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Samuel T

CFP®, Series 63, Series 65

Aurora, CO

Cambridge Investment Research Advisors

Samuel Torrez is a financial advisor with Cambridge Investment Research Advisors in Aurora, CO, holding the CFP® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including over 17 years with Cambridge Investment Research Advisors. He is also an independent insurance agent and president of J and S Enterprises, Inc., a non-investment-related corporation. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charitable organizations, and trusts—providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a large network of independent professionals. The firm offers multiple investment platforms, proprietary and third-party strategies, and emphasizes documented advisor business relationships and institutional features linked to its scale.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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