California Financial Partners has the expertise and knowledge to assist you and your accountant and attorney in order to bring together all the pieces of the financial puzzle to create an overall financial plan for clients. We also specialize in 401k accounts for companies. Currently, our consultants manage approximately 190 million in advisory assets for individuals and companies. Advisory platforms are offered through LPL Financial. The consultants of California Financial Partners Inc are registered representatives with, and securities offered through LPL Financial Member FINRA/SIPC. For a list of state in which I am/we are registered to do business, please visit www.calfp.com. www.finra.org www.sipc.org
View Top Employees from California Financial Partners, Inc.| Website | http://www.calfp.com |
| Revenue | $1 million |
| Employees | 21 (14 on RocketReach) |
| Founded | 2001 |
| Address | 505 N Brand Blvd Suite 1470, Glendale, California 91203, US |
| Phone | (818) 550-9955 |
| Fax | (818) 550-9155 |
| Technologies |
JavaScript,
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| Industry | Financial Services, Finance General, Finance |
| Web Rank | 27 Million |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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California Financial Partners, Inc. Questions
The California Financial Partners, Inc. annual revenue was $1 million in 2024.
14 people are employed at California Financial Partners, Inc..
California Financial Partners, Inc. is based in Glendale, California.
The NAICS codes for California Financial Partners, Inc. are [5239, 52393, 52, 523].
The SIC codes for California Financial Partners, Inc. are [628, 62].
Top California Financial Partners, Inc. Employees
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ViewStephanie Crean
Wealth Advisor at California Financial Partners, Inc.
Claremont, California, United States22 -
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Edward Johnson
Certified Financial Planner, CFP, CLU at California Financial Partners, Inc.
Glendale, CA, US5+5+ -
35+
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Scott Wedgbury
Certified Financial Planner(R) at California Financial Partners, Inc.
Pasadena, CA, US35+ -
45+
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