The California Financial Partners, Inc. team consists of a diverse and experienced multidisciplinary community of financial professionals who come together to design a customized, in-depth, and evolving financial strategy to achieve your goals.

We utilize a team-based comprehensive approach to financial planning and strategic wealth management services that is uniquely tailored to you.

We emphasize transparency, confidentiality, and client trust and satisfaction. We are committed to strengthening your financial well-being.

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Check the background of these investment professionals on FINRA’s BrokerCheck.

A man who works with his hands is a laborer; a man who works with his hands and brain is a craftsman; but a man who works with his hands and his brain and his heart is an artist.

— Louis Nizer