California Financial Partners, Inc. Employee Directory

Q: What is California Financial Partners, Inc. known for?

California Financial Partners, Inc. was founded in 2001. California Financial Partners, Inc. operates in the Financial Services industry.

Financial ServicesCalifornia, United States11-50 Employees

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

Find California Financial Partners, Inc. employees' phone numbers or email addresses

California Financial Partners, Inc. Global Highlights

North America
23

United States Of America
23

California Financial Partners, Inc.'s Leadership

C. B.
Owner
Mobile Phone
Email
L. S.
Financial Advisor Assistant
Mobile Phone
Email

Contact profiles from California Financial Partners, Inc.

Name

Title

Contact Info

Location

Last Update

C. B.
Owner
Mobile Phone
Email
Oct 23, 2024
L. S.
Financial Advisor Assistant
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is California Financial Partners, Inc. known for?

California Financial Partners, Inc. was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 505 North Brand Boulevard, Suite 1470; you can contact the main corporate office by phone at

+1-818-539-****

. Explore California Financial Partners, Inc.'s company overview page for more information.

What is California Financial Partners, Inc.'s most common email format?

California Financial Partners, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more California Financial Partners, Inc. email formats with LeadIQ.

How many employees does California Financial Partners, Inc. have currently?

California Financial Partners, Inc. has approximately 24 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are California Financial Partners, Inc.'s key employees and leadership?

As of December 2025, California Financial Partners, Inc.'s key employees include:

Owner: C. B.
Financial Advisor Assistant: L. S.

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