Stephen Masula, EA
    Senior Financial Advisor

      Stephen MasulaCalifornia Financial Partners is extremely pleased to announce its newest addition to its team. Stephen Masula comes to us with over 30 years of experience in the financial services business. Located in Rancho Santa Fe, Steve will add a broader geographic coverage for the firm so that California Financial Partners now covers all parts of the southern region of California. Additionally, Steve brings an extraordinary background in the group health insurance industry to provide in-house expertise in this vitally important area of financial services.

      Stephen Masula is a Certified Financial Planner, Enrolled Agent with the Internal Revenue Service, Licensed Insurance Broker, Real Estate Broker & Series 7 Securities Registered. His background and education make him a valuable resource and trusted advisor to many small & large employer groups.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

      Stephen Masula, Senior Financial Advisor
      858-759-2646

 

 

 

 

       

       

 

 

 

 

 

 

 

 

 

 

 

 

 

 

      Steve Masula is a Financial Advisor with, and securities offered through LPL Financial, Member FINRA/SIPC.

      DO NOT place orders to buy or sell securities via e-mail or voice mail. This and all other time sensitive requests should be placed directly with your Investment Advisor Representative by telephone.

 

 

 

 

 

 

 

 

 

Home   Meet Our Team   Services   Publications   Tools   Testimonials   Contact   Client Login
Resources   Our Process   Investment Vehicles   Fee Schedule   Privacy Policy   Disclaimer   Search

California Financial Partners, Inc. is a fee-based comprehensive financial planning organization.
Securities and Advisory services offered through LPL Financial. A registered investment advisor.
Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site are currently
registered to discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, DC, FL, ID, IL, IN, KY, LA, MD, NJ, NV, NY, OR, TX, UT.
If you are in a state other than those listed, we will acquire the
appropriate state license so that we may serve you.

Copyright © 2009-2011 California Financial Partners, Inc.

California Financial Partners, Inc. 505 N. Brand Blvd., Suite 1470 Glendale, California 91203
Tel: 818-550-9955 Web: www.calfp.com