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California Financial Partners, Inc.

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United States

Founded in

2001 (24 Years)

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Get to know California Financial Partners, Inc.

Founded in 2005, California Financial Partners, Inc. is an independent financial advisory firm that acts as a fiduciary for its clients. The company provides objective, customized financial guidance through a "Personal CFO" approach, integrating all aspects of a client's financial life. Their services include comprehensive financial planning, investment management, retirement planning, and estate planning, aimed at helping clients achieve their long-term financial goals.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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