North Star Financial Partners Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

North Star Financial Partners has a client centered focus in the financial planning profession. We provide a level of personal service to our client which is no longer common in our profession. 

We work with our clients through custom tailored asset management platforms, which are designed for each client's specific needs. Additionally, we work to ensure our client's needs in the areas of insurance analysis and estate planning, retirement planning, and college education funding.

Cambridge Investment Research Advisors, Inc., (Registered Investment Adviser), Cambridge Investment Research, Inc. (Registered Broker/Dealer), or an agent of either may only transact business in a state if first registered, excluded, or exempted from state broker-dealer, investment adviser, broker-dealer agent or Investment Adviser agent registration requirements; follow-up and/or individualized responses to persons in a state by any of the above that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made absent compliance with state broker-dealer, investment adviser, broker-dealer agent or investment adviser agent registration requirements, or an applicable exemption or exclusion.

Investment Advisory Services offered through Investment Advisor Representative's of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.

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