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.

California Financial Partners provides financial planning and consulting services to individuals (including high-net-worth clients), business entities, and pension or profit‑sharing plans. The firm charges hourly or fixed fees for planning—typically $75 to $250 per hour or fixed fees generally ranging from $1,500 to $9,500—and does not manage client assets or accept custody. Its planning process begins with a financial inventory and assessment of cash flow, liabilities, net worth and tax matters, followed by goal-setting, recommendations, implementation support and ongoing monitoring. For investment analysis the firm uses fundamental analysis and third‑party sources such as prospectuses, rating services, annual reports and EMMA for municipal securities. Distinctive features disclosed in the brochure include an affiliation with the accounting firm Milam, Knecht & Warner (creating a potential referral relationship for accounting and tax services) and associated persons who spend approximately 90% of their time on LPL Financial‑related activities and may act as registered representatives or a registered principal of LPL. The combination of hourly/fixed planning fees, referral ties to an accounting firm, and the prominence of broker‑dealer activities among associated persons is atypical for firms in the investment‑manager category.

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.