California Capital Management is a hybrid RIA. As an experienced and qualified successor, we alleviate the major pain points a seller associates with stepping away from their business.
Our firm has been actively purchasing practices for several years. Our client retention is stellar, and we have clean compliance records. For us, of utmost importance is making the transition from current to new advisor as smooth a transition as possible - for the current advisor as well as their clients. We are a very systematic team and have proven processes in place to complete a successful client transition.