California Financial Advisors

We’re now accepting applications for our 2026 Summer Internship Program! 🌞

Join California Financial Advisors and gain hands-on experience in financial planning or marketing.

Apply at: https://www.calfinad.com/careers

CFA is honored to announce its ranking as 21st in the nation on CNBC’s prestigious (FA100) list for 2025. CFA is proud to have ranked on the FA100 list since inception of the list in 2019. This achievement wouldn’t be possible without our clients and dedicated team.

Read our press release here: https://www.calfinad.com/cfa-cnbc-fa100-2025

Exciting news!!! I am thrilled to announce I have officially passed the CFP® Exam and have received my Certified Financial Planner™ certification. This has been an extremely informative & rewarding 4-year experience. The CFP® certification requires coursework & testing in investment, retirement, tax, insurance, estate planning & fundamentals.

I am so grateful to those who have supported me along the way. A huge thank you to my study partner Kayla Fernandez, I am thankful to have gone through this process with you. I am also extremely grateful for Michelle Perry Higgins, my wonderful mentor who has supported me every step of the way.

I am excited to keep learning and growing in the financial planning field.

CERTIFIED FINANCIAL PLANNER™ Professional • Kayla Rae Fernandez • CERTIFIED FINANCIAL PLANNER™ certification • cHJvZHVjdGlvbjE3NTY0 The recognized standard of excellence for competent and ethical personal financial planning.