San Ramon, CA Camino Ramon Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
California Financial Advisors
Team
Firm-wide stats for California Financial Advisors
About
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.
Based on California Financial Advisors
Expertise
Based on California Financial Advisors
Location
2303 Camino Ramon Suite 250
San Ramon CA 94583
Advisors at this office
3
Advisors at this office
Mark P
CFP®, Series 63, Series 65
San Ramon, CA
California Financial Advisors
Mark Pitre is a CFP® with 37 years of experience in the financial industry. He has been with Maloon, Powers, Pitre & Higgins LLC, doing business as California Financial Advisors, for 28 years. He is also licensed as an insurance agent and occasionally engages in insurance sales and servicing. 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 assets, employs a team approach, and emphasizes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence.
John C
ChFC®, Series 63
San Ramon, CA
California Financial Advisors
John Cordano is a ChFC® credentialed financial advisor with 33 years of industry experience. He has worked at Maloon, Powers, Pitre & Higgins, LLC since 1998 and has been involved in sales and renewals of fixed annuities and life and disability insurance since 1992. He is part of California Financial Advisors, 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 an investment approach focused on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers, tailoring strategies to client objectives and tax considerations.
Thomas P
CFP®, ChFC®, Series 63, Series 65
San Ramon, CA
California Financial Advisors
Thomas Powers is a CFP® and ChFC® with 36 years of industry experience. He has been with California Financial Advisors, formerly Maloon, Powers, Pitre & Higgins, LLC, for 28 years. Powers also maintains life insurance sales activities. California Financial Advisors is an SEC-registered firm managing over $2 billion in assets for individuals, charitable organizations, and businesses. The firm employs a multi-member ownership structure and focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers to implement tailored investment strategies.
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