California Financial Partners, Inc.

Overview

California Financial Partners, Inc. is organized as a corporation with individual ownership and is identified in the dataset as a capital allocator. The firm provides insurance brokerage services alongside advisory work focused on financial planning and the selection of other advisers. Its fee arrangements are fee-for-service: hourly charges and fixed fees rather than percentage-based asset fees. The dataset indicates the firm does not position itself as an active ESG investor and is not recorded as a multistate or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices