| Name | Title | Contact Details |
|---|---|---|
Stephen Jaquish |
Director of Technology | Profile |
California Financial Advisors is a trusted and valuable resource for our clients: We are independent of any specific proprietary brand, which affords us an unbiased point of view with regard to investment products, Our innovative approach to investing
Luma Financial Technologies provides the leading, independent, multi-issuer platform for structured products and annuities. Luma is an award-winning platform that has been used by broker dealers and their advisors nationwide for nearly a decade to more efficiently source, configure, compare and price structured products and annuities that meet their customer`s specific investment needs. Luma`s advisor-centric design, renowned education and training capabilities, fully customizable deployment and complete product lifecycle support help drive the further adoption and growth of the structured products and annuities market.
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