California Financial Partners, Inc.
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ADV data as of Jun 01, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 9
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christian Hernani Johnson | Registered representative | CFP | Sep 2023 (3y) | |
| Edward Nilson Johnson | Registered representative | CFP | Sep 2023 (3y) | |
| Harley Scott Wedgbury | Registered representative | CFP | Sep 2023 (3y) | |
| Michael Dean Milam | Registered representative | Sep 2023 (3y) | ||
| Robert Patrick Gillard | Registered representative | CFP | Sep 2023 (3y) | |
| Samuel Michael Eric Croucher | Registered representative | CFP | Sep 2023 (3y) | |
| Simon David Hobbs | Registered representative | Sep 2023 (3y) | ||
| Michael Clement Frazier | Registered representative | Feb 2025 (1y) | ||
| David Gregory Barr | Registered representative | CFP | May 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