What are the opening hours?

Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

California Financial Advisors

Home
United States
San Ramon, CA
California Financial Advisors

California Financial Advisors is a fiduciary investment advisory firm that specializes in retirement

02/05/2026

We’re now accepting applications for our 2026 Summer Internship Program! 🌞

Join California Financial Advisors and gain hands-on experience in financial planning or marketing.

Apply at: https://www.calfinad.com/careers

12/31/2025

As we step into the new year, we’re grateful for the trust you place in us and excited to continue helping you build a future with confidence and clarity.

Best wishes,
Your team at CFA

11/25/2025

This season reminds us of how thankful we are for our incredible clients, outstanding team, and uplifting community!

Happy Thanksgiving to you and your family, and may this day be filled with joy and gratitude.

Warmly,
Mark Pitre, Ryan Dennehy, Michelle Perry Higgins, Tom Powers, & Michael Maloon.

10/01/2025

CFA is honored to announce its ranking as 21st in the nation on CNBC’s prestigious (FA100) list for 2025. CFA is proud to have ranked on the FA100 list since inception of the list in 2019. This achievement wouldn’t be possible without our clients and dedicated team.

Read our press release here: https://www.calfinad.com/cfa-cnbc-fa100-2025

10/02/2024

California Financial Advisors, CFA, is proud to announce that it has been ranked #13 in the nation and #1 in California on CNBC’s FA 100 list for 2024. "Winning this award is a testament to our team's unwavering dedication to providing quality financial planning and investment management services to our clients,” said Principal & Financial Advisor Mark Pitre, MBA, CFP®. “We are humbled by this recognition and remain committed to delivering exceptional wealth management solutions for generations to come."

08/18/2023

Exciting news!!! I am thrilled to announce I have officially passed the CFP® Exam and have received my Certified Financial Planner™ certification. This has been an extremely informative & rewarding 4-year experience. The CFP® certification requires coursework & testing in investment, retirement, tax, insurance, estate planning & fundamentals.

I am so grateful to those who have supported me along the way. A huge thank you to my study partner Kayla Fernandez, I am thankful to have gone through this process with you. I am also extremely grateful for Michelle Perry Higgins, my wonderful mentor who has supported me every step of the way.

I am excited to keep learning and growing in the financial planning field.

08/17/2023

The recognized standard of excellence for competent and ethical personal financial planning.

Address

12657 Alcosta Boulevard, Suite 470
San Ramon, CA
94583

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://www.calfinad.com/contact

Alerts

Be the first to know and let us send you an email when California Financial Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to California Financial Advisors: