Advisor at California Financial Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
California Financial Partners, Inc.
Location
Glendale, CA 91203
Credentials
Series 66
Industry experience
7 years
Simon Hobbs is a financial advisor with California Financial Partners, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at LPL Financial, LLC and CNBC Inc. He was also involved with Silver Ring Productions LLC, a business entity he operated for a period. California Financial Partners provides financial planning and consulting services to individuals, high-net-worth households, business entities, and pension and profit-sharing plans. The firm focuses on financial statement and cash-flow analysis, retirement and estate planning, tax and insurance reviews, and related implementation support, without managing client assets or acting as a discretionary portfolio manager.
Based on California Financial Partners, Inc.
Based on California Financial Partners, Inc.
Fixed fees generally range from $1,500 to $9,500 based on the range and complexity of services provided.
Investment adviser representatives may receive brokerage or mutual fund trail commissions, securities sales commissions, and commissions on the sale of insurance or other products in their capacity as registered representatives of LPL Financial.
$75 to $250 per hour
Fee-only: Hourly fees ranging from $75 to $250 per hour; Fixed fees generally range from $1,500 to $9,500 based on the range and complexity of services provided.
700 N. Brand Blvd., Suite 640
Glendale, CA 91203
California
California Financial Partners, Inc.
2019 - Present (7 years)
LPL Financial, LLC
2018 - Present (8 years)
Self Employed. Silver Ring Productions LLC
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
Unemployed
2016 - 2017 (1 year)
CNBC Inc
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Los Angeles, CA
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Joseph C. Longo, Attorney At Law
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
CFA®
Santa Monica, CA
Boulevard Investment Management LLC
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