California Financial Advisors (CFA) Employee Directory

Q: What is California Financial Advisors (CFA) known for?

California Financial Advisors (CFA) was founded in 1998. California Financial Advisors (CFA) operates in the Financial Services industry.

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.

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

California Financial Advisors (CFA) Global Highlights

North America
37

United States Of America
37

Asia
1

Russian Federation
1

Europe
1

Hungary
1

California Financial Advisors (CFA)'s Leadership

B. W.
Chief Executive Officer
Mobile Phone
Email
J. O.
President
Mobile Phone
Email
R. O.
President
Mobile Phone
Email
P.
Owner
Mobile Phone
Email
A. K.
Firm Operations Manager At California Advisors Llc
Mobile Phone
Email
J. S.
Hcd Manager
Mobile Phone
Email
M. P.
Principal
Mobile Phone
Email
C. L.
Financial Advisor
Mobile Phone
Email

Contact profiles from California Financial Advisors (CFA)

Name

Title

Contact Info

Location

Last Update

B. W.
Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
J. O.
President
Mobile Phone
Email
Oct 23, 2024
P.
Owner
Mobile Phone
Email
United StatesTennessee
Oct 21, 2024
R. O.
President
Mobile Phone
Email
Oct 17, 2024
A. K.
Firm Operations Manager At California Advisors Llc
Mobile Phone
Email
Russia
Oct 18, 2024
J. S.
Hcd Manager
Mobile Phone
Email
Oct 21, 2024
M. P.
Principal
Mobile Phone
Email
UNITED STATES
Sep 04, 2024
C. L.
Financial Advisor
Mobile Phone
Email
United States
Oct 16, 2024
S. C.
Trader And Fund Analyst
Mobile Phone
Email
Apr 23, 2025

Frequently Asked Questions

What is California Financial Advisors (CFA) known for?

California Financial Advisors (CFA) was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 2303 Camino Ramon, #230; 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?

California 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?

California Financial Advisors (CFA) has approximately 27 employees as of December 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

As of December 2025, California Financial Advisors (CFA)'s key employees include:

Chief Executive Officer: B. W.
President: J. O.
President: R. O.
Owner: P.
Firm Operations Manager At California Advisors Llc: A. K.

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