RECENTLY FEATURED Ranks #7 in the Nation in 2021 Top 10 since 2019 Learn More Our Philosophy We believe the foundation of our practice begins with the highest ethical standards. Our commitment to these principal guides everything we do and engenders relationships with our clients that go beyond surface-level investment management. Through our team’s expertise in specialization of client relations, portfolio management and asset allocation, we fulfill the needs of a personalized investment approach. According to the proprietary data from 2017-2019, 98.51% of our clients remain with their advisor, allowing for a continuity of service that supports the “big picture” strategy. By only working in our client’s best interest, we never give advice that we would not take ourselves. We accomplish our goals by giving our clients a trustable plan of action that supports each client’s priorities on a day-to-day basis. Learn more about CFA 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.

CFA in the News Stay in the Know 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.