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Christopher F

CFP®, Series 63

Cincinnati, OH

Cambridge Investment Research Advisors

Christopher Flores is a CFP®-designated financial advisor with 18 years of industry experience, currently with Cambridge Investment Research Advisors. Prior to joining Cambridge, he worked for Lincoln Financial Advisors Corp and Mass Mutual Investors Services. He serves as a board member and volunteer for Green Umbrella and as treasurer and volunteer for the Clifton Area Neighborhood School Parent Teacher Organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm utilizes multiple platforms and custodians, offers access to third-party advisers and sub-advisors, and manages proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Stephen F

Series 63

Cincinnati, OH

Cambridge Investment Research Advisors

Stephen Fortin is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He previously worked at Lincoln National Life and Lincoln Financial Advisors for 22 years. He is also a partner in Flores and Fortin Planning Group and works as an independent insurance agent at Three Corners Capital. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
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