Named to Barron’s 2018, 2019, 2020 & 2021
"America's Top 1,200 Advisors: State-by-State" list*

Learn More

Michael D. Allard/CalBay Investments listed as one of
"The FT 400 Top Financial Advisors" **

Learn More

Michael Allard of CalBay Investments named to “Forbes Best-in-State Wealth Advisors”***

Learn More

LPL Top 15 Firm for the past 25 Years*

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.  For more information about LPL Financial, visit www.lpl.com.

 

 

*As reported by Financial Planning magazine, June 1996-202, based on total revenue

Our Methodology

CalBay Investments, Inc. (CBI) is experienced in retirement and income planning providing you with clear financial strategies that seek to help you sustain the lifestyle you desire and the financial goals you define.

Our goal is to deliver honest and comprehensive services tailored to your personal needs through an experienced team, broad resources, independent research, technology and non-proprietary product offerings.
 

Do you know your risk number?

Click the link below to get your personalized risk number and let us build a portfolio that suits your specific risk level.

riskalyze button

 

 

 

LPL Research Midyear Outlook 2020 as presented by Jeremy Olen of our Portfolio Consulting Team.

For additional background on the history of LPL click here.

 

* Barron's “America’s Top 1,200 Financial Advisors: State-by-State” list is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work

** The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

***Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently. Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.’