Cal Financial Group prides itself on trusted, long-term relationships, client privacy and high-quality service.
WHAT WE DO
Cal Financial Group provides comprehensive financial management for clients in the fields of entertainment and sports as well as high-net-worth individuals. As a privately owned firm, we offer our clients independent advice free of any conflicts.
WHERE WE DO IT
Since 2003, our headquarters has been located in Charlottesville, Virginia. We have since expanded with additional offices in New York City, Nashville and Los Angeles to further serve our clients. We provide personalized services to clients from around the world to meet all of their financial needs.
We are equipped to provide a wide range of business management services, which include a “CFO” for all of your personal and professional needs.
MANAGEMENT & REPORTING
- Income Collection and Reporting
- Budgeting, Cash Flow Management
and Bill Payment
- Financial Reporting
- Property and Estate Management
- Risk Management Strategies
- Contract Negotiation
- Payroll and Human Resource Administration for Professional and Domestic Staff
- Royalty and Licensing Administration
- Charitable Foundation/Fund Accounting and Administration
- Tour Planning, Administration and Accounting
- Festival and Event Accounting and Administration
- Trustee Services
- Personal and Professional Insurance Planning and Oversight
- Tax Planning, Preparation and Compliance
- Investment Oversight and Planning
- Retirement Planning
- Major Asset Planning and Purchases
- Credit/Debit Planning and Acquisition
- Long-Term Life and Career Planning
- Estate Planning Assistance