California Financial Advisors Makes CNBC’s FA 100 List For Fifth Consecutive Year

FOR IMMEDIATE RELEASE

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SAN RAMON, CA (September 28, 2023) — For the fifth consecutive year, California Financial Advisors (CFA) has ranked on CNBC’s FA 100 list (FA 100: CNBC ranks the top-rated financial advisory firms of 2023). This year, CFA was listed in the top 30 of Registered Investment Advisory (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 40,646 RIA firms by analyzing core data points provided by AccuPoint Solutions’ database of financial services firms. The data includes each advisory firm’s regulatory/compliance record, number of years in the business, number of certified financial planners, number of employees, number of investment advisors registered with the firm, 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 the country of domicile.

“Thank you to CNBC for including us on this prestigious list once again,” said CFA Principal Thomas J. Powers. “We consider ourselves very lucky to have such a loyal and supportive client base along with a truly outstanding staff whose mindset is always to put clients first.”

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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 6/30/2023. CFA prides itself on acting solely in each client’s best interests and providing exceptional financial services.

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