Danville, CA Diablo Road Office

Marian Nguyen is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 license and two years of industry experience. Prior to joining Cambridge in 2023, she worked at Rainer Wealth Management and held positions at H&R Block and MSZ Resource Group/Hazel Hawkins Memorial Hospital. Outside of advising, she is the owner of Reiki Properties, LLC, a real estate business in Scottsdale, AZ. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and other sponsors with financial planning, investment management, and retirement plan advisory services. The firm offers a variety of portfolio management solutions across multiple custody platforms and includes proprietary and third-party strategies, with features supporting advisor business relationships and institutional-scale compliance.

Patrice Rainer is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. She has been with Cambridge Investment Research Advisors since 2016. Rainer serves as Vice President of the Estate Planning Council of Diablo Valley. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through a network of independent Financial Professionals, incorporating proprietary models and third-party strategies tailored to client objectives.

Elizabeth Mintzer is a CFP® professional with eight years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has worked at Cambridge Investment Research in various capacities since 2017. Outside of her advisory role, she is a group fitness instructor and serves as a committee member for the Financial Planning Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement advisory, and financial-wellness services through independent Financial Professionals using a variety of platform options and tailored investment strategies.