California Financial Partners

Building Trust Through Expertise & Integrity

Company
Meet the Team
Resources
Login

You are here: Home / Policies

Policies

Below you can find links to our firm fee schedule, privacy policy, disclaimers and copyrights.

Fee Schedule
Privacy Policy
Disclaimers
Copyright

Recent Posts

Beware Scams at Tax Time
Financial Planning and Living Globally
Critical Business Strategies for Entrepreneurs Preparing for Retirement
An Annual Financial ‘To-Do’ List to Help Keep Your Finances on Track
Countdown To Investing in the New Year: 10 Questions To Ask Yourself

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

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, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY.
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.