California Financial Advisors, based in San Ramon, California, is ranked No. 9 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 7 on last year's CNBC FA 100 list.
Total AUM: $1.3B+
Years in Business:Â 22
Accounts Under Management:Â 2,785
Previous appearances on FA 100 List: 1 (No. 7 in 2019)
Principals:
Michelle Perry Higgins, Principal
Mark Pitre, Principal
Contact:
2303 Camino Ramon, Suite 230, San Ramon, CA 94583
(925) 275-1000