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Natasha B

Series 65

Lake Mary, FL

Cambridge Investment Research Advisors

Natasha Bohn is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Lake Mary, FL. She joined the firm in 2025 and has prior work experience across various sectors including retail, education, and nonprofit organizations. Cambridge Investment Research Advisors is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored investment strategies across multiple platforms and custody arrangements.

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