A complete list of active advisors currently associated with California Financial Partners, Inc.

Warmer can help you find a great advisor at California Financial Partners, Inc. or one who fits your needs even better.

The firm provides financial planning and consulting to individuals (including trusts, estates, 401(k) accounts and IRAs), business entities, and pension and profit‑sharing plans, covering cash‑flow, retirement, tax, insurance and estate planning. The Adviser does not manage client assets or provide discretionary portfolio management. Engagements follow a structured planning process—defining the relationship, gathering client data and goals, analyzing financial status, presenting recommendations, and monitoring implementation—and the Adviser uses fundamental analysis and public research sources when evaluating investments. The Adviser does not engage in frequent trading, does not accept custody of client assets, and clients implement recommendations through custodians or broker‑dealers at their discretion. Distinctive aspects disclosed in the brochure include an affiliation with an accounting firm through a principal who provides part‑time accounting services, and associated persons who may serve as licensed insurance agents and registered representatives of a broker‑dealer; these relationships can generate referrals or commission‑based compensation and are identified as potential conflicts. The firm also uses hourly or fixed fees for planning and consulting rather than percentage‑of‑assets billing, and it discloses its conflicts and referral practices in its Form ADV.

To learn more about the advisors currently working at California Financial Partners, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.