Sean Michael Maloon
Investment adviser representative at California Financial Advisors
13 yearsExperience
1 stateRegistered in
$2.3BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- California Financial AdvisorsJul 2023 to now
- Indus Growth FundJan 2023 to Jun 2023
- California Financial AdvisorsJul 2022 to Aug 2022
- Friday Night LightsSep 2020 to Jun 2023
- California Polytechnic UniversitySep 2018 to Jun 2023
- Monte VistaAug 2013 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
California Financial Advisors
Legal name: Maloon, Powers, Pitre, Higgins & Dennehy, LLC
$2.3BAssets managed
1,525Clients
15Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8070135
- Firm CRD
- 110152