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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Timber harborCapital +more
- Established Date
- 02-18-1998
- Office Locations
- 2
Office Locations
About California Financial Advisors
California Financial Advisors is a fiduciary RIA (founded 1998) providing personalized portfolio management, asset allocation, and comprehensive planning for individuals and entrepreneurs. The investment approach emphasizes fixed income, including municipal bonds. Serves clients in 40+ states and abroad with 99.45% average client retention (2022–2024), custody relationships including Schwab and Fidelity, and recognition in FA/CNBC rankings.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN DOUGLAS DENNEHY
Financial Advisor, General Partner
- CRD
- #6545712
- Ownership
- 10% but less than 25%
MICHELLE PERRY HIGGINS
Financial Advisor, General Partner
- CRD
- #2733419
- Ownership
- 10% but less than 25%
Harbor quantum
Optima optima
- CRD
- #99092
- Ownership
- 12.5%
Showing 2 of 6 owners & executives
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JONATHAN LAWRENCE BECKER
Financial Advisor, General Partner
- CRD
- #4873089
JOHN ALBERT CORDANO
Financial Advisor, General Partner
- CRD
- #2294724
Fusion focus
Frontier glacier
- CRD
- #14461
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,010,467,129 | $631,230 |
| Non-Discretionary | $252,911,497 | $698,651 |
| Total | $2,263,378,626 | $638,111 |
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Separately Managed Accounts
Total SMA Asset: $2,263,378,626
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $2,237,522,843 | 39.7% |
| Cash | $3,398,554,848 | 60.3% |
| Total | $5,636,077,691 | 100.0% |