California Financial Partners Financial Advisors Glendale, CA

    Testimonials and Reviews

      “Harvey Jacobson and his associates at California Financial Partners changed my life. As a result of an insurance settlement and an inheritance, I hired Harvey to assist me with my new found wealth. He helped guide me through the purchase of a new home, remodeling, and a new lifestyle that I could not have imagined before I met him. During the last eight months, he has helped me understand what was happening during the financial crisis, and above all, has helped to preserve my principal and provide me with a real sense of stability. He has been a great comfort to me and my family.”

      —Carolyn Ruis
      Claremont, California

      “Having been in practice as a CPA for over 25 years, I have been approached many times by investment and insurance people, wanting me to refer business to them. However, the only people that I am comfortable working with are the associates at California Financial Partners. Their expertise in estate planning and portfolio management combined with their integrity to do what’s right for the client, makes them ideal in providing the level of comprehensive service that are clients demand. Over the last 10 years, our clients have truly benefited from our partnership.”

      —Michael Milam, CPA
      www.weaddvalue.com

      “I was introduced to the associates at California Financial Partners (CalFP) as a result of the estate work that they did for the DesCombes family estate. Their comprehensive approach, including inter-generational planning and attention to all details, saved our family’s estate a significant amount of taxes. Today, our immediate family is a client and we are pleased to avail ourselves of what we consider the best financial services available. Not only do they provide excellent counsel, but they are always responsive to our many questions and needs.”

      —Gordon B. DesCombes
      Coto de Caza, CA

      “We have known Ed Johnson since 1991 and have always appreciated his forthrightness and honesty as we have dealt with our insurance and investment needs over the years. He has helped us greatly as our growing company had more financial needs. Those needs included implementing a qualified plan that benefited us as owners and the employees. Having been stalemated for several years on our buy/sell agreement and our trusts, the associates at California Financial Partners brought creativity and closure to the process in working closely with our attorney. We have every confidence that Ed will continue to put our interests first as clients with ever changing needs.”

      —Raymond E. Bence, Business Owner
      RBJ Software, Inc.

      These are the views of individual brokerage clients of Harvey Jacobson and his associates. Their views may not be representative of the views of other clients and not indicative of future performance or success.

       

Honest Financial Advisors,
Experienced Financial Advisors

Building trust through expertise and integrity for your investments, financial services and estate planning. California Financial Partners offers honest investment management, estate planning and money management services. Below please read reviews and testimonials from our satisfied brokerage clients who have used our services and investment strategies for financial guidance in their lives. If you are looking for tax planning, portfolio management, retirement planning, or business continuity, our certified financial planners and financial consultants are here to give you the best investment advice. If you need business succession planning, strategies for wills and trusts, fringe benefits, or insurance evaluation you will find the support you need by our honest financial advisors. You will receive the best financial services from dynamic financial planners. SIC Code: 6282 NAICS: 523930 investment advice. Top Financial Planning Consultants.

 

 

 

 

 

 

     

    We Serve Clients from Many Cities in Southern California as Well as From Across The United States

    California Financial Partners serves clients from many cities in Southern California including Los Angeles County, the San Fernando Valley, The South Bay Area, the Inland Empire, Orange County and Riverside County. Glendale, 91201, 91202, 91203, 91204, 91205, 91206, 91207, 91208 Los Angeles, 90067, 90077, 90049, Beverly Hills, 90210, 90211, 90212, Hancock Park, Pasadena, 91101, 91103, 91104, 91105, 91106, 91107, 91108 San marino, 91108 Rancho Palos Verdes, 90275, Manhattan Beach, 90266, Redondo Beach, 90277, 90278, Hermosa Beach, 90254, Balboa Island, CA, Newport Beach, CA 92662, Silver Lake, 90026, 95666 Bel Air, Rancho Cucamonga, 91701, 91730, 91737, 91739, Upland, 91784, 91786, Ontario, 91710, 91758, 91761, 91762, 91764 La Canada Flintridge,91011, La Crescenta, 91214, Beverly Glen, Pacific Palisades, 90272, Brentwood, Westwood, Calabasas, 91301, 91302, Sherman Oaks, 91401, 91403, 91411, 91413, 91423, Hollywood, Santa Monica, 90401, 90402, 90403, 90404, 90405, Encino, 91316, 91436, Westlake Village, 91361, 91362, Hidden Hills, 91302, Malibu, 90263, 90265, Topanga, 90290, Anaheim, CA 92808 818, 714, 323, 310, 619, 747, 424, 213, 562, 657, 949, 760, 909, 626, 805, 661, 951

