California Financial Advisors

Jonathan Becker is a financial advisor with California Financial Advisors in San Ramon, CA, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Foothill Securities, Inc. from 2014 to 2016 and has been associated with Maloon, Powers, Pitre & Higgins DBA CFA since 2006. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm focuses on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets with a team of 11 advisors.

Kayla Fernandez is a CFP®-certified financial advisor at California Financial Advisors with five years of industry experience. She has worked at California Financial Advisors since 2020 and previously held roles at 1440 Multiversity, Presidio Bank, and Santa Clara University. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm emphasizes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in client assets.

Nicholas Venezia is a financial advisor at California Financial Advisors with a Series 65 designation and three years of industry experience. His prior work includes roles at Colliers International and Page Mill Winery, as well as self-employment. California Financial Advisors serves individuals, charitable organizations, and businesses by providing investment supervisory services, financial planning, and consulting. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party managers, managing approximately $2 billion in assets.

Ryan Dennehy is a financial advisor at California Financial Advisors with nine years of industry experience. He holds the Series 65 designation and has worked at Maloon, Powers, Pitre & Higgins, LLC since 2016. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing portfolios in line with clients’ objectives and risk tolerance.

Madeline Maloon is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Maloon, Powers, Pitre & Higgins, LLC since 2016 and previously attended California Polytechnic State University. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm focuses on asset allocation and due diligence of third-party managers, managing portfolios according to client objectives and risk tolerance.

Raymond Tan is a financial advisor with California Financial Advisors, holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. He has worked at Foothill Securities from 2014 to 2016 and has been with Maloon, Powers, Pitre & Higgins LLC dba CFA since 1998. California Financial Advisors serves individuals, charitable organizations, and businesses by providing investment supervisory services, financial planning, and consulting. The firm emphasizes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets with a team of 11 advisors.

Sean Maloon is a financial advisor at California Financial Advisors with a Series 65 designation. He has been with the firm since 2022, with prior experience at Indus Growth Fund and involvement in activities outside finance, including work with Friday Night Lights and California Polytechnic University. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm focuses on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets with a team of 11 advisors.

Mark Pitre is a CFP® professional with 36 years of industry experience, currently affiliated with California Financial Advisors in San Ramon, CA. He has worked at Foothill Securities and has been associated with Maloon, Powers, Pitre & Higgins, LLC dba CFA since 1998. He also engages in insurance sales and servicing of existing contracts on a limited basis. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm manages portfolios on both discretionary and non-discretionary bases, emphasizing asset allocation, mutual fund and ETF analysis, and third-party manager due diligence.

Michael Maloon is a financial advisor at California Financial Advisors with 38 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at Foothill Securities and long-term affiliations with Jackson National Life Insurance Company and Lincoln National Life Insurance Company, where he continues to service existing insurance and annuity business. California Financial Advisors serves individuals, charitable organizations, and businesses by offering investment supervisory services, financial planning, and consulting. The firm emphasizes asset allocation, mutual fund and ETF analysis, and due diligence of third-party managers, managing approximately $2 billion in assets through a team of 11 advisors.

Jackson Sendell is a financial advisor at California Financial Advisors with two years of industry experience. He holds the Series 65 designation and previously worked at Praetorian Wealth Management and Nia Impact Advisors. Before entering the financial industry, he spent ten years in full-time education. California Financial Advisors serves individuals, charitable organizations, and businesses by providing investment supervisory services, financial planning, and consulting. The firm’s investment process focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party managers, with portfolios reviewed quarterly and managed according to clients’ objectives and risk tolerance.

Michelle Higgins is a financial advisor at California Financial Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at the Wall Street Journal (Dow Jones) since 2021 and Foothill Securities, Inc. from 2014 to 2016. Outside of advising, she is a business owner and author, with all profits from her book *College Poor No More* donated to college scholarships. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm emphasizes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets.

John Cordano is a financial advisor at California Financial Advisors with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Foothill Securities, Inc. and Maloon, Powers, Pitre & Higgins, LLC, along with over three decades in sales and renewals of fixed annuities, life, and disability insurance. Outside of advisory work, he is involved in insurance sales. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses by providing investment supervisory services, financial planning, and consulting. The firm’s investment approach emphasizes asset allocation, mutual fund and ETF analysis, and due diligence of third-party managers, with portfolios reviewed quarterly and managed according to clients’ objectives and risk tolerance.

Kyle Dennehy is a financial advisor with California Financial Advisors, holding a Series 65 designation and three years of industry experience. His prior work includes roles at KPMG and the University of California, Santa Barbara. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm emphasizes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets through a team of 11 advisors.

Thomas Powers is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with California Financial Advisors and has worked at Foothill Securities, Inc. and Maloon, Powers, Pitre & Higgins LLC, where he has been since 1998. Outside of advising, he is involved in occasional term life insurance sales. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm focuses on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets through a compact advisory team.