Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Marisa F
CFP®, Series 66
San Diego, CA
Cambridge Investment Research Advisors
Marisa Ford is a financial advisor with Cambridge Investment Research Advisors in San Diego, CA. She holds the CFP® designation and Series 66 license, with nine years of industry experience. Prior to joining Cambridge Investment Research Advisors, she worked at LPL Financial, Lucia Capital Group, and Sprott Global Resource Investments Ltd. Outside of her advisory role, she volunteers as a coordinator for Beauties for a Cause USA and serves as treasurer for the League of Conservation Voters San Diego. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports various management platforms and proprietary model strategies under the Founders Gate Capital brand.
Isaac H
Series 63, Series 65
San Diego, CA
Cambridge Investment Research Advisors
Isaac Hansen is a financial advisor with Cambridge Investment Research Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior work includes roles at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. He serves as a board member of the Western Pension & Benefits Council, focusing on pension education. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.
Lindsay M
Series 63, Series 65
San Diego, CA
Cambridge Investment Research Advisors
Lindsay Medland is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials. Medland has one year of industry experience and previously held roles at State Farm VP Management Corp and Zach Bay Insurance Agency. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm manages a multi-billion dollar asset base and operates multiple investment platforms while providing access to third-party advisers and proprietary model strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters