California Financial Partners, Inc., is a team of advisors based in Glendale. Included in its service line is wealth management, which covers risk assessment, cash flow analysis, and retirement planning to asset protection and allocation. The company forms an advisory team for each client, which may comprise bankers, insurance agents, accountants, and attorneys. Firm president Harvey Jacobson started his financial services career in 1985. He was honored by Simon Business Magazine in 2013 as an Alumnus Leader.
700 North Brand Boulevard
Glendale, CA 91203