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Kayla Rae Fernandez

Kayla R. Fernandez

CALIFORNIA FINANCIAL ADVISORS
SAN RAMON, CA 94583
Some features on this profile are disabled
CRD#: 7271695
Kayla Rae Fernandez

Professional summary

Kayla Rae Fernandez, CFP® is a registered financial advisor currently at CALIFORNIA FINANCIAL ADVISORS located in San Ramon, California.

Kayla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kayla has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kayla Rae Fernandez's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2023

Experience

Current

September 28, 2020 - Present

CALIFORNIA FINANCIAL ADVISORS

Office #1: 12657 Alcosta Blvd Suite 470, San Ramon, CA 94583
RIA
CRD#: 110152
SAN RAMON, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CALIFORNIA FINANCIAL ADVISORS
CALIFORNIA FINANCIAL ADVISORS | MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC | MALOON, POWERS, PITRE & HIGGINS, LLC | MALOON POWERS & PITRE LLC

CRD#: 110152 / SEC#: 801-55273

RIA
Registered Investment Advisory firm - (2/18/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/28/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/26/2020
Uniform Investment Adviser Law Examination

Current Firm

CF
CALIFORNIA FINANCIAL ADVISORS
CALIFORNIA FINANCIAL ADVISORS | MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC | MALOON, POWERS, PITRE & HIGGINS, LLC | MALOON POWERS & PITRE LLC

CRD#: 110152 / SEC#: 801-55273

RIA
Registered Investment Advisory firm - (2/18/1998 Approved)
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Contact information

Main Address
12657 Alcosta Blvd Suite 470, San Ramon, CA 94583
Mailing Address
Phone number
(925) 275-1000
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CFA PART 2A -2024 (3/24/2025)

Regulatory assets under management

Total Number of Accounts3,335
AUM (Assets Under Management)$ 2,001,685,989

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CALIFORNIA FINANCIAL ADVISORS

CRD#: 110152San Ramon, CA 94583

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