About California Financial Partners
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.
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.
2001
Founded in 2001, we have grown primarily through referrals & long-term relationships.
$1.16B
Our advisors managed $1.16 billion in assets on 9/30/2025.
90 days
We typically meet our clients every 90 days to review our progress & update their strategies.
Simon Hobbs
Financial Advisor
You may also check the background of Simon Hobbs, investment advisor with California Financial Partners, directly on FINRA's BrokerCheck.
Your interests come first in our advisory relationships.
Independent advice. No institutional sales quotas driving our recommendations. Just clear advice supported by a broad network of experienced professionals. We believe in the power of teamwork. It enables us to provide the 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 and integrity.
Accountable
We typically meet our clients every 90 days to review our progress and update their strategies. When acting in an advisory capacity, we have a fiduciary duty to act in our clients' best interests.
Independent
Our recommendations are driven by investment strategy and our clients' needs, rather than sales quotas. We primarily work through fee-based advisory accounts, where we generally do not receive commissions on individual investment transactions. Brokerage accounts have different compensation arrangements and may incur commissions or transaction charges.
Transparent
We don't like unexpected costs any more than you do. That's why we explain our fees up front. For our asset-based advisory accounts, we charge an annual advisory fee calculated as a fixed percentage of the assets we manage. Other account expenses may also apply.
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:
1%
$0 – $2,999,000
0.85%
$3,000,000 – $4,999,999
0.75%
$5,000,000 – $9,999,999
0.6%
$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.
Palm Springs Branch Office
760 S California Avenue
Palm Springs CA 92264
Glendale Headquarters
700 N Brand Blvd Suite 640
Glendale, CA 91203
Talk With Simon · simon@calfp.com
Contact Us