California Financial Advisors

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  @type: "LocalBusiness",
  name: "California Financial Advisors",
  description: "California Financial Advisors is a registered investment advisory (RIA) firm in San Ramon, CA, founded in 1998, managing over $2 billion in assets for clients across 40+ states. The firm operates as a fiduciary, legally obligated to act in clients' best interests, and specializes in personalized portfolio management and asset allocation strategies. With a 99.45% average annual client retention rate (2022-2024) and recognition as one of America's Top RIAs by national publications, CFA serves clients seeking long-term wealth management relationships built on trust and consistent support.",
  url: "https://calfinad.com/",
  telephone: "+1-925-275-1000",
  address: {
    @type: "PostalAddress",
    streetAddress: "12657 Alcosta Blvd #470",
    addressLocality: "San Ramon",
    addressRegion: "CA",
    postalCode: "94583",
    addressCountry: "US"
  },
  geo: {
    @type: "GeoCoordinates",
    latitude: 37.773103,
    longitude: -121.96032
  },
  openingHoursSpecification: [
    {
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      dayOfWeek: "Mon",
      opens: "8:00 AM",
      closes: "5:00 PM"
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      dayOfWeek: "Tue",
      opens: "8:00 AM",
      closes: "5:00 PM"
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      dayOfWeek: "Wed",
      opens: "8:00 AM",
      closes: "5:00 PM"
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      dayOfWeek: "Thu",
      opens: "8:00 AM",
      closes: "5:00 PM"
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    {
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      dayOfWeek: "Fri",
      opens: "8:00 AM",
      closes: "5:00 PM"
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  ],
  aggregateRating: {
    @type: "AggregateRating",
    ratingValue: "5",
    reviewCount: "1",
    bestRating: "5"
  },
  foundingDate: "1998",
  areaServed: "San Ramon, CA and the greater San Francisco Bay Area (Danville, Walnut Creek, Dublin, Pleasanton, Livermore), serving clients in 40+ states nationwide and internationally",
  knowsAbout: "High-net-worth individuals and families seeking fiduciary wealth management, Pre-retirees and retirees needing comprehensive planning and portfolio management, Clients with complex financial situations requiring tax-efficient strategies, Investors who value long-term advisor relationships over transactional services, Out-of-state clients seeking Bay Area-based expertise with national reach",
  additionalProperty: [
    {
      @type: "PropertyValue",
      name: "differentiator",
      value: "Ranked #21 Nationally Among Top RIAs"
    },
    {
      @type: "PropertyValue",
      name: "differentiator",
      value: "99.45% Client Retention Rate"
    },
    {
      @type: "PropertyValue",
      name: "differentiator",
      value: "Over $2 Billion in Assets Under Management"
    },
    {
      @type: "PropertyValue",
      name: "differentiator",
      value: "26+ Years as a Fiduciary RIA Firm"
    },
    {
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      value: "#21 Top RIA in America"
    },
    {
      @type: "PropertyValue",
      name: "differentiator",
      value: "Fiduciary Since 1998"
    },
    {
      @type: "PropertyValue",
      name: "differentiator",
      value: "99.45% Client Retention"
    },
    {
      @type: "PropertyValue",
      name: "differentiator",
      value: "$2+ Billion Managed"
    }
  ],
  sameAs: [
    "https://www.facebook.com/calfinad",
    "https://www.linkedin.com/company/calfinad/",
    "https://maps.google.com/?cid=15183697737086294181&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA"
  ],
  publisher: {
    @type: "Organization",
    name: "Lantern",
    url: "https://lantern.llc",
    contactPoint: {
      @type: "ContactPoint",
      url: "https://lantern.llc/contact?from=ai-data",
      contactType: "AI inquiries"
    }
  }
}