Where are Cardiff Park Advisors employees located globally?

Cardiff Park Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Cardiff Park Advisors's team size changed over time?

Cardiff Park Advisors's team has grown from approximately 1 to 2 employees based on available data.

Cardiff Park Advisors Employee Directory

Investment ManagementCalifornia, United States0-1 Employees

Cardiff Park Advisors is an independent, fee-only investment adviser registered with the SEC, offering full service wealth management with a focus on passive and index portfolio management. The firm aims to provide low fixed fees while managing investments for individuals, trusts, endowments, retirement plan sponsors, and business entities, delivering comprehensive guidance to meet long-term wealth goals. Based in San Marcos, California, the company positions itself within the investment management industry by prioritizing cost efficiency and access to a selection of passive investment options, including Dimensional Funds, Vanguard funds, and certain exchange-traded funds, alongside fixed-income instruments for laddered portfolios. The practice emphasizes a disciplined approach intended to preserve a large portion of market gains over time, supported by introductory calls to assess client needs and estimate adviser fees. In recent context, Cardiff Park Advisors was recognized on the CNBC Financial Advisor 100 list for 2022, reflecting industry recognition within its market segment.

Cardiff Park Advisors Global Highlights

North America
3

United States Of America
3

Cardiff Park Advisors's Leadership

C. C.
Senior Vice President
Mobile Phone
Email

Cardiff Park Advisors Employee Metrics

100%

50%

0%

2026

2025

Business
Other
Banking

Contact profiles from Cardiff Park Advisors

Name

Title

Contact Info

Location

Last Update

C. C.
Senior Vice President
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is Cardiff Park Advisors known for?

Cardiff Park Advisors was founded in 2003 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-760-635-****

. Explore Cardiff Park Advisors's company overview page for more information.

What is Cardiff Park Advisors's most common email format?

Cardiff Park Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cardiff Park Advisors email formats with LeadIQ.

How many employees does Cardiff Park Advisors have currently?

Cardiff Park Advisors has approximately 1 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Cardiff Park Advisors's key employees and leadership?

As of August 2026, Cardiff Park Advisors's key employees include:

Senior Vice President: C. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Cardiff Park Advisors Employee Directory

Find Cardiff Park Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead