California Financial Advisors

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--> Financial Advisors | California Financial Advisors | San Ramon top of page CLIENT PORTAL Trusted Financial Guidance Since 1998 Contact Us Home: Welcome Recently Recognized By We are honored to have been recognized by the following media outlets publications. We are grateful to our loyal clients and hardworking staff. Disclosure: You can find more information about these rankings here . One of America s Top RIAs 2022, 2023 2024 #21 in the Nation Second Highest Ranked California Based Firm #22 Wealth Management Firm in the Bay Area $2B+ Assets Under Management As of 12/31/24 Beyond CA Proudly working with clients in over 40 states abroad As of 12/31/2024 99.45% Average Annual Client Retention Rate Measured from 1/1/22 to 12/31/24, adjusting for client deaths termination by CFA Our Philosophy The foundation of our practice begins with the highest ethical standards. We are a fiduciary registered investment advisory (RIA) firm, meaning that we will always act in our clients best interest. ​ Through our team s expertise in portfolio management and asset allocation, we provide a personalized investment approach. Our client relationships go beyond surface-level financial planning and investment management. ​ Our average client retention rate is 99.45% from 2022-2024. Our retention rate demonstrates the value our client s place on the relationships we cultivate allowing us to provide consistent and effective support for their long-term financial goals. ​ We accomplish our goals by

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