California Capital Management

Amir Tavakol is a financial advisor at California Capital Management with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and several affiliated firms. California Capital Management serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management through a sponsored wrap fee program and retirement plan consulting. The firm uses a combination of quantitative, fundamental, and technical analysis to tailor investment advice to clients’ time horizons, risk tolerance, and goals.

Gregory Zedlar is a ChFC® and Series 66 credentialed advisor with 21 years of industry experience. He has been with California Capital Management since 2004. Outside of his advisory role, he is an investor in startups through Conceptual Thinking, LLC and serves as co-trustee of the G & L Zedlar Family Trust. California Capital Management is a five-advisor team managing approximately $321 million in discretionary assets. The firm provides portfolio management and retirement plan consulting to individuals, trusts, and business entities, using a mix of quantitative, fundamental, and technical analysis across multiple asset classes and investment time horizons.

Bradley Salo is a CFP® with 38 years of industry experience, currently serving at California Capital Management where he has worked since 2004. He also has been affiliated with Purshe Kaplan Sterling Investments since 2014. Outside of his advisory work, he is president of One Management Group, Inc., a landscape design consulting business. California Capital Management is a five-advisor team managing approximately $321 million in discretionary assets. The firm serves individuals, trusts, retirement plans, and business entities, offering tailored portfolio management through a wrap fee program and retirement plan consulting, utilizing a mix of quantitative, fundamental, and technical analysis across various time horizons.

Alexis Cole is a CFP® with 19 years of industry experience, currently serving at California Capital Management since 2013. Prior to that, she worked at Purshe Kaplan Sterling Investments from 2016 to 2018. Outside of her advisory role, she is a board member and treasurer of the Southern CA Reined Cow Horse Association and serves on the board of Cottages on Liberty Green. California Capital Management is a five-advisor team managing approximately $321 million in discretionary assets. The firm provides portfolio management and retirement plan consulting to individuals, trusts, and business entities, employing a tailored investment approach that integrates quantitative, fundamental, and technical analysis across multiple time horizons.

Emily Logan is a CFP® professional with 15 years of experience in financial advising. She has worked at California Capital Management since 2006 and has also been affiliated with Purshe Kaplan Sterling Investments since 2016. Logan serves as a successor trustee for a family trust. California Capital Management is a five-advisor team managing approximately $321 million in discretionary assets. The firm provides portfolio management and retirement plan consulting for individuals, trusts, and business entities, using a tailored investment approach that incorporates quantitative, fundamental, and technical analysis across multiple time horizons.