A complete list of active advisors currently associated with California Financial Consulting LLC

Warmer can help you find a great advisor at California Financial Consulting LLC or one who fits your needs even better.

The firm is a newly formed registered investment adviser that offers discretionary investment management, comprehensive wealth management, and financial planning to individuals and high‑net‑worth clients. As of the brochure’s effective date it reports one advisor, no clients, and zero assets under management. The adviser employs fundamental analysis and a primarily long‑term, discretionary approach to portfolio construction, emphasizing low‑cost, diversified mutual funds and ETFs with occasional use of individual stocks and bonds; accounts are monitored on a continuous basis with formal reviews at least annually. Fees are charged as a percentage of assets under management and the firm typically directs custody and trade execution through an institutional custodian relationship. A distinctive feature disclosed in the brochure is that the firm’s principal is a licensed insurance professional who implements insurance recommendations and may receive commission compensation separate from advisory fees, a dual role the firm identifies as a potential conflict of interest. The firm also notes the principal’s prior private‑client banking experience and ChFC credential, has no disciplinary history, and spends approximately half of his professional time on insurance activities while building the advisory practice.

To learn more about the advisors currently working at California Financial Consulting LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.