    Our Southern California office caters to people in the San Gabriel Valley and Inland Empire areas. These cities include Adelanto 92301, Apple Valley 92307, 92308, Banning 92220, Barstow 92310, 92311, 92312, Beaumont 92223, Big Bear Lake 92315, Blythe 92225, 92280, Calimesa 92320, Canyon Lake 92587, Cathedral City 92234, Chino 91708, 91710, Chino Hills 91709, Claremont 91711, Coachella 92236, Colton 92324, Corona 92879, 92880, 92881, 92882, 92883, Crafton, Desert Hot Springs 92240, 92241, Fontana 92335, 92336, 92337, Grand Terrace 92313, 92324, Hemet 92543, 92545, 92546, Hesperia 92344, 92345, Highland 92346, Indian Wells, 92210, Indio 92201, 92203, Joshua Tree 92252, Lake Arrowhead 92352, Lake Elsinore 92530, 92532, La Quinta 92253, Loma Linda 92350, 92354, 92357, Montclair 91710, 9172, 91763, Moreno Valley 92551, 92553, 92555, 92557, Murrieta 92562, 92563, Norco 92860, Ontario 91710, 91858, 91761, 91762, 91764, Palm Desert 92210, 92211, 92260, Palm Springs 92262, 92264, Perris 92570, 92571, Pomona 91765, 91766, 91767, 91768, Rancho Cucamonga 91701, 91730, 91737, 91739, Rancho Mirage 92270, Redlands 92373, 92374, Rialto 92376, 92377, Riverside 92501, 92503, 92504, 92505, 92506, 92507, 92508, 92509, 92518, Running Springs 92382, San Bernardino 92404, San Dimas 91773, San Jacinto 92582, 92583, Temecula, 92590, 92591, 92592, Twentynine Palms 92277, 92278, Upland 91784, 91786, Victorville 92392, Wildomar 92595, Yucaipa 92399, Yucca Valley 92284, 92285, Alhambra 91801, Altadena 91001, Arcadia 91006, 91007, Azusa 91702, Baldwin Park 91706, Bradbury 91008, 91010, Claremont 91711, Covina 91722, 91723, 91724, Diamond Bar 91765, Duarte 91010, El Monte 91732, Glendora 91740, 91741, Haciendia Heights 91745, City of Industry 91744, Irwindale 91706, La Canada Flintridge 91011, La Puente 91744, La Verne 91750, Monrovia 91016, Monterey Park 91754, 91755, Pasadena, 91101, 91103, 91104, Rosemead 91770, Rowland Heights 91748, San Gabriel 91775, 91776, San Marino 91108, Sierra Madre 91024, South El Monte 91733, South Pasadena 91030, Temple City 91780, Walnut 91789, West Covina 91791.

    California Financial Partners is currently licensed 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. These states represent many cities across the United States, including:

