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The Biggest Mistakes in Managing a Portfolio

By Harvey Jacobson

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 […]

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How NOT to Find Your Financial Advisor

By Harvey Jacobson

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.

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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.

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:
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If you are in a state other than those listed, we will acquire the appropriate state license so that we may serve you.

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