California Financial Partners Revenue

Financial Services • Glendale, California, United States • 21-50 Employees

California Financial Partners revenue & valuation

Annual revenue	$2,053,320
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,600,000
Total funding	No funding

Key Contact at California Financial Partners

Harvey Jacobson

President

Company overview

Headquarters	505 N Brand Blvd, Suite 1470, Glendale, CA 91203, US
Phone number	+18185509955
Website	calfp.com
NAICS	52
SIC	628
Keywords	Insurance, Estate Planning, Allocating Investments Among All Asset Classes
Founded	2001
Employees	21-50
Socials

California Financial Partners Email Formats

California Financial Partners uses 2 email formats. The most common is {first initial} (e.g., j@calfp.com), used 78.6% of the time.

Format	Example	Percentage
{first initial}	j@calfp.com	78.6%
{first name}	john@calfp.com	21.4%

About California Financial Partners

California Financial Partners has the expertise and knowledge to assist you and your accountant and attorney in order to bring together all the pieces of the financial puzzle to create an overall financial plan for clients. We also specialize in 401k accounts for companies. Currently, our consultants manage approximately 190 million in advisory assets for individuals and companies. Advisory platforms are offered through LPL Financial. The consultants of California Financial Partners Inc are registered representatives with, and securities offered through LPL Financial Member FINRA/SIPC. For a list of state in which I am/we are registered to do business, please visit www.calfp.com. www.finra.org www.sipc.org

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

California Financial Partners has 9 employees across 2 departments.

Departments

Number of employees

Funding Data

California Financial Partners has never raised funding before.

California Financial Partners Tech Stack

Discover the technologies and tools that power California Financial Partners's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Twitter Emoji

Font scripts

Genesis theme

WordPress themes

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

HTTP/3

Miscellaneous

PHP

Programming languages

Font Awesome

Font scripts

WordPress

Blogs

Google Analytics

Analytics

Google Maps

Maps

MySQL

Databases

Frequently asked questions

California Financial Partners is located in Glendale, California, US.

You can reach California Financial Partners at +18185509955.

California Financial Partners generates an estimated annual revenue of $2,053,320. This revenue figure reflects the company's market position and business performance in its industry.

California Financial Partners has an estimated valuation of $6,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

California Financial Partners was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

California Financial Partners has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at California Financial Partners

Harvey Jacobson

President

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