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Michael F. Maloon

Principal and Financial Advisor


Michael F. Maloon is a Financial Planner and Principal of California Financial Advisors in San Ramon. Mr. Maloon earned his Bachelor of Science degree in Business Administration with an emphasis in Finance from California State University, Hayward in 1986. The following year, he completed his M.B.A. degree in Financial Planning from Golden Gate University in San Francisco.

He received his Certified Financial Planner (CFP®) designation from the College for Financial Planning in 1989. He also earned his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College in Bryn Mawr, Pennsylvania.

Mr. Maloon has spoken at seminars and has published articles on a wide variety of financial planning issues. He is a contributor to The Wall Street Journal.

Michael enjoys traveling off the beaten path, ranging from camping in the Peruvian rainforest to chasing solar eclipses in Africa. He likes to chase the stars as well and is a member of a number of astronomy clubs. He also coaches in the Tri-Valley Babe Ruth League.

He and his wife, Wendy, have three adult children currently living in the Bay Area.

Mike’s Executive Assistant

Wendy Shafer | (925) 275-1000, ext. 208

“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.”

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