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Celeste M

Series 66

Moultonborough, NH

Cambridge Investment Research Advisors

Celeste Monaghan is a Series 66-credentialed advisor with 19 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and is the owner of Monaghan Investment Resources LLC. Monaghan also holds roles as a notary public and an independent insurance agent in Moultonborough, NH. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides customizable investment implementations across various platforms and maintains 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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