    New York, NY 10104, 10112, 10004, 10153, 10167, 10158, 10111, 10151, 10100, 10175, 10166, 10286, 10169, 10055, 10165, 10110, 10105, 10020, 10155, 10106, 10152, 10154, 10271, San Jose, CA 95120, 95135, 95129, 95125, Jupiter Island, FL 33455, Aspen, CO 81611, Sea Island, GA 31561, Palm Beach, FL 33480, Center Island, NY 11771, Mountain Village, CO 81435, Hillsborough, CA, 94010, Rancho Santa Fe, CA 92067, Brookville, NY 11545, Ross, CA 94957, Near North Side, Chicago, IL 60610, 60611, 60614, 60657, Purchase, NY 10577, Atherton, CA 94027, Diablo, CA 94528, Portola Valley, CA 94028, Beacon Hill, Boston, MA 02114, Montecito, CA 93108, Los Altos, CA 94024, Hanalei, HI 96714, River Oaks, TX 77019, Belvedere Tiburon, CA 94920, Pebble Beach, CA 93953, Corona Del Mar, CA 92625, San Francisco, CA 94123, 94114, 94118, 94127, 94133, 94121, 94115, 94117, 94122, 94131, San Diego, CA 92130, Virginia Beach, VA 23454, Coeur d’Alene, ID 84814, 83815, Seattle, WA 98121, Miami Beach, FL 33109, Jersey City, NJ 07399, Pensacola, FL 32581, Mill Neck, NY 11765, Gillett, TX 78116, Medina, WA 98039, New Brunswick, NJ 08933, Hartford, CT 06156, Far Hills, NJ 07931, Greenwich, CT 06831, Ross, CA 94957, Atherton, CA 94027, White Plains, NY 10650, Houston, TX 77219, Alpine, NJ 07620, New Canaan, CT 06840, New Orleans, LA 70161, Darien, CT 06820, Short Hills, NJ 07078, Old Westbury, NY 11568, Pittsburgh, PA 15272, Oakland, CA 94661, Glenview, KY 40025, Akron, OH 44316, East Hampton, NY 11937, Henderson, NV 89011, Kenilworth, IL 60043, Omaha, NE 68131, Redwood City, CA 94065, Bentonville, AR 72712, Fort Worth, TX 76132, Jackson, WY 83001, Wichita, KS 67230, Austin, TX 78746, 78733, Las Vegas, 89134, Hunts Point, WA 98039 St Louis, MO 63103, Atlanta, GA 30305,30327, Tulsa, OK 74137, McLean, VA 22101, 22102 Bedminster, NJ 07921, Arlington, VA 22207, Westchester County, NY, Chappaqua, NY 10514, Briarcliff Manor, NY 10510, Katonah, NY 10536, Armonk, NY 10504, Beaverton, OR 97007, Cary, NC 27511, 27513, Denver, CO, Cherry Hills Village, Colorado 80113, Far Hills, NJ 07931, Somerset County, NJ, Bernardsville, NJ 07924, Peapack, NJ 07977, Gladstone, NJ 07934, East Setauket, NY 11733, Oklahoma City, OK, 73142, 73116, 73106, Wayzata, MN 55391, Minneapolis, MN 55405, 55416, 55403, 55404, Bloomfield Hills, MI 48302, Bal Harbour, FL 33154, Washington, DC 20008, 20007, 20036, Bloomington, IN 47401, Eau Claire, WI 54701, San Mateo, CA 94402, Wilmette, IL 60091, Sun Valley, ID 83353, Lexington, KY 40513, 40510, 40511, 40502, 40516, Woodside, CA 94062, Missoula, MT 59802, Hollis, NH 03049, Ada, MI 43901, Marin County, CA, Belvedere, CA 94920, Mill Valley, CA 94941, Sausalito, CA 94965, Tiburon, CA 94920, Marco Island, FL 34145, Oyster Bay, NY 11771, Hilton Head Island, SC 29926 Palm Springs, CA 92264 92262 212, 315, 347, 516, 518, 585, 607, 631, 646, 716, 718, 845, 914, 917, 772, 970, 912, 561, 516, 650, 415, 312, 914, 650, 925, 617, 808, 713, 831, 510, 925, 757, 206, 305, 201, 850, 830, 425, 732, 860, 908, 203, 845, 504, 973, 412, 502, 330, 702, 847, 402, 479, 817, 307, 316, 512, 314, 404, 678, 770, 918, 703, 540, 571, 503, 919, 303, 405, 580, 469, 972, 952, 612, 651, 763, 248, 812, 715, 815, 224, 779, 208, 859, 606, 406, 603, 740, 614, 239, 843.

 

 

 

 

 

 

 

 

 

 

 

 

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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 © 2009-2010 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

Last updated Monday, February 01, 2010