A complete list of active advisors currently associated with California Financial Advisors

Warmer can help you find a great advisor at California Financial Advisors or one who fits your needs even better.

California Financial Advisors is an SEC-registered advisory firm that provides portfolio management, financial planning, and consulting to individuals (both non-high-net-worth and high-net-worth), charitable organizations, and businesses. The firm manages over $2 billion in client assets across discretionary and non-discretionary accounts and serves a large client base through multiple advisory teams and offices. The firm’s investment approach emphasizes asset allocation, mutual fund and ETF analysis, and due diligence of third‑party money managers, and it implements both long- and short‑term strategies tailored to clients’ objectives, tax considerations, and any client‑imposed restrictions. California Financial Advisors typically recommends custodians such as Charles Schwab and Fidelity and discloses that it receives institutional services, research, and technology from those custodians, which the firm considers when seeking best execution. Noteworthy aspects of the firm’s practice include a disclosed arrangement with the lead‑generation service SmartAsset for client referrals and the fact that some personnel are licensed insurance agents who may receive commissions when implementing insurance recommendations. The firm also maintains a formal proxy‑voting policy (including use of an independent third party if a conflict exists) and has operated since 1998 under a multi‑member ownership structure.

To learn more about the advisors currently working at California Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.