California Financial Partners, Inc.

Overview

California Financial Partners, Inc. is organized as a corporation and is identified in FINTRX as an individual-owned advisory entity that performs fee-based financial planning and the selection of other advisers. The firm bills clients on hourly and fixed-fee arrangements and is flagged as a capital allocator, which indicates it arranges or directs client capital rather than solely providing discretionary portfolio management. It is not listed as an active ESG investor, is not designated as a multi-state adviser in the dataset, and reports an industry affiliation with accounting professionals. Several regulatory and classification fields in the profile are either unclassified or not populated.

Assets & Accounts

Investments & Alternatives

Location & Offices