CAMBRIDGE FINANCIAL PARTNERS - Key Persons
Job Titles:
- Investment Advisor
- Representative
QUALIFICATIONS
Experienced Financial Services Professional with more than 13 years of experience in Financial Planning, Insurance and Risk Management and Stocks
FINRA Series 7, 66; Life, Accident & Health Insurance and Variable Annuities
CA Insurance License #0E81591
EXPERIENCE
Cambridge Financial Partners, LLC. , Newport Beach, CA, Financial Advisor, 2008-present
AXA Advisors, LLC., Irvine, CA, Financial Consultant/Retirement Specialist with Wharton School Certificate, 2005-2008
Freelance Marketing & Advertising, 1995-2005
Motion Picture & Television Industry, 1990-1995
Visual Effects, Cameraman, Animator & Director, 1986-1990
Job Titles:
- Investment Advisor
- Representative
QUALIFICATIONS:
FINRA Series 65, 6, 63
Life and Health insurance, including Annuities, Long Term Care and Disability
CA Insurance License #0G95527
QUALIFICATIONS:
Over 18 years of experience as a Licensed Financial Services Executive.
FINRA Series 66, 7; Life and Health Insurance and Variable Annuities.
EXPERIENCE:
OneCambridge, LLC, Miami, FL, Financial Services Professional, 2011 - Present
AXA Advisors, LLC, Miami, FL, Insurance Agent, 1999 - 2010
EDUCATION:
Certificate in Retirement Planning, 2007
Wharton School, University of Pennsylvania, Philadelphia, PA
PERSONAL:
Bazil and his family have lived in Miami, Florida for 32 years.
His favorite past times include soccer, cooking, and spending quality time with family.
Job Titles:
- Financial Advisor / Investment Advisor Representative
QUALIFICATIONS:
Over 31 years of experience as a Financial Services Professional. Became a CERTIFIED FINANCIAL PLANNER™ professional in 2006. As a Vice President of OneCambridge LLC, Carlton's responsibilities entail recruitment, development, and coaching for both inexperienced and seasoned financial professionals.
FINRA Series 6, 7, and 24, Life and Health Insurance, including Annuities, Long Term Care, and Disability.
Job Titles:
- Investment Advisor
- Representative
QUALIFICATIONS: Over 30 years of experience as a Licensed Financial Services Professional. Claudia Cepero Ros is authorized to conduct life insurance and securities business in Florida. FINRA Series 6, 7, 63, 24, Life and Health Insurance, including Annuities, Long Term Care, and Disability.
EXPERIENCE:
OneCambridge, LLC | Miami, FL
Financial Advisor, 2011 - Present
AXA Advisors, LLC | Miami, FL
Financial Advisor, 1992 - 2011
EDUCATION:
Bachelor of Business Administration, Finance & Marketing, 1992
Florida International University | Miami, FL
Master of Business Administration, 1995
St. Thomas University | Miami, FL
Certificate in Retirement Planning, 2007
Wharton School, University of Pennsylvania | Philadelphia, PA
Job Titles:
- Investment Advisory Representative / Registered Representative
QUALIFICATIONS:
FINRA Series 6, 7, 63, and 66; Life and Health Insurance, including Annuities, Long Term Care, and Disability
CA Insurance License #0E08888
EXPERIENCE:
At Cambridge Financial Partners, LLC, D.J. strives to recommend appropriate strategies based on each client's needs, expectations, and goals as well as provide a general understanding of the financial analysis process. As an advocate for financial security of individuals and families, D.J. believes that anyone can achieve their financial dreams by clearly defining personal investment goals, risk tolerance, and time horizons. Core components surrounding his business philosophy include honesty, trust, and dedication. He is dedicated to diversifying clients' investment portfolios, aims to help build client wealth, and keeps focused on long-term goals. D.J.'s top priority is reaching a client-advisor relationship that consists of openness, training, trust, and mutual understanding at all times.
