WE HELP SUPPORT YOUR FINANCIAL FUTURE
our advisory team
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Michael Milam, CPA, MAcc
CEO and President
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David Barr, CFP®
Financial Advisor
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Samuel Croucher, CFA, CFP®
Investment Specialist / Financial Advisor
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Michael C. Frazier
Financial Advisor
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Robert Gillard ii, CFP®, CPWA®, CIMA®
Financial Advisor
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Simon Hobbs
Financial Advisor
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Christian Johnson, CFP®
Director of Operations / Financial Advisor
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Edward johnson, CFP®, CLU
Financial Advisor
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Scott Wedgbury, CFP®
Financial Advisor
our service team
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Diana Daoheuang, MBA
Director of Marketing
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Maria Nevarez
Operations Manager
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Sarah Wong
LPL Registered Administrative Associate
Personalized Service
We intentionally partner with a select community of clients whose goals and values align with our approach. This allows us to offer thoughtful, individualized attention and ongoing collaboration.
We connect with our clients regularly, at least quarterly and more often as needed, to stay aligned with their evolving priorities. Our goal is to provide proactive communication and help keep your financial plan on track toward your objectives.
team approach
We believe that thoughtful collaboration leads to stronger outcomes. That’s why we take a team approach to pursuing financial well-being and long-term confidence.
When appropriate, we help coordinate an advisory team to support your broader financial picture. This may include accountants, attorneys, bankers, insurance professionals, and others. This team can include your existing advisors or our trusted professional partners.
LPL Financial and California Financial Partners, Inc. do not provide tax or legal advice.
no hidden fees
Our investment recommendations are based upon strategy, not commissions. We earn no commissions in our fee-based platform and we pay for all trades! We don’t like hidden costs any more than you do. That’s why our fee schedule is disclosed up front. We pay the costs of buying and selling investments through our advisory platform, not by you.
Our Services
Our comprehensive financial planning services are designed to help you pursue your long-term objectives with clarity and confidence. We offer thoughtful guidance and a coordinated approach tailored to your distinct financial circumstances.
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Effective tax planning plays a vital role in supporting the financial goals of high-net-worth individuals, families, and business owners. Our collaborative process evaluates your situation to develop tax-aware strategies aligned with your broader financial plan. By integrating tax-efficient investments and retirement planning considerations, we help identify opportunities that may enhance your overall financial picture.
LPL Financial and California Financial Partners, Inc. do not provide tax or legal advice.
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We help individuals and families navigate the complexities of estate and legacy planning. Our role is to coordinate strategies that align with your intentions for wealth transfer, philanthropy, and asset protection while considering applicable tax implications. From establishing trusts to designating beneficiaries, we help ensure your plans reflect your priorities today and adapt as life evolves.
LPL Financial and California Financial Partners, Inc. do not provide tax or legal advice.
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Risk management is an essential component of every comprehensive financial plan. By understanding each client’s unique goals and tolerance for risk, we help integrate strategies designed to manage uncertainty across areas such as investments, tax planning, and estate design. Our holistic approach seeks to help preserve your financial foundation and provide confidence through changing market and life conditions.
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For business owners, succession planning is a key step in connecting personal and professional goals. We work alongside you to help design strategies that support a smooth transition, whether your objective is retirement, sale, or family succession. Our process considers valuation, tax, and estate implications, helping you translate the value of your business into a lasting legacy for future generations.
LPL Financial and California Financial Partners, Inc. do not provide tax or legal advice.
Serve First and let the pay take care of itself
Since day one, over 20 years ago, the sole focus at California Financial Partners has been serving first and doing what’s right for our clients. This attitude permeates all we do starting from our first meeting with a new client, to our latest quarterly meeting with a long-standing client and their family.
Contact Us
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