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November 26, 2019 By Edward Johnson

Buying Locally and Giving Locally

Maybe your charitable donations should stay in your zip code? For many of us, buying locally matters. We’ve all heard the term and seen the signs: Shop Locally. Eat Locally. But let’s extend that thought for a minute: do you consider giving to your local charities? The fact is we are bombarded with requests from […]

Filed Under: Edward Johnson

November 19, 2019 By Michael Milam

Six Tips To Take Control of Your Financial Health

Similar to taking care of your personal health by proactively incorporating healthy habits and annual checkups, you can also take control of your financial health when you are proactive and engaged in managing your finances. And also like your physical and mental health, your financial health requires an ongoing commitment and focus in order to […]

Filed Under: Mike Milam

November 19, 2019 By Edward Johnson

Seven Steps to Your Financial Future

Sometimes, even highly-compensated individuals may find it difficult to achieve long-term success when it comes to managing their personal finances. Although they may attain a comfortable level of income, their focus may be on career development, rather than on securing their financial future. However, no matter what your income level, consider these seven steps to […]

Filed Under: Edward Johnson

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

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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

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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.

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