⚠️ Disclaimer
California Financial Consulting
Website: https://www.CalFin.ai
Effective Date: January 1, 2025
1. 📘 General Information Only
The content provided on https://www.CalFin.ai (“Website”) is intended for informational and educational purposes only and should not be construed as financial, investment, tax, legal, or insurance advice.
You should not act or rely on any information contained on this Website without seeking the advice of a qualified financial advisor, CPA, attorney, or other professional who understands your individual circumstances.
2. 💼 No Investment Advice or Offer
Nothing on this Website constitutes:
- A solicitation to buy or sell securities
- A recommendation for any investment strategy or financial product
- Personalized investment advice
Engagement with this Website does not create an advisory relationship between you and California Financial Consulting. A formal relationship only begins once you have signed a written agreement with us.
3. 📈 No Performance Guarantees
Past performance does not guarantee future results. All investing involves risk, including the potential loss of principal. We do not and cannot guarantee any specific investment outcomes or returns.
Any examples or case studies provided on this Website are for illustrative purposes only and should not be considered typical or guaranteed results.
4. 🔐 No Confidential Relationship
Information sent to us through forms, email, chat tools, or the Website is not guaranteed to be secure or confidential unless a written engagement has been established.
Please do not submit sensitive personal or financial information unless explicitly instructed to do so.
5. 📊 Third-Party Content and Links
This Website may include links to third-party websites, articles, calculators, or tools. These links are provided for your convenience and informational use only.
California Financial Consulting does not endorse, control, or take responsibility for the accuracy, legality, or content of external websites. You access such third-party content at your own risk.
6. 🧾 Licensing & Regulatory Status
California Financial Consulting is a California-registered investment advisory firm. Registration with the State of California or any regulatory body does not imply a certain level of skill or training.
Some members of our team may be separately licensed as insurance agents in the State of California and may receive compensation from the sale of insurance products. These relationships are disclosed in writing prior to any product placement.
7. ⚖️ Legal Jurisdiction
This Website is controlled and operated from the United States and intended for individuals residing in the U.S., particularly in California. We make no representations that the content is appropriate for use in other jurisdictions.
Any disputes arising from the use of this Website shall be governed by the laws of the State of California, and users consent to exclusive jurisdiction in the courts located in Los Angeles County.
8. 🛠 Website Accuracy & Updates
While we strive to keep all information up to date and accurate, California Financial Consulting makes no warranties or representations regarding the completeness, accuracy, or timeliness of the information provided.
We reserve the right to change or update any content at any time without notice.
9. 📩 Contact Information
If you have any questions regarding this Disclaimer, please contact us at:
California Financial Consulting
📍 9663 Santa Monica Blvd, Suite 785
📍 Beverly Hills, CA 90210
📞 Phone: (310) 541-1000
📧 Email: Visit Contact page
🌐 Website: https://www.CalFin.ai
For this page, California Financial used generative AI to help with an initial draft. An editor verified the accuracy of the information before publishing.