Stephen
Ondeck
California Financial Advisors
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About this Advisor
Stephen Ondeck is a financial advisor who works in San Ramon, California with a total of 25 years of industry experience. Ondeck is an employee of California Financial Advisors. Their career trajectory has included roles at Financial Telesis Inc and Maloon, Powers, Pitre & Higgins, LLC. Ondeck maintains a Series 63 license, which qualifies them as a securities broker, and is registered to operate in California. California Financial Advisors is an advisory firm that has its headquarters in San Ramon, CA. It manages $2 billion in total assets among its 3,122 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 3,122 client accounts, just 2% belong to high-net-worth individuals who have more than $1 million in assets available to invest. California Financial Advisors offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial advisory services typically depend on the type of financial services offered. Fees charged by California Financial Advisors can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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California Financial Advisors Brokerage Details
$1,489,945,325
11
3,122
$477,241
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Stephen Ondeck Work History
Stephen has been registered as a financial advisor for 25 years.*
Financial Telesis Inc
Maloon, Powers, Pitre & Higgins, LLC
*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 Stephen Ondeck 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
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
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