California Financial Partners, Inc.

Christian Johnson is a CFP® with 14 years of industry experience, currently serving at California Financial Partners, Inc. He has been affiliated with both California Financial Partners and LPL Financial LLC since 2011. Outside of his advisory role, he is involved with CASL Financial, Inc., a non-investment-related business entity. California Financial Partners provides financial planning and consulting services to individuals, high-net-worth households, business entities, and pension and profit-sharing plans. The firm focuses on financial statement and cash-flow analysis, retirement and estate planning, tax and insurance reviews, and related implementation support, without managing client assets or acting as a discretionary portfolio manager.

Michael Milam is a financial advisor with California Financial Partners, Inc. He holds a Series 66 designation and has 24 years of experience in the industry. Milam has worked at LPL Financial since 2001 and is also involved with Milam, Knecht & Co., LLP, a firm providing tax preparation and accounting services. He is engaged in marketing consulting through Milam and Knecht Management Services, Inc. California Financial Partners provides financial planning and consulting services to individuals, high-net-worth households, business entities, and pension and profit-sharing plans. The firm focuses on financial statement and cash-flow analysis, retirement and estate planning, tax and insurance reviews, and related implementation support, without managing client assets or acting as a discretionary portfolio manager.

Robert Gillard is a CFP® professional with 27 years of experience in the financial services industry. He has worked at California Financial Partners, Inc. since 2014 and holds licenses including Series 63 and Series 65. He also serves as a notary public outside of his advisory role. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension or profit-sharing plans, primarily on an hourly or fixed-fee basis. The firm uses fundamental analysis and third-party sources for investment analysis and maintains a referral relationship with an accounting firm.

Samuel Croucher is a CFP® professional with six years of industry experience, currently serving as a financial advisor at California Financial Partners, Inc. He has worked at both California Financial Partners and LPL Financial LLC during his career. Croucher also provides financial planning and consulting services through California Financial Partners, an independent investment advisor firm. California Financial Partners offers financial planning and consulting to individuals, high-net-worth households, business entities, and pension and profit-sharing plans. The firm focuses on financial statement and cash-flow analysis, retirement and estate planning, tax and insurance reviews, and related implementation support without managing client assets or acting as a discretionary portfolio manager.

David Barr is a CFP® with four years of industry experience, currently serving as an advisor at California Financial Partners, Inc. He previously worked at LPL Financial, LLC, and has experience outside finance including ongoing involvement with Rancho Grande Cantina. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension or profit-sharing plans, focusing on hourly or fixed-fee financial planning rather than asset management. The firm’s process includes comprehensive financial assessment and goal-setting, utilizing fundamental investment analysis and third-party resources.

Simon Hobbs is a financial advisor at California Financial Partners, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining California Financial Partners in 2019, he was affiliated with LPL Financial starting in 2018 and operated Silver Ring Productions LLC for a year. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension or profit-sharing plans, focusing on hourly or fixed-fee engagements without managing client assets. The firm’s planning process includes thorough financial assessments and investment analysis using fundamental research and third-party sources.

Harley Wedgbury is a CFP® with 25 years of experience in the financial industry, currently affiliated with LPL Financial and California Financial Partners, Inc. He has maintained his roles at both firms since 2001. Wedgbury is also involved in non-variable insurance activities in Glendale, CA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and various delivery platforms tailored to client needs.

Edward Johnson is a CFP® with 33 years of experience, currently affiliated with LPL Financial and California Financial Partners, Inc. in Glendale, CA, where he has worked since 2004. He holds Series 63 and Series 65 licenses. Johnson is also involved with GR8PLAN, LLC, a business entity related to tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Frazier is a financial advisor with California Financial Partners, Inc. He holds Series 65 and Series 66 licenses and has six years of industry experience. His prior roles include positions at LPL Financial, BNY Mellon Wealth Management, and City National Bank. California Financial Partners provides financial planning and consulting services to individuals, high-net-worth households, businesses, and pension and profit-sharing plans. The firm focuses on financial statement and cash-flow analysis, retirement and estate planning, tax and insurance reviews, and related implementation support, without managing client assets or acting as a discretionary portfolio manager.