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The Principals and Advisors of California Financial Advisors specialize in financial planning, with an emphasis on retirement planning and Investment Supervisory Services. We do more than simply acquaint ourselves with our clients' financial condition; we listen, understand your goals and objectives, and work toward making your goals become reality. We develop relationships with clients over time; in fact, our client relationships are so strong, we are proud to say client referrals are our main source of new business.
California Financial Advisors is a trusted and valuable resource for our clients:
- We are independent of any specific proprietary brand, which affords us an unbiased point of view with regard to investment products;
- Our innovative approach to investing has yielded countless unique portfolios, each of which best suit individual client objectives;
- We value a long-term approach to investing;
- Our advisors review, research, and analyze current market data on an ongoing basis;
- Principals and Advisors are regular contributors to respected financial publications.
Our small, boutique-like atmosphere facilitates one-on-one relationships with clients; you have full access to your Advisor and his/her staff at all times. We also place trades in-house and generate quarterly reports from our office.
We encourage you to allow us to introduce ourselves so you may experience the benefits of working with California Financial Advisors.
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