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Ping H
Series 66
Saratoga, CA
Cambridge Investment Research Advisors
Ping He is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has nine years of industry experience, including time at the University of California prior to joining Cambridge in 2017. He serves as a director on the board of the Financial Planning Association’s Silicon Valley Chapter. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and proprietary model strategies.
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