Folsom, CA Blue Ravine Dr. Office

Jacob Florence is a Series 66-licensed advisor at Cambridge Investment Research Advisors with two years of industry experience. Prior to his financial advisory career, he worked seven years at the Federal Aviation Administration. He serves as treasurer and board member of the LW & AT Harman Foundation, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Judy Ho is a CFP®-certified financial advisor with nine years of industry experience, currently associated with Cambridge Investment Research Advisors. She has worked previously at Edward Jones and is involved with Lane Florence, LLC. Ho serves as a director for the Cordova Recreation & Parks Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of independent professionals, offering proprietary and third-party strategies with various implementation options.