Investment Vehicles

The financial representatives of California Financial Partners (CalFP) have access to the most up-to-date investment products offered through LPL Financial. LPL Financial is the largest* independent broker dealer in the United States. We have affiliated with them since the inception of our company because of their state of the art investment platforms and technology. A partial list of the investment products and platforms currently employed by CalFP are the following:

  • Strategic Asset Management Platforms (SAM)
  • Brokerage Investment Platforms
  • Institutional Money Managers
  • Institutional Trading Capabilities
  • Personal Wealth Portfolios
  • Mutual Funds, Exchange Traded Funds
  • Common Stocks
  • Municipal Bonds
  • Corporate Bonds
  • Foreign Bonds
  • Preferred Stocks
  • U.S. Treasury Bills, Bonds and Notes
  • Money Markets
  • Certificates of Deposits
  • Unit Investment Trusts
  • Structured Notes
  • Defined Contribution Plans
  • Defined Benefit Plans
  • 401(k) Investment Platforms
  • Non-qualified Deferred Compensation Plans
  • IRA and IRA Rollover Plans
  • Roth IRAs
  • Insurance-Related Products
  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Health Insurance

See Also…

*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.