California Financial Advisors
Announces New Partner- Ryan D. Dennehy
San Ramon, CA (March 28, 2022) —
California Financial Advisors (CFA) is pleased to announce the promotion of Ryan D. Dennehy to Principal and Financial Advisor, effective March 1, 2022.
Ryan’s career at CFA began as an intern in 2014. While mentoring under Principal and Financial Advisors Michelle Perry Higgins and Mark A. Pitre, it was clear that Ryan had great potential to provide value to CFA. In due course, Ryan’s role expanded and evolved into a financial planning executive. He has become an active and contributing member of CFA’s investment committee, and has developed advanced financial models for the company. Moreover, Ryan is responsible for managing over $100 million in total assets across more than 125 client households that he advises.
“It is rare to find an individual who is as dedicated to his profession as Ryan,” said Mark A. Pitre. “We have been fortunate to experience the kind of work ethic, integrity, and energy that he has brought to the financial planning community, and to our clients."
It is for these reasons and many more that we feel Ryan will be an invaluable addition to our partnership. He has done extraordinary things for CFA so far, and we look forward to working with him in the future as a principal. We hope you will join us in congratulating him on this momentous accomplishment.
Sincerely,
The Partners at California Financial Advisors
Michael F. Maloon, Thomas J. Powers, Mark A. Pitre, Michelle Perry Higgins, Ryan D. Dennehy
About California Financial Advisors:
California Financial Advisors is a fiduciary investment advisory firm that specializes in retirement planning and investment supervisory services. California Financial Advisors, CFA, values a long-term investment approach while catering to the unique needs of all its clients. Since the inception of the firm in 1998, CFA has been able to grow to over $1.6B in assets under management as of 12/2021. As a fiduciary firm, CFA conducts all business practices solely in each client’s best interest. CFA has been able to grow and succeed while maintaining relationships that go beyond the quantitative data.
