California Financial Partners
(1 Review)
As firm believers in the value of specialization, we support a team approach to attaining financial health and wealth-building. We create an advisory team to support you, which can consist of accountants, attorneys, bankers, insurance agents, and other disciplines. This team can include your preferred professionals or our strategic partners.
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In Business Since 2009
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Giving of his time, Harvey serves on several nonprofit boards, advises business students & assists wounded veterans returning from military service.
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