California Financial Advisors

Jonathan Becker is a financial advisor with California Financial Advisors in San Ramon, CA, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Foothill Securities, Inc. from 2014 to 2016 and has been associated with Maloon, Powers, Pitre & Higgins DBA CFA since 2006. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm focuses on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets with a team of 11 advisors.

Kayla Fernandez is a CFP® with five years of industry experience and is currently part of the team at California Financial Advisors. Her prior work includes roles at 1440 Multiversity, Presidio Bank, and academic positions at Santa Clara University and the University of Oregon. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with portfolio management, financial planning, and consulting. The firm manages over $2 billion in assets and employs an investment approach focused on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence tailored to clients’ objectives and restrictions.

Nicholas Venezia is a financial advisor at California Financial Advisors with a Series 65 designation and three years of industry experience. His prior work includes roles at Colliers International and Page Mill Winery, as well as self-employment. California Financial Advisors serves individuals, charitable organizations, and businesses by providing investment supervisory services, financial planning, and consulting. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party managers, managing approximately $2 billion in assets.

Ryan Dennehy is a financial advisor at California Financial Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at Maloon, Powers, Pitre & Higgins, LLC since 2017. Prior to his advisory career, he was affiliated with CalPoly State University for four years. California Financial Advisors is an SEC-registered firm that provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm manages over $2 billion in client assets and employs a team-based approach with specialized investment strategies tailored to clients’ objectives and tax considerations.

Madeline Williams is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Maloon, Powers, Pitre & Higgins, LLC since 2017. Williams is based in San Ramon, CA, and is part of the California Financial Advisors team. California Financial Advisors is an SEC-registered firm managing over $2 billion in client assets. The firm provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses, applying a comprehensive investment approach that includes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence tailored to client objectives.

Raymond Tan is a financial advisor with California Financial Advisors in San Ramon, CA. He holds the ChFC® and Series 63 designations and has 39 years of industry experience. His prior work includes two years at Foothill Securities and over 28 years with MALOON, POWERS, PITRE, Higgins & Dennehy LLC, operating under the CFA name. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with portfolio management, financial planning, and consulting services. The firm manages over $2 billion in client assets and applies an investment approach focused on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence.

Sean Maloon is a financial advisor at California Financial Advisors with a Series 65 designation. He has been with the firm since 2022, with prior experience at Indus Growth Fund and involvement in activities outside finance, including work with Friday Night Lights and California Polytechnic University. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm focuses on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets with a team of 11 advisors.

Gabriella Stamps is a financial advisor at California Financial Advisors with a Series 65 credential. She has been with the firm since 2024 and has prior work experience in various roles outside the financial industry, including education and veterinary clinic positions. California Financial Advisors is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages over $2 billion in assets and employs an investment approach focused on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers, tailoring strategies to clients’ objectives and tax considerations.

Mark Pitre is a CFP® with 37 years of industry experience, currently serving at California Financial Advisors. He has worked with Foothill Securities and has been with Maloon, Powers, Pitre & Higgins, LLC dba CFA since 1998. In addition to his advisory role, he is involved in insurance sales and servicing existing contracts on a limited basis. California Financial Advisors is an SEC-registered firm that provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm manages over $2 billion in assets and utilizes a tailored investment approach focused on asset allocation, fund analysis, and due diligence of third-party managers.

Michael Maloon is a CFP® and ChFC® with 39 years of industry experience. He is affiliated with California Financial Advisors and has held roles at Foothill Securities and his own firm Maloon, Powers, Pitre & Higgins, LLC dba CFA. He also maintains insurance agent roles with Lincoln National Life Insurance Company and Jackson National Life Insurance Company, providing service for existing insurance and annuity business. California Financial Advisors is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages over $2 billion in assets and employs an investment approach that includes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence tailored to client objectives and tax considerations.

Jackson Sendell is a financial advisor at California Financial Advisors with two years of industry experience. He holds the Series 65 designation and previously worked at Praetorian Wealth Management and Nia Impact Advisors. Before entering the financial industry, he spent ten years in full-time education. California Financial Advisors serves individuals, charitable organizations, and businesses by providing investment supervisory services, financial planning, and consulting. The firm’s investment process focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party managers, with portfolios reviewed quarterly and managed according to clients’ objectives and risk tolerance.

Michelle Higgins is a financial advisor at California Financial Advisors with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at the Wall Street Journal (Dow Jones) and Foothill Securities, Inc. Higgins is also a business owner and author, with profits from one of her books donated to college scholarships. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses. The firm manages over $2 billion in client assets and employs an investment approach focused on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers.

John Cordano is a financial advisor at California Financial Advisors with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Foothill Securities, Inc. and Maloon, Powers, Pitre & Higgins, LLC, along with over three decades in sales and renewals of fixed annuities, life, and disability insurance. Outside of advisory work, he is involved in insurance sales. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses by providing investment supervisory services, financial planning, and consulting. The firm’s investment approach emphasizes asset allocation, mutual fund and ETF analysis, and due diligence of third-party managers, with portfolios reviewed quarterly and managed according to clients’ objectives and risk tolerance.

Kyle Dennehy is a financial advisor at California Financial Advisors with four years of industry experience. He holds a Series 65 designation and has prior experience at KPMG and the University of California, Santa Barbara. California Financial Advisors is an SEC-registered firm that manages over $2 billion in client assets, serving individuals, charitable organizations, and businesses. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers, implementing strategies tailored to clients’ objectives and tax considerations.

Thomas Powers is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with California Financial Advisors and has worked at Foothill Securities, Inc. and Maloon, Powers, Pitre & Higgins LLC, where he has been since 1998. Outside of advising, he is involved in occasional term life insurance sales. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm focuses on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets through a compact advisory team.