Founded in 1999, California Capital Management, Inc. is an independent, fee-only Registered Investment Adviser (RIA) firm based in Fresno, California. The company operates under a fiduciary standard, meaning it is legally obligated to act in the best interests of its clients. Its core services include comprehensive financial planning, discretionary investment management, retirement planning, and estate planning, tailored to individuals, families, and trusts.

Founded in

United States