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Kayla R. Fernandez

Financial Advisor

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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 finds time to prepare and distribute bagged lunches for those in need. In her leisure time, Kayla loves being outside in nature enjoying hiking, snowboarding and running. 

Kayla’s Executive Assistant

Andrea Millheim

amillheim@calfinad.com(925) 275-1000, ext. 210

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