Paladin Research Report For:

MC Financial Partners

1855 Gateway Blvd
Ste 570
Concord, CA 94520

About MC Financial Partners

We help you understand the opportunities and potential rewards available when you proactively approach your financial situation. Enhancing your understanding of financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

See Disclosures

General Information

Firm Start Year
  • 2005
No. of Employees
  • 5-9


Qualifications & Membership

Firm Information

Compensation and Fees


Bachelors - Economics
  • University of California
    08/15/1998 -06/15/1999
Masters - Financial Planning and & Taxation
  • San Diego State University
    08/15/2004 -06/16/2006

Disclosures provides referrals to financial professionals of LPL Financial, LLC (LPL). is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.


Additional Detailed Disclosures


Securities, financial planning, and advisory services are offered through LPL Financial, a registered investment advisor. Member of: FINRA/SIPC . The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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