FOR IMMEDIATE RELEASE

 

San Ramon, CA – October 2, 2024 – California Financial Advisors, CFA, is proud to announce that it has been ranked #13 in the nation and #1 in California on CNBC’s FA 100 list for 2024. CFA has been ranked on CNBC’s FA 100 list for six consecutive years, recognizing the firm’s outstanding achievements in the financial services sector.

 

The Financial Advisor 100, presented annually by CNBC, honors firms that demonstrate exceptional performance, integrity, and dedication to their clients. CNBC selected the FA 100 list out of an initial 40,896 RIA firms from the Securities and Exchange Commission regulatory database by analyzing core data points provided by AccuPoint Solutions’ database of financial services firms. CFA has consistently excelled in meeting the rigorous standards set forth by the award committee, solidifying its position as a leader in the industry.

 

"Winning this award is a testament to our team's unwavering dedication to providing quality financial planning and investment management services to our clients,” said Principal & Financial Advisor Mark A. Pitre. “We are humbled by this recognition and remain committed to delivering exceptional wealth management solutions for generations to come." 

 

This award not only highlights CFA’s achievements but also reinforces its commitment to shaping the future of the industry. The firm looks forward to continuing its legacy of excellence and exploring new avenues for growth and innovation.

 

About 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.

 

Disclosure

The 2024 CNBC FA 100 ranking was published on October 2, 2024. The methodology used for this ranking can be found here. Financial advisory firms, including CFA, did not pay any compensation to be considered for this ranking. CNBC requires firms to pay a licensing fee for the use of the CNBC FA 100 logo in marketing materials.

 

Media Contact

Maegan Garald

Operations Manager

CFA 

info@calfinad.com

925-275-1000