Press
See below to explore content featuring California Financial Advisors and the advisors at CFA.
Advisor Highlight: Ryan D. Dennehy
CNBC
Oct 23, 2024
4 ways to make your home down payment savings grow, according to top-ranked advisors
CFA Firm Highlight
CNBC
Oct 2, 2024
CNBC ranks the top-rated financial advisory firms of 2024
CFA Firm Highlight
CNBC
Sep 28, 2023
CNBC ranks the top-rated financial advisory firms of 2023
Advisor Highlight: Michelle Perry Higgins
Morningstar
Aug 8, 2023
California Advisor Takes a Slow, Deliberate Approach With Prospective Clients
CFA Firm Highlight
Financial Advisor Magazine
Jul 14, 2023
2023 RIA Survey & Ranking: Consolidation Crunch Hits Rate Reality
Advisor Highlight: Madeline E. Maloon
CNBC
Oct 31, 2022
The fear of missing out can be a killer for investors. Here’s how top-ranked financial advisors keep it at bay
Advisor Highlight: Madeline E. Maloon
CNBC
Oct 19, 2022
The typical U.S. household is spending $445 more a month due to inflation. Here’s how to reduce the bite
CFA Firm Highlight
CNBC
Oct 4, 2022
FA100: CNBC ranks the top-rated financial advisory firms of 2022
Advisor Highlight: Kayla R. Fernandez
KTVU
Sep 20, 2022
State of the Economy: Interview with Kayla Fernandez
Advisor Highlight: Ryan D. Dennehy
KTVU
Sep 13, 2022
State of the Economy: Interview with Ryan Dennehy
Advisor Highlight: Michelle Perry Higgins
Investopedia.com
Jul 25, 2022
Michelle Perry Higgins - Top 100 Financial Advisor 2022
Advisor Highlight: Mark A. Pitre
CNBC
Jul 14, 2022
When Saving for Retirement, Seniors Overestimate Market Volatility
Advisor Highlight: Kayla R. Fernandez
US News & World Report
Jun 15, 2022
7 Best Vanguard Funds for Retirement
Advisor Highlight: Kayla R. Fernandez
KTVU
Jun 13, 2022
Stocks Plunge Into Bear Market: Interview with Kayla Fernandez
Advisor Highlight: Michelle Perry Higgins
Wall Street Journal
May 21, 2022
15 Ways Consumers Can Deal With—and Even Benefit From—Rising Inflation
Advisor Highlight: Ryan D. Dennehy
KTVU
May 5, 2022
State of the Stock Market: Interview with Ryan Dennehy
Advisor Highlight: Ryan D. Dennehy
KTVU
Mar 28, 2022
Inflation's effect on long-term financial goals: Interview with Ryan Dennehy
CFA Firm Highlight
CNBC
Oct 6, 2021
CNBC Ranks the Top-Rated Financial Advisory Firms of 2021
Advisor Highlight: Mark A. Pitre
Proactive Advisor Magazine
Sep 8, 2021
The Ultimate Question for Advisors: 'Should I stay or should I go?'
Advisor Highlight: Mark A. Pitre
CNBC
Jun 30, 2021
Making Succession Planning an Opportunity
CFA Firm Highlight
CNBC
Oct 6, 2020
FA 100: CNBC Ranks the Top-Rated Financial Advisory Firms of 2020
Advisor Highlight: Michelle Perry Higgins
CNBC
Oct 6, 2020
Advisors Adapt to ‘New Normal’ as Pandemic has Changed how Firms Connect with Clients
Advisor Highlight: Mark A. Pitre
Financial Advisor Magazine
Dec 11, 2019
How a Niche Can Enhance Your Bottom Line