0
Skip to Content
California Financial Partners
Our Process
Policies
Resources
Tools
Services
About
Contact
Client Login
California Financial Partners
Our Process
Policies
Resources
Tools
Services
About
Contact
Client Login
Folder: Our Firm
Back
Our Process
Policies
Resources
Tools
Services
About
Contact
Client Login
The Biggest Mistakes in Managing a Portfolio
Harvey Jacobson 1/21/15 Harvey Jacobson 1/21/15

The Biggest Mistakes in Managing a Portfolio

Read More
How NOT to Find Your Financial Advisor
Harvey Jacobson 1/15/13 Harvey Jacobson 1/15/13

How NOT to Find Your Financial Advisor

Read More
The Biggest Mistakes in Estate Planning
Harvey Jacobson 1/31/10 Harvey Jacobson 1/31/10

The Biggest Mistakes in Estate Planning

Read More

Personal, Trustworthy Service from a Dedicated Team

Location

700 N Brand Blvd, Suite 640 Glendale, CA 91203

Contact

info@calfp.com

(818) 550-9955

Check the background of this investment professional on FINRA's BrokerCheck.

The financial consultants at California Financial Partners, Inc. are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. California Financial Partners Inc,, a registered investment advisor, is a fee-based comprehensive financial planning organization and separate entity from LPL Financial.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. If you are in a state we are not currently registered in, we will acquire the appropriate state license so that we may serve you.

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.

LPL Financial Form CRS

Copyright © California Financial Partners, Inc.