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Stephen F

CFP®, Series 63

Fort Lauderdale, FL

Cambridge Investment Research Advisors

Stephen Facella is a CFP® professional affiliated with Cambridge Investment Research Advisors with 29 years of industry experience. His prior roles include positions at Kovack Securities, The Fiduciary Group, Capital Guardian Wealth Management, Raymond James Financial Services, and A. G. Edwards & Sons. He serves as a board member of the financial council for St. Jerome Church and School in Fort Lauderdale. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers a range of discretionary and non-discretionary management services and maintains proprietary model strategies under the Founders Gate Capital brand.

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