California Financial Consulting provides tailored financial solutions to individuals, families, and institutions. Our comprehensive services include investment management, financial and estate planning, tax strategy, insurance, philanthropy, and private banking. We help clients build, protect, and grow their wealth with clarity and confidence.
Empowering Your Financial Journey
Today, Tomorrow, and Beyond
Our Financial Services
Taxation
Tax planning considers the tax implications of business decisions, usually with the goal of minimizing tax liability.
Financial Planning
We’ll help you make sensible decisions about money that can help you achieve your goals in life.
Retirement Planning
Use our strategies and retirement advice, including retirement calculators to help you retire faster.
Risk Management
Risk management is intended to manage financial and other losses associated with risks to your assets or business.
California Financial Consulting provides tailored financial solutions to individuals, families, and institutions. Our comprehensive services include investment management, financial and estate planning, tax strategy, insurance, philanthropy, and private banking. We help clients build, protect, and grow their wealth with clarity and confidence.
A Financial Strategy as Unique as You Are
At California Financial Consulting, we believe your financial plan should reflect your life—not just the numbers. That’s why we begin by getting to know you, your values, and your long-term goals before offering any recommendations.
From there, we design a personalized strategy that aligns with what matters most to you, taking your full financial picture into account. And as life evolves, we stay by your side, adjusting your plan to ensure it continues to support your needs, priorities, and vision for the future.
Why Choose California Financial Consulting
We do more than manage finances—we help you build a life of purpose and security. At California Financial Consulting, we take a holistic approach, combining personalized advice with deep industry expertise.
Whether you’re planning for retirement, growing your wealth, or leaving a legacy, our team is here to guide you with thoughtful strategies tailored to your unique journey. It’s financial planning with a personal touch—and a long-term vision.
About the Consultant
Michael Kamali
Doctor of Business Economics Candidate, California Fiduciary Financial Advisor, MBA, ChFC, ChE
As CEO of California Financial Consulting, a fiduciary-based firm, Michael’s focus is on delivering tailored wealth management and retirement solutions to doctors, dentists, and other healthcare professionals. With over two decades of financial consulting experience, he specializes in annuities, life insurance strategies, and tax-efficient legacy planning to address the unique needs of high-earning medical professionals.
Our Commitment to You
At California Financial Consulting, we help ensure that the same dedication you give to your patients is reflected in how you grow, protect, and preserve your own financial future.
Whether you’re launching your practice, expanding it, or preparing for retirement, we’re here to help you take control with clarity, confidence, and care.