Who we are
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 in seeking to ensure your financial well-being. We are committed to earning your trust.
Formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger, LPL was designed as an alternative to traditional Wall Street firms.
They have been in business for over 30 years, and currently support more than 7 million client accounts, with over $1.82 trillion* in assets custodied. LPL provides the security and stability for our practice—and assurance for you that your accounts are in good hands.
We believe that a better investment experience begins with independent, personalized advice. With LPL, we have the freedom to focus solely on your objectives and financial goals.
*As of 3/20/25