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Gabriella Marie Stamps

Investment adviser representative at California Financial Advisors
10 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

10 years in the industry.

  1. California Financial AdvisorsJul 2024 to now
  2. Moe'sNov 2023 to Apr 2024
  3. America ReadsAug 2023 to Dec 2023
  4. Bay ClubJun 2023 to Aug 2023
  5. Point Loma Nazarene UniversityAug 2022 to May 2026
  6. Acadia Veterinary ClinicJun 2022 to Aug 2022
  7. The BasinAug 2021 to Dec 2021
  8. JccMay 2021 to Aug 2021
  9. Leigh High SchoolAug 2019 to Jun 2022
  10. Acadia Veterinary ClinicOct 2018 to May 2021
  11. Leland High SchoolAug 2018 to Aug 2019
  12. Dartmouth Middle SchoolAug 2016 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8307717
Firm CRD
110152
Advisor's SEC record (opens in a new tab)
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