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Financial Confidence
Starts Here

Guidance You Can Trust

Service You Deserve

About Kayla

Kayla Rae Fernandez, CFP® is a Financial Advisor at California Financial Advisors, a nationally recognized firm on CNBC’s FA 100. As a Certified Financial Planner™ practitioner, Kayla is dedicated to guiding clients through every stage of wealth management. She takes the time to understand what matters most to you, creating financial plans tailored to your goals and vision for the future. By offering the guidance and support you need today, she helps ensure you feel confident and prepared for tomorrow. Kayla works with individuals and families from all backgrounds, helping them achieve long-term success and peace of mind.​

Kayla Rae Fernandez, CFP Financial Advisor

Benefits & Services

Retirement Plans

Savings Into Security

Retirement planning is designed to align savings, income needs, efficiency, and long-term goals, creating a secure path to and through retirement. 

Tailored Financial Plans

Your Goals, Your Plan

Receive a personalized financial plan that caters to your unique goals and aspirations. Clients feel supported today and well-prepared for tomorrow.

Curated Portfolios

Portfolios Built Around You

No two clients are the same and neither are their portfolios. Each is carefully designed to align with your goals, risk tolerance and tax strategy.

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This website is not an offer to buy or sell any securities or securities product or to participate in any specific investment strategy.  There is no guarantee that any investment strategy will generate a profit or even a loss.  Investing in the securities markets involves risk, including loss of principal. Examples on this website are for informational purposes only. All recommendations will vary by client and should be discussed with an individual financial adviser before action is taken. The examples on this website are sample recommendations only and may not apply to your individual financial needs.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.”
 

The 2024 CNBC FA 100 ranking was published on October 2, 2024. The methodology used for this ranking can be found here. Financial advisory firms, including CFA, did not pay any compensation to be considered for this ranking. CNBC requires firms to pay a licensing fee for the use of the CNBC FA 100 logo in marketing materials.

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