Why We're QualifiedCalifano Financial Group is qualified to provide you with creative strategies and customized financial advice in the areas of asset transfer planning, investment portfolio design, and investment tax planning. Our planning process is designed with the goals of providing you a comprehensive financial analysis and superior service.We approach financial planning with creativity to uncover workable strategies tailored to your particular situation. By providing advice and innovative solutions we empower you with the knowledge necessary to help you make the suitable decisions concerning you and your family’s financial future. Philip Califano President (310) 831-4470 (310) 548-1199 firstname.lastname@example.org Philip Califano is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) specializing in comprehensive tax and financial planning. He has been assisting clients with their tax and financial needs for over 28 years. Focusing in the areas of tax, retirement and estate planning Philip uses innovative financial and investment strategies to assist his clients in achieving their financial goals.Philip was born and raised in San Pedro, California. He graduated with honors from UC Santa Barbara in 1985 with a Bachelor’s degree in Business Economics. While earning his certification as a Public Accountant, Philip began his postgraduate career as a Tax Research, Planning and Compliance Specialist with Arthur Young, a large tax and accounting firm.Along with his CPA and CFP designations Philip is a Registered Principal with Sagepoint Financial. He currently holds the Series 7, 24, 63 and 66 registrations and is a California Life, Accident and Health Insurance licensed agent, license number 0B53567. Philip invests heavily in education in order to maintain and continually develop his skills with state-of-the-art financial and tax innovations.Philip chose SagePoint Financial as his broker dealer in order to offer his clients a wide array of financial products. His integrity and passion for providing outstanding personalized service are evident in his quest to team with his clients in reaching their financial dreams. In his spare time Philip enjoys spending time with his family, golfing and cooking. Cary Schultz Financial Analyst/Planner (310) 831-4470 (310) 548-1199 email@example.com Cary is a Financial Advisor and Planner for Califano Financial Group. He is responsible for assisting in all client services as well as investment and insurance recommendations.Cary was raised in Lake Arrowhead, California. He graduated from California State University, Long Beach in 2012 with a Bachelor’s degree in Business Administration, with a concentration in Accountancy. Cary began his postgraduate career here at Califano Financial Group in 2011 as a Tax and Financial Planning Associate.Cary is a CFA® charterholder, holds the Series 7 and 66 registrations and is a California Life, Accident and Health Insurance licensed agent, license number 0I03698. In his spare time Cary enjoys spending time with friends and doing anything outdoors. Lady Office Mascot Lady is Califano Financial Group's Office Mascot. She is responsible for greeting anyone who wants to meet her with a smile and wagging tail.Lady was rescued in 2018 from a shelter in Palm Springs and has been an integral team member ever since. She spends most of the day seeking belly rubs or taking one of her many naps. In her spare time she loves long walks, chasing squirrels and capitalizing on her puppy dog eyes.