John
Cordano

California Financial Advisors

CRD#2294724
Investment Advisor
in San Ramon, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Cordano is a chartered financial consultant based out of San Ramon, California with 25 years of relevant experience. Cordano is an employee of California Financial Advisors. During their career, the advisor has held roles at Sales & Renewals Of Fixed Annuities, Life & Disability Ins, Financial Telesis Inc, Maloon, Powers, Pitre & Higgins, LLC and Foothill Securities, Inc. Cordano maintains a Series 63 license, qualifying them as a securities broker, and can work in California and Texas. California Financial Advisors is a financial advisory company that has its headquarters in San Ramon, CA. It controls $2 billion in total assets across its 3,122 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves one charitable organizations. Of its 3,122 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial management fees typically vary depending on the financial services provided. Fee types charged by California Financial Advisors likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2303 Camino Ramon Suite 250
San Ramon, CA 94583

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

California Financial Advisors Brokerage Details

Total Assets Under Management

$1,489,945,325

CA Average: $7,578,581,321
Total Number of Employees

11

CA Average: 43
Total Number of Accounts

3,122

CA Average: 3,727
Average Account Size

$477,241

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

John Cordano Work History

John has been registered as a financial advisor for 25 years.*

1998 - Present (26 years)

Maloon, Powers, Pitre & Higgins, LLC

1992 - Present (32 years)

Sales & Renewals Of Fixed Annuities, Life & Disability Ins

2014 - 2016 (2 years)

Foothill Securities, Inc

1998 - 2014 (16 years)

Financial Telesis Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Cordano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at California Financial Advisors

Kyle Dennehy
San Ramon, CA
Kayla Fernandez
San Ramon, CA
Madeline Maloon
San Ramon, CA
Ryan Dennehy
San Ramon, CA
Jonathan Becker
San Ramon, CA
Raymond Tan
San Ramon, CA
Michelle Higgins
San Ramon, CA
Stephen Ondeck
San Ramon, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started