Investment Vehicles
The financial representatives of California Financial Partners (CalFP) have access to the most up-to-date investment products offered through LPL Financial. LPL Financial is the largest* independent broker dealer in the United States. We have aligned with them since the inception of our company because of their state of the art investment platforms and technology. A partial list of the investment products and platforms currently employed by CalFP are the following:
- Strategic Asset Management Platforms (SAM)
- Brokerage Investment Platforms
- Institutional Money Managers
- Institutional Trading Capabilities
- Personal Wealth Portfolios
- Mutual Funds, Exchange Traded Funds
- Common Stocks
- Municipal Bonds
- Corporate Bonds
- Foreign Bonds
- Preferred Stocks
- U.S. Treasury Bills, Bonds and Notes
- Money Markets
- Certificates of Deposits
- Unit Investment Trusts
- Structured Notes
- Defined Contribution Plans
- Defined Benefit Plans
- 401(k) Investment Platforms
- Non-qualified Deferred Compensation Plans
- IRA and IRA Rollover Plans
- Roth IRAs
- Insurance-Related Products
- Annuities
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
