What Clients Say
When Simon left Wall Street, his experience and skill set made wealth management an obvious second career. But he didn’t want to join a big machine built to sell financial products to retail investors. He had seen the industry from the inside. Simon had watched CEOs justify aggressive profit seeking from the American public, especially when people lacked the education to make informed choices.
One of California Financial Partners’ most successful advisors recognized Simon at an event as someone he had grown up watching on TV and urged him to take a closer look at his firm. At their offices in Glendale, the team addressed his skepticism head on. They showed how they consistently did what was right for people, playing a longer game of trust and reputation that stretched over 25 years.
As an independent firm with no proprietary products to push, no one told them where to invest clients’ money. They charged an annual fee, avoided commissions and even paid their clients’ trading costs, removing those conflicts of interest.Â
Simon realized that with the support of this knowledgeable team he could help clients towards better investment outcomes at lower cost. He might not be salaried by one of the big brand names but could build a successful business helping people with what they needed, taking full responsibility for his clients and creating the community he had long sought.
Â
Â
Investing For You
As an independent firm we manage your wealth with no corporate agenda. We typically meet every 90 days & educate you so you can confidently co-pilot key decisions.
We help clients separate strong feelings about politics from the simpler dynamics of what actually drives stock markets – like the ever-increasing profitability of corporate America.
Growth or stability. Every portfolio needs both. Stocks deliver long term lift, bonds smooth the journey. We help match your mix to your timeline and comfort
Time in the market drives outcomes. Longer horizons give growth and compounding more room to work. Shorter timelines need added stability and a more careful approach.
Clients ask this question more than any other. We help answer it and explain how behavior and events can shift that answer. Peace of mind matters most.
Find Out More →
For Our Business Owners
From business income to retirement accounts, self-employed planning has its own playbook. We help you understand the choices & coordinate with your CPA.
Many owners expect to sell their business for retirement, but that price is uncertain. We help you build personal financial security outside the business as you go.
Mixing business & personal money can put your family at risk. We add structure & work with your CPA so S Corp pay and distributions follow the rules.
Growing wealth as a business owner takes more than strong profits. We help you bolster investments, reduce risk & plan so your personal finances aren’t held hostage by your business.
Every owner faces financial risk. We help you plan for personal stability and coordinate insurance reviews, so surprises do not become financial disasters.
Life does not always follow the business plan. We help you explore advanced insurance tools that may help protect partners, key people & ownership when the unexpected happens.
Your business may be your largest asset. Succession planning helps clarify who takes over and how value is preserved for your family, partners, or key employees.
What We Can Do For You
We are not your CPA. But we look at your full financial picture to suggest new strategies to your CPA as they work to cut your taxes.
We are easy to reach & quick to respond. We give you solutions. Using our trusted specialists, when needed. We offer secure storage of important documents.
We help protect the wealth you worked years to build, from risks tied to young drivers, rental properties, unexpected estate taxes or illiquid assets.
There are four simple steps in our planning process. We listen, review your documents, build a clear plan, and meet with you every 90 days to keep you on track.
Enrolling in Medicare late can be costly. We coordinate with a licensed insurance professional to help you review your options & understand the timing rules.
Â
Claiming at ages 62, 67 or later can lead to very different wealth outcomes. We help you review the tradeoffs & what they may mean over time.
Education costs add up fast. We help you build a clear savings plan so future learning stays on track.
Get Your Wishes In Writing
This is essential. You must name who can access your accounts & make medical decisions if you are incapacitated. Being your spouse may not be enough.
Find Out More →Retirement accounts & insurance are inherited by the beneficiary named on them, not by will or trust. These designations are a core pillar of your estate plan & important to keep current.
Find Out More →Probate in California can take months and cost thousands in court fees. A living trust may help your heirs avoid delays, expenses, and uncertainty during an already difficult time.
Find Out More →A living trust allows you to protect your assets, direct their future use, and help heirs avoid the delays and expense of probate after your death.
Find Out More →A will outlines your wishes, but it does not avoid probate, delays or court costs. Additional planning is often needed to protect privacy and speed the transfer of assets.
Find Out More →When multiple heirs inherit property without clear structure, outside parties may force a sale. We help families transfer real estate smoothly & avoid costly surprises.
Find Out More →Long term care is expensive. Medicaid might help, but only if your assets are structured correctly.
Planning early protects options, before lookback rules limit what you can do.
Find Out More →We offer a workbook built around 10 essential family conversations to help prepare heirs, clarify roles, pass on values, and support a smoother, more confident transfer of wealth.