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California Financial Advisors (CFA) Employee Directory

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.

Find California Financial Advisors (CFA) employees' phone numbers or email addresses

California Financial Advisors (CFA) Global Highlights

Location
Employees

North America
32

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  • United States Of America
    32

Asia
1

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  • Russian Federation
    1

Europe
1

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  • Hungary
    1

California Financial Advisors (CFA)'s Leadership

  • Stylized image of a person
    J. O.
    President
    Mobile Phone
  • Stylized image of a person
    R. O.
    President
    Mobile Phone
  • Stylized image of a person
    A. K.
    Firm Operations Manager At California Advisors Llc
    Mobile Phone
  • Stylized image of a person
    J. S.
    Hcd Manager
    Mobile Phone
  • Stylized image of a person
    S. C.
    Trader And Fund Analyst
    Mobile Phone

California Financial Advisors (CFA) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Community & Social Services
  • Finance
  • Administrative
  • Other
  • Business

Contact profiles from California Financial Advisors (CFA)

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. O.
    President
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    R. O.
    President
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    A. K.
    Firm Operations Manager At California Advisors Llc
    Mobile Phone
    Russia
    Oct 18, 2024
  • Stylized image of a person
    J. S.
    Hcd Manager
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    S. C.
    Trader And Fund Analyst
    Mobile Phone
    Apr 23, 2025

Frequently Asked Questions

What is California Financial Advisors (CFA) known for?

Minus sign iconPlus sign iconCalifornia Financial Advisors (CFA) was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-925-275-****
. Explore California Financial Advisors (CFA)'s company overview page for more information.

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

Minus sign iconPlus sign iconCalifornia Financial Advisors (CFA) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more California Financial Advisors (CFA) email formats with LeadIQ.

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

Minus sign iconPlus sign iconCalifornia Financial Advisors (CFA) has approximately 28 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are California Financial Advisors (CFA)'s key employees and leadership?

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As of July 2026, California Financial Advisors (CFA)'s key employees include:

  • President: J. O.
  • President: R. O.
  • Firm Operations Manager At California Advisors Llc: A. K.
  • Hcd Manager: J. S.
  • Trader And Fund Analyst: S. C.

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