Job Titles:
- Investment Advisor
- Representative
Job Titles:
- Financial Services Professional
Job Titles:
- Vice - President / Investment Advisor Representative
Jim has been a member of Cambridge Financial Partners and an Investment Advisor Representative with OneAmerica Securities, Inc. since 2009 and has served the financial services industry for more than 20 years. He works closely with clients to potentially help enhance their net worth through careful, individualized analysis of each client's financial circumstances and goals. He brings with him extensive experience as a financial advisor and as a mortgage banker, which allows him the distinctive opportunity to evaluate his clients' needs from a broader perspective and leverage his knowledge in the area of real estate holdings and financing and cash flow management.
Beside having been part of the Cambridge Financial and OneAmerica Securities team, Jim has had the opportunity to work with some of the largest and well respected organizations in the financial services industry. Prior to Cambridge Financial Partners, LLC Jim worked with AXA Advisors, Mass Mutual and John Hancock.
Jim currently holds a life insurance license as well as FINRA series 6, 63, 65 and 7 licenses. In addition, he continues to practice in the mortgage industry, whereby he has held his license for the past 24 years. He has taught designation courses for the American College, such as LUTCF, to fellow professionals and is active in teaching workshops and seminars for local, State and Federal employees.
During his free time, he enjoys spending time with his wife and two daughters and volunteering at his church, where he serves on the board of the Knights of Columbus. In addition, Jim has been a member and competitor of AAU (American Athletics Union) and developing his martial arts skills for the past 6 years.
Job Titles:
- Associate General Agent / Investment Advisor Representative
Job Titles:
- Agency Director of Advanced Sales
QUALIFICATIONS:
FINRA Series 7 and 63; Life and Health Insurance, including Annuities, Long Term Care, and Disability
CA Insurance License #0700317
EXPERIENCE:
Marc Friedman has spent more than 30 years in the financial services industry with experience at Prudential, Pacific Life, and Massachusetts Mutual, earning his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations in the process. He joined Cambridge Financial Partners in 2015, where he currently serves as the Agency Director of Advanced Sales.
Marc is a Past President of the Orange County Estate Planning Council, and is a Past President of the Society of FSP, Orange County Chapter, and has also served on several national committees for the Society of FSP.
Job Titles:
- Financial Services Professional
- Member of the Companies
Marlon has been a member of the companies of Cambridge Financial Partners since 2012 and has served the financial services industry for more than 15 years. He has experience as a financial services professional and mortgage professional. Marlon works with clients to create more enjoyment of their hard-earned assets. Through a careful, individualized analysis, Marlon can help design efficient strategies based on the clients' priorities.
Besides having been part of Cambridge Financial Partners, Marlon was fortunate to work with Flagstar Bank and AT&T. The experience gained from in-depth professional and organizational demands allows him to help his clients with a broader perspective to their unique situations.
Marlon currently holds a life insurance license and holds a Certified in Long Term Care (CLTC®) designation. His financial philosophy is steeply rooted in macroeconomics and he is an active Wealth Building Cornerstones (WBC®) Licensee.
As a South Florida resident for over 40 years, Marlon enjoys quality time with his wife and three great kids. He's a member of a local church, where he serves his community, and active practitioner in physical training and conditioning for over 30 years. He says, "Everything you do, is transferred into everything you do."
Job Titles:
- Financial Services Professional
Job Titles:
- Financial Services Professional
QUALIFICATIONS:
Licensed Financial Services Professional since 2014.
Life and Health Insurance, including Annuities, Long Term Care, and Disability.
Certification for Long Term Care (CLTC) designation.
Job Titles:
- Financial Services Professional
Job Titles:
- General Agent / Investment Advisor Representative
QUALIFICATIONS:
Experienced Financial Services Executive with more than 30 years of experience in Financial Planning, Insurance, and Risk Management.
FINRA Series 6, 7, 63, 65, 24, 26, 53, Life Insurance, Accident & Health and Variable Annuities
CA Insurance License #0697821
Job Titles:
- Investment Advisor
- Representative
As well as being a Financial Advisor, Ruben is a proud United States Navy Veteran, husband,
and avid boxing fan. He also enjoys volunteering his time at Grace Children's Home, an
orphanage in Tijuana, B.C., where he has served as a mentor and big brother for over a
Job Titles:
- Investment Advisor
- Representative
Job Titles:
- Associate General Agent / Registered Representative
Job Titles:
- Associate General Agent / Investment Advisor Representative
Job Titles:
- Office Administrator - Florida
Job Titles:
- Office Administrator - Newport Beach