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California Financial Partners, Inc

Financial Services

Specialities :
Allocating investments among all asset classes
Estate planning
401k and pension plans-both self and trustee directed
And insurance
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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About California Financial Partners, Inc

What does California financial partners, inc do?+

California Financial Partners has the expertise and knowledge to assist you and your accountant and attorney in order to bring together all the pieces of the financial puzzle to create an overall financial plan for clients. We also specialize in 401k accounts for companies. Currently, our consultants manage approximately 190 million in advisory assets for individuals and companies. Advisory platforms are offered through LPL Financial. The consultants of California Financial Partners Inc are registered representatives with, and securities offered through LPL Financial Member FINRA/SIPC. For a list of state in which I am/we are registered to do business, please visit...

What are California financial partners, inc's specialties? +

Allocating investments among all asset classes,estate planning,401k and pension plans-both self and trustee directed,and insurance

What is California financial partners, inc's industry? +

California financial partners, inc operates in the Financial services industry.

What is California financial partners, inc's revenue? +

California financial partners, inc's revenue is 11m - 100m

What is California financial partners, inc's company size? +

California financial partners, inc has 11 - 50 employees.

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