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From back: H. Scott Wedgbury, Senior Financial Advisor,
Edward Johnson, Financial Advisor, Richard Crean, Senior Financial Advisor,
Front: Stephanie L. Guerra, Branch Operations Manager,
Harvey Jacobson, President and CEO.
The associates of California Financial Partners have built trust with clients over the years through expertise and integrity. As Financial Advisors, we have a wealth of knowledge and experience from both inside and outside the financial planning industry. Founded in January, 2001, California Financial Partners began with an idea to create a company where associates could work together on behalf of clients. In essence we are “partners” and our clients are in “partnership” with us. We all share a common purpose. As a result of working together we all benefit. We are determined to make this client/consultant relationship unique.
California Financial Partners is Personalized Service
Our team of financial advisors does not have hundreds and hundreds of clients whose sole contact with their advisor is a meaningless newsletter and a birthday card. As a client, you are a member of a select group, where ongoing client meetings are the means for us to have meaningful contact with you. We meet every ninety (90) days, or more frequently, if requested and deemed appropriate. An analysis of the portfolio is provided and recommendations are made to the client at each meeting.
Our Financial Planning Services Offer Full Disclosure
Our advisory fees are disclosed up front, and our contract is explicit with what services are provided. No hidden fees – no surprises. All transaction costs (buying and selling investments within our advisory platform) are paid by the associates of California Financial Partners, and not by the client. See details of the California Financial Partners fee schedule.
We Help Coordinate Your Existing Advisory Team
We know that clients have existing advisor relationships. We also know that most advisors work with their clients in isolation rather than as a member of an advisory team. This is true in all fields: legal, tax, banking, investments, insurance, actuarial, etc. As a result, our focus initially is to coordinate the efforts of the advisory team. In this way, clients can maximize their resources and utilize their capital effectively.
Serving Clients From Many Cities in the United States
Although based in Glendale, CA, California Financial Partners has valued clients from many cities including Los Angeles, Beverly Hills, New York, Rochester, Chicago, Washington, D.C., San Jose, San Francisco, San Diego, Coeur d'Alene, Captiva Island, West Palm Beach, Naples and many other cities.
Highly Effective Process
The associates of California Financial Partners have invested time and resources over many years in developing a process that will help uncover strategies for your specific financial goals. Whether we are planning your estate, retirement, investment portfolio, business succession, or fringe benefit plans, it takes an organization like ours, with our strategic partners, to help deliver the results that you are looking for. We believe that your investment in us will finally help you on the road toward prosperity. Let’s embark on that journey together.
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Click Here for
recently-published articles by Harvey Jacobson in the Los Angeles Daily News
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“Harvey Jacobson and his associates at California Financial Partners changed my life.”
—Carolyn Ruis
Claremont, California
“His guidance got us through the most recent financial crisis.”
—Michelle Morgan, President,
Signature Travel Network,
Marina del Rey, CA
“Through the good times and the difficult ones, he has always put me and my family first.”
—Ben Elyashar,
Entrepreneur and Investor,
Pacific Palisades, CA
More Testimonials
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“Integrity is the foundation upon which all other values are built.”
—Brian Tracy
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