerings.

Growing Assets Under Management With over 1.48 billion dollars in assets under management as of late 2022, CFA presents a significant opportunity for firms offering advanced wealth management solutions or scalable investment technology to support their continued growth.

Boutique Size Advantage As a smaller firm with 11 to 50 employees, CFA may be open to personalized, high-touch service solutions, advanced client engagement platforms, or operational efficiencies to facilitate expansion without losing their client-centric focus.

Technology Stack Modernization Utilizing modern tools like Google Cloud, Sentry, and JSON-LD indicates an openness to innovative technology solutions, providing opportunities to offer cloud-based advisory tools, security enhancements, and data management services.

Potential for Niche Solutions Specializing in fiduciary retirement planning signifies a focus on long-term, trust-based client relationships, creating a promising pathway for targeted solutions in client onboarding, compliance automation, or retirement-focused financial products.

Similar companies to California Financial Advisors (CFA)

California Financial Advisors (CFA) Tech Stack

California Financial Advisors (CFA) uses 8 technology products and services including Wix, Open Graph, Webpack, and more. Explore California Financial Advisors (CFA)'s tech stack below.

Wix
Content Management System
Open Graph
Content Management System
Webpack
Development
Sentry
Issue Trackers
Priority Hints
Performance
PHP
Programming Languages
HSTS
Security
Google Analytics
Web Analytics

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
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%
First@caladvisorsllc.com	John@caladvisorsllc.com	100%

Frequently Asked Questions

Where is California Financial Advisors (CFA)'s headquarters located?

California Financial Advisors (CFA)'s main headquarters is located at 2303 Camino Ramon, #230. The company has employees across 3 continents, including North AmericaAsiaEurope.

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 December 2025, California Financial Advisors (CFA)'s annual revenue is estimated to be $3.1M.

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

California Financial Advisors (CFA)'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

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

As of December 2025, California Financial Advisors (CFA) has approximately 27 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: B. W.President: J. O.President: R. O.. 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 WixOpen GraphWebpackSentryPriority HintsPHPHSTSGoogle Analytics.

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

California Financial Advisors (CFA)'s email format typically follows the pattern of FLast@calfinad.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)

Financial ServicesCalifornia, United States11-50 Employees

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 client’s 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.