FOR IMMEDIATE RELEASE

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SAN RAMON, CA —(October 4, 2022)—For the fourth consecutive year, California Financial Advisors (CFA) has ranked on CNBC's FA 100 list. This year CFA was listed in the top 3% of RIA firms from the Securities and Exchange Commission’s regulatory database meeting CNBC’s proprietary criteria.

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            CNBC selected the FA 100 list out of an initial list of 39,818 registered investment advisory (RIA) firms by analyzing core data points provided by AccuPoint Solutions’ database of financial services firms. Data points consist of disclosures, number of years in the business, number of certified financial planners, number of employees, number of investment advisors registered with the firm, the ratio of investment advisors to total number of employees, total assets under management, percentage of discretionary assets under management, total accounts under management, number of states where the RIA is registered, and country of domicile.

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            “Undoubtedly, ranking in CNBC’s top financial advisory firms for the fourth consecutive year is a credit to our continuous personalized service to our clients. It is incredibly humbling to be featured alongside such renowned firms,” said CFA Principal Ryan D. Dennehy. “We want to thank our amazing clients for helping us to get where we are today.”

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            California Financial Advisors is a fiduciary investment advisory firm located in San Ramon, California that specializes in retirement planning and investment supervisory services. CFA values a long-term investment approach while catering to the unique needs of all its clients. Since the inception of the firm in 1998, CFA has been able to grow to over $1.6B in assets under management as of 12/31/2021. As a fiduciary firm, CFA conducts all business practices solely in each client’s best interests, which is one of the reasons why it has been able to grow and succeed while maintaining relationships that go beyond the quantitative data.

 

For more information about CFA, please contact Financial Planning Assistant Maegan Garald at 925-275-1000, or at info@calfinad.com.