We help individuals & families invest, preserve & transfer their wealth.
California Financial Partners is a small team of independent advisors headquartered in Glendale, California, serving clients nationwide.
Founded in 2001, we have grown primarily through referrals & long-term relationships. Our advisors managed $1.16 billion in assets on 9/30/2025.
Simon does not work for a large institution. His recommendations reflect thoughtful strategy, not product quotas. His work draws from the deep bench of additional experience his colleagues offer him daily from Glendale.
Mike Milam
Senior Partner
Sam Croucher
Investment Analyst
David Barr
Wealth Strategies
Christian Johnson
Operations Director
Sarah Wong
Operations
Your interests always come first.
No big institutions. No hidden agendas. Just clear advice from a broad network of experienced professionals. We believe in the power of teamwork. It enables us to provide a depth of experience often required by clients with complex financial needs.
Intentional
We limit the number of clients we serve, so our existing relationships get the attention they deserve. We choose to work with people who share our values. Honesty & integrity.
Accountable
We typically meet our clients every 90 days to review our progress & update their strategies. When acting in an advisory capacity, we are proud to be bound by our Fiduciary duty of always putting your interests first.
Independent
Our recommendations are based on strategy, not sales incentives. We mostly work on a fee-based platform where we do not receive any commissions, nor charge extra fees to buy & sell investments. These may however be charged on brokerage accounts.
Transparent
We don’t like hidden costs any more than you do. That’s why our fee schedule is disclosed up front. We charge an annual advisory fee. It’s a flat percentage of the assets we are managing for you.
Transparent & Straightforward Fees
We believe transparency builds trust. Our fee schedule is disclosed upfront, with no hidden costs.
We charge an annual advisory fee, calculated as a flat percentage of the assets we manage on your behalf:
0
%
$0 – $2,999,000
0
%
$3,000,000 – $4,999,999
0
%
$5,000,000 – $9,999,999
0
%
$10,000,000 – $19,999,999
Negotiable
Over $20,000,000
A separate financial planning fee may apply in the first year, though it may be waived at our discretion. Additional costs, such as individual fund expenses, may also apply.
Our Relationship with LPL Financial
We own our businesses & provide our advice with independence. We choose to partner with LPL to use its infrastructure & because it doesn’t manufacture nor underwrite its own proprietary products, so leaving us free to recommend third-party products that best fit your needs.
LPL provides us with an open-architecture platform which allows us to roam widely and buy from thousands of investment options, including stocks, mutual funds, ETFs & fixed-income securities.
LPL acts as custodian, broker-dealer & back-office platform to support more than 28,000 financial advisors & 1,000 financial institutions. The firm provides custody & clearing for approximately $1.6 trillion in client assets, serving more than 8 million Americans, as of 2025.
All communications & publicity materials, including this website, are reviewed by LPL’s compliance team to ensure accuracy & fairness.
