Madeline Maloon
Madeline Maloon is a financial planning executive at California Financial Advisors in San Ramon, CA.
10/14/2025
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.
12/24/2024
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10/11/2024
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
09/12/2023
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.
08/18/2023
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.
To celebrate Women’s History Month, I am giving my top tips for women saving for retirement.
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2303 Camino Ramon, Suite 250
San Ramon, CA
94583