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Cristina D

Series 63, Series 65

Hingham, MA

Cambridge Investment Research Advisors

Cristina Destefanis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and bringing 13 years of industry experience. Her prior roles include positions at Cantella & Co., Inc., where she worked for nine years. She is also a member of the Make-A-Wish Massachusetts and Rhode Island Emerging Community Leaders Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and unaffiliated model strategies.

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

CFP®, Series 63

Hingham, MA

Cambridge Investment Research Advisors

John Destefanis is a CFP®-designated financial advisor with 39 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Cantella & Co., Inc. for over a decade. He also serves as president of Destefanis Financial Services, an insurance and benefits firm based in Hingham, MA. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment solutions through independent Financial Professionals and employs both proprietary and third-party model strategies.

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

Series 63, Series 65

Hingham, MA

Cambridge Investment Research Advisors

John Destefanis is a financial advisor with Cambridge Investment Research Advisors in Hingham, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Cambridge, he worked at Providence Equity Partners for two years. He also serves as a committee member and volunteer at Boston College High School. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts and estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, employing a range of portfolio management approaches and platform arrangements.

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