Kayla R. Fernandez
Financial Advisor
CFP®
Kayla R. Fernandez is a Financial Planning Executive with California Financial Advisors in San Ramon, California. Ms. Fernandez graduated with honors from Santa Clara University. She earned a Bachelor of Science degree in Business Administration with a concentration in Finance.
Ms. Fernandez takes pride in developing highly specialized financial plans for individuals and families. She specializes in wealth accumulation, retirement planning, legacy planning, education funding, and estate planning. She empowers clients by presenting comprehensive financial plans in a clear, concise and easily digestible format that enables her clients to make sound financial decisions.
Ms. Fernandez is a proud supporter of Song for Charlie and frequently volunteers for Special Olympics of Northern California. In her leisure time, Kayla loves being outside in nature enjoying hiking, snowboarding and running.
Kayla’s Executive Assistant
Andrea Millheim
“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.”