“Harvey Jacobson and his associates at California Financial Partners changed my life.
—Carolyn Ruis
Claremont, California
“The only people that I am comfortable working with are the associates at California Financial Partners.
—Michael Milam, CPA
www.weaddvalue.com
“Their comprehensive approach, including inter-generational planning and attention to all details, saved our family’s estate a significant amount of taxes.”
—Gordon B. DesCombes
Coto de Caza, CA
“We have known Ed Johnson since 1991 and have always appreciated his forthrightness and honesty as we have dealt with our insurance and investment needs over the years.
—Raymond E. Bence, Business Owner
RBJ Software, Inc.