CS
Senior Partner. CPA, AEP, CAP
JW
Partner
RB
Executive Coordinator
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C3 Financial Partners
Highly Engaged Employees
Highly Engaged EmployeesFinance · 11-50 Employees
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Overview
Website
www.c3fp.comRevenue
<$5 MillionIndustry
About C3 Financial Partners
C3 Financial Partners specializes in guiding high net worth clients in preserving family wealth and ensuring business continuity through the integration of life insurance as a planning tool. They serve individuals, businesses, and nonprofits, helping them manage risks and achieve personal, business, and philanthropic goals. Their services include advanced life insurance solutions, wealth and business transfer, charitable planning, and longevity planning. The firm emphasizes clarity, confidence, and coordination in the planning process to support clients in navigating their legacy and financial objectives.Explore more
C3 Financial Partners Org Chart
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C3 Financial Partners specializes in guiding high net worth clients in preserving family wealth and ensuring business continuity through the integration of life insurance as a planning tool. They serve individuals, businesses, and nonprofits, helping them manage risks and achieve personal, business, and philanthropic goals. Their services include a... Read More
