San Diego, CA 11622 El Camino Real Office

Carmel Spiteri is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. She holds a Series 65 credential and has been with Cambridge since 2014. In addition to her advisory role, Spiteri is an instructor for the California Association of Realtors and an adjunct professor at Woodbury University. She also has a longstanding role as a branch manager at Benchmark Mortgage. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and custodians, offering both discretionary and non-discretionary management as well as proprietary model strategies.

Tan Nguyen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2017 and prior experience at National Planning Corporation and Trilogy