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Bennett Z

CFP®, Series 63

Newtown, PA

Cambridge Investment Research Advisors

Bennett Zaba is a CFP® professional with eight years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at The Vanguard Group and City National Rochdale. Outside of his advisory work, he volunteers as a coach with a youth organization in Warminster, PA. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional and charitable entities. The firm offers financial planning and investment management through various platforms and strategies, including proprietary models and access to unaffiliated managers, with services tailored to client objectives.

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