Burbank, CA Office

Tara Koda is a financial advisor at California Capital Management with a Series 65 designation. She has been with the firm since 2023 and has prior work experience spanning roles in home support services and environmental services. California Capital Management offers investment advisory services to individuals, trusts, pension plans, and corporate clients, managing approximately $358 million in discretionary assets. The firm provides customized portfolio management through wrap fee programs and retirement plan consulting tailored to clients’ time horizons, risk tolerance, and goals.

Bradley Salo is a CFP® with 39 years of industry experience. He has been with California Capital Management since 2004 and also works with Purshe Kaplan Sterling Investments. Outside of his advisory work, he is president of One Management Group, Inc., a landscape design consulting firm. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities, managing roughly $358 million in discretionary assets across several hundred accounts. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, utilizing a range of investment strategies including ETFs, mutual funds, equities, fixed income, and options.

Emily Logan is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. She is affiliated with California Capital Management and Purshe Kaplan Sterling Investments. Outside of her advisory roles, she serves as successor trustee for a family trust. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, managing approximately $358 million in discretionary assets for a client base of several hundred accounts.