Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Rae Fernandez is an Investment Advisor Representative at California Financial Advisors. Kayla is a Certified Financial Planner and has been in the industry since 2020. Kayla works with individual investors, businesses, and charitable organizations. Kayla's firm has offices in San Ramon, CA and specializes in financial planning and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/28/2020 - Present
California Financial Advisors (SAN RAMON CA)
IA
Issued 09/26/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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