California Financial Advisors (CFA)

California Financial Advisors, CFA, is a fiduciary registered investment advisory firm that specializes in retirement planning and investment supervisory services. As a fiduciary, CFA conducts all business practices solely in each client’s best interest. Since the inception of the firm in 1998, CFA has been able to grow to over $1.9B in assets under management as of 6/30/24. CFA's average client retention rate is 99.29% from 2021-2023. This high retention rate illustrates clients’ appreciation for CFA’s relationship-focused approach, centered on personalized ongoing support to reach their long-term financial goals. CFA has been able to grow and succeed while maintaining relationships that go beyond the quantitative data.