California Financial Partners

Building Trust Through Expertise & Integrity

  • Company
    • Our Process
      • Components of a Financial Plan
      • Investment Vehicles
      • Your Total Wealth Management Solution
    • Policies
    • Contact
  • Meet the Team
  • Resources
    • LPL Resources
    • LPL Podcasts
    • Outlook Videos
    • CalFP Blog
  • Login

June 7, 2019 By Harvey Jacobson

The Biggest Mistakes in Managing a Portfolio

The Biggest Mistakes in Managing a Portfolio

Now that we have gone through one of the most serious financial crisis in our country’s history, certain lessons should have been learned by anyone who had money invested in the financial markets prior to October 2007 when the Dow Jones Industrial Average (DJIA) hit a high of 14,093. Exactly one year later, the DJIA […]

Filed Under: Edward Johnson, Mike Milam, The Biggest Mistakes in Financial Planning Series

June 7, 2019 By Harvey Jacobson

How NOT to Find Your Financial Advisor

How NOT to Find Your Financial Advisor

Here are various examples of how easy it can be to start on a road that could cost you a lot of grief and money.

Filed Under: Edward Johnson, Mike Milam, The Biggest Mistakes in Financial Planning Series

May 10, 2019 By Harvey Jacobson

The Biggest Mistakes in Estate Planning

The Biggest Mistakes in Estate Planning

Many people believe that estate planning is only for high net worth families. This is a common misconception and potentially dangerous for any family.

Filed Under: Edward Johnson, Mike Milam, The Biggest Mistakes in Financial Planning Series

Recent Posts

  • Key Considerations as You Start Receiving Social Security Benefits
  • Key Considerations as You Start Receiving Social Security Benefits
  • Tips for Growing (and Preserving) Your Family Business
  • Tips for Growing (and Preserving) Your Family Business
  • All online, all the time? Technology brings new benefits to hiring a property manager.

Categories

  • Edward Johnson
  • Mike Milam
  • The Biggest Mistakes in Financial Planning Series
  • Uncategorized

Glendale, CA Office

California Financial Partners, Inc.
700 N. Brand Blvd.
Suite 640
Glendale, California 91203
Tel: 818-550-9955

Upland, CA Office

California Financial Partners, Inc.
655B N. Mountain Ave,
Upland, California 91786
Tel: 909-296-6600

  • Home
  • Meet the Team
  • Our Process
  • Publications
  • Tools
  • Login
  • Policies
  • Fee Schedule
  • Privacy Policy
  • Disclaimers
  • Strategic Partners
  • Contact

California Financial Partners, Inc., A Registered Investment Advisor, is a fee-based comprehensive financial planning organization. Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site are currently registered to discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, DC, FL, ID, IL, IN, KY, LA, MD, NJ, NV, NY, OR, TX, UT.
If you are in a state other than those listed, we will acquire the appropriate state license so that we may serve you.

Copyright © California Financial Partners, Inc.