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Thomas G

ChFC®, Series 63, Series 65

Walnut Creek, CA

Cambridge Investment Research Advisors

Thomas Goins is a financial advisor with Cambridge Investment Research Advisors, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at H. Beck, Inc. and Walnut Street Securities, Inc. Outside of his advisory work, he is involved in insurance and benefits through Dennis Goins & Associates. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages multi‑billion dollar assets and offers a range of discretionary and non-discretionary management services across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Kathleen L

CFA®, Series 63, Series 66

Walnut Creek, CA

Cambridge Investment Research Advisors

Kathleen Ladra is a financial advisor with Cambridge Investment Research Advisors, holding the CFA® designation and Series 63 and 66 licenses. She has 20 years of industry experience, having worked at firms including Morgan Stanley, LPL Financial, Securities America, and Omega Investment Management. Outside of her advisory work, she serves as president of the Animal Coalition Group, a nature-focused nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs while offering multiple platform options and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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