California Financial Partners, Inc. jobs and careers
United States
About California Financial Partners, Inc.
California Financial Partners has the expertise and knowledge to assist you and your accountant and attorney in order to bring together all the pieces of the financial puzzle to create an overall financial plan for clients. We also specialize in 401k accounts for companies. Currently, our consultants manage approximately 190 million in advisory assets for individuals and companies. Advisory platforms are offered through LPL Financial. The consultants of California Financial Partners Inc are registered representatives with, and securities offered through LPL Financial Member FINRA/SIPC. For a list of state in which I am/we are registered to do business, please visit www.calfp.com. www.finra.org www.sipc.org
- Founded
- 2001
- Employees
- 11 to 50
- Headquarters
- United States
Leadership
The top of California Financial Partners, Inc.'s org chart, with how many people report into each leader.
Harvey Jacobson
President
Jobs at California Financial Partners, Inc.
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