California Financial Advisors

California Financial Advisors, based in San Ramon, CA, has been providing trusted financial guidance since 1998. As a fiduciary registered investment advisory firm, they are dedicated to acting in their clients' best interests with a focus on personalized investment strategies and portfolio management.

With over $2 billion in assets under management and a remarkable average annual client retention rate of 99.45% from 2022 to 2024, California Financial Advisors demonstrates a commitment to building lasting relationships and supporting clients in achieving their long-term financial goals. Their expertise has garnered recognition as one of America's top Registered Investment Advisors and the highest-ranked California-based firm in multiple rankings.

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