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California Financial Partners, Inc. Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

California Financial Partners, Inc. operates in the financial services industry and is based in Glendale, California. The firm provides financial planning support for clients by coordinating with their accountants and attorneys to assemble a comprehensive financial plan. It specializes in 401(k) accounts for companies and reports approximately $190 million in advisory assets under management for individuals and organizations, with advisory platforms provided through LPL Financial. The company's consultants are registered representatives with securities offered through LPL Financial, a FINRA/SIPC-member firm. The firm employs 11 to 50 personnel.

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

California Financial Partners, Inc. Global Highlights

Location
Employees

North America
23

Minus sign iconPlus sign icon
  • United States Of America
    23

California Financial Partners, Inc.'s Leadership

  • Stylized image of a person
    C. B.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. A.
    Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S.
    Financial Advisor Assistant
    Phone icon
    Mobile Phone

California Financial Partners, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other
  • Analytics
  • Arts & Design

Contact profiles from California Financial Partners, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. B.
    Owner
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. M.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Apr 17, 2026
  • Stylized image of a person
    L. A.
    Administrative Assistant
    Phone icon
    Mobile Phone
    Feb 27, 2024
  • Stylized image of a person
    L. S.
    Financial Advisor Assistant
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is California Financial Partners, Inc. known for?

Minus sign iconPlus sign iconCalifornia 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 Glendale, California 91203 United States; 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?

Minus sign iconPlus sign iconCalifornia 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?

Minus sign iconPlus sign iconCalifornia Financial Partners, Inc. has approximately 25 employees as of June 2026. These team members are located across 1 continents, including North America.

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

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As of June 2026, California Financial Partners, Inc.'s key employees include:

  • Owner: C. B.
  • Financial Advisor: M. M.
  • Administrative Assistant: L. A.
  • Financial Advisor Assistant: L. S.

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