California Financial Advisors, based in San Ramon, CA, is ranked No. 30 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $1.6B
Years in Business: 25
Accounts Under Management: 3,216
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Previous appearances on FA 100 List: 4 (No. 27 in 2022)
Principals:
Mark Pitre, Principal & Financial Advisor
Money Report
Michelle Perry Higgins, Principal & Financial Advisor
Contact:
2303 Camino Ramon, Suite 230, San Ramon, CA 94583
(925) 275-1000
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