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Wendy Jo B
CFP®, Series 63, Series 65
Poinciana, FL
Cambridge Investment Research Advisors
Wendy Jo Bellerive is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. She has been associated with Cambridge Investment Research Advisors since 2010. Outside of her primary role, she serves as President of Cobblestone Financial Advisors, Inc., where she is involved in payroll and office management. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a range of portfolio management approaches and platform arrangements.
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