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Michael O
CFP®, Series 66
Walnut Creek, CA
Cambridge Investment Research Advisors
Michael Olff is a CFP® professional with 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and previously worked at Woodbury Financial Services and FSC Securities Corporation. Outside of his advisory work, he is involved in tax preparation through Strategic Tax & Financial Group and serves as president of Strategic Business Consultants. 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 operates through a large network of financial professionals and provides access to multiple platforms and proprietary model strategies.
Hae Jung K
Series 63, Series 65
Walnut Creek, CA
Cambridge Investment Research Advisors
Hae Jung Kim is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Cambridge Investment Research Advisors since 2010 and also operates independent insurance agencies, including Quality Life Insurance Agency and Elite Benefits. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.
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