California Financial Advisors (CFA) Tech Stack

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

Open Graph

Content Management System

WordPress

Content Management System

Network Solutions

Domain Name Services

JSON-LD

Javascript Frameworks

Microsoft Office

Office Suites

WordPress.com

Platform As A Service

PHP

Programming Languages

Google Analytics

Web Analytics

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%

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

F_Last@calfinad.com

J_Doe@calfinad.com

FMiddleLast@calfinad.com

JMichaelDoe@calfinad.com

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 San Ramon, California 94583 United States. 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.

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 June 2026, California Financial Advisors (CFA) has approximately 28 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 Open GraphWordPressNetwork SolutionsJSON-LDMicrosoft OfficeWordPress.comPHPGoogle Analytics.

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 Network Solutions, Lodash, Google Analytics, X-Content-Type-Options, Microsoft Outlook.

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 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.

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