Name Email Phone Subject Message Submit info@calfinad.com 925-275-1000 2303 Camino Ramon #230, San Ramon, CA 94583 ©2021 by California Financial Advisors This website is not an offer to buy or sell any securities or securities product or to participate in any specific investment strategy. There is no guarantee that any investment strategy will generate a profit or even a loss. Investing in the securities markets involves risk, including loss of principal. Examples on this website are for informational purposes only. All recommendations will vary by client and should be discussed with an individual financial adviser before action is taken. The examples on this website are sample recommendations only and may not apply to your individual financial needs. Maloon, Powers, Pitre & Higgins, LLC | California Financial Advisors is a Registered Investment Advisor.

Meet Our Advisors California Financial Advisors is a fiduciary investment advisory firm that specializes in retirement planning and investment supervisory services. California Financial Advisors, 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 $1.5B in assets under management as of 9/2021. As a fiduciary firm, CFA conducts all business practices solely in each client’s best interest. CFA has been able to grow and succeed while maintaining relationships that go beyond the quantitative data. While providing an enjoyable client experience, CFA has honorably been ranked in the top 10 advisory firms in the US on the CNBC Financial Advisor (FA) 100 in 2021 & 2020 & 2019. CFA Impact We believe in giving back. info@calfinad.com 925-275-1000 2303 Camino Ramon #230, San Ramon, CA 94583 ©2021 by California Financial Advisors This website is not an offer to buy or sell any securities or securities product or to participate in any specific investment strategy. There is no guarantee that any investment strategy will generate a profit or even a loss. Investing in the securities markets involves risk, including loss of principal. Examples on this website are for informational purposes only. All recommendations will vary by client and should be discussed with an individual financial adviser before action is taken. The examples on this website are sample recommendations only and may not apply to your individual financial needs. Maloon, Powers, Pitre & Higgins, LLC | California Financial Advisors is a Registered Investment Advisor.