California Financial Partners

 

  • FinancialPlanning
  • GroupMedical
  • FeeBasedMoneyManagement
  • BusinessPlanning
  • EstatePlanning
  • TaxPlanning
  • InsuranceEvaluation
  • RetirementPlanning

Personal, Trustworthy Service
from a Dedicated Team

At California Financial Partners, we believe in the power of teamwork. Our role is to make sure the advisory team best represents your interests. As financial advisors, we have a wealth of knowledge and experience from both inside and outside the financial planning industry. We’re convinced that understanding your goals and keeping your plan up-to-date is the best way to ensure your financial well-being. We are committed to earning your trust.

Personalized Service

We don’t work with hundreds of clients. We choose to work with a limited number of clients who are well-suited to our way of doing business so we can give them the personal attention they deserve.

You can count on us to reach out at least quarterly, and more often at your request. It’s the best way we know to earn your trust and move your financial life in the direction you seek.

A Team Approach

As firm believers in the value of specialization, we support a team approach to attaining financial health and wealth-building. We create an advisory team to support you, which can consist of accountants, attorneys, bankers, insurance agents, and other disciplines. This team can include your preferred professionals or ours.

No Hidden Fees

Our investment recommendations are based upon strategy, not commissions. We earn no commissions in our fee-based platform and we pay for all trades! We don’t like hidden costs any more than you do. That’s why our fee schedule is disclosed up front. We pay the costs of buying and selling investments through our advisory platform, not by you.

Our Locations

We are headquartered in Glendale, CA. We serve clients nationwide, from San Francisco to New York and Florida.

To learn more about our process, click here.

To learn more about our financial management partners, click here.

Check the background of this firm on FINRA’s BrokerCheck.

 

“Character is much easier kept than recovered.”

—Thomas Paine