Madeline Maloon

I am excited to announce California Financial Advisors has been ranked as 21st in the Nation on CNBC Financial Advisor 100 List. It is an honor to work at a company that prioritizes hard work & dedication to our clients.

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Incredibly honored & excited that California Financial Advisors was ranked #13 in the Nation on CNBC FA100 list!

More information can be found on our press release: https://www.calfinad.com/press

Honored to stand among the nation's elite financial advisory firms for the fifth consecutive year on CNBC's list. This milestone is a testament to our unwavering dedication to financial excellence and client trust. Thank you for making us a part of your financial journey.

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.

I am excited to announce I have completed the CFP® Education requirement! Now it’s time to take the final CFP® exam.

The IRS just announced huge tax inflation adjustments for 2023. Here are some of the highlights.

More information can be found on the IRS website: https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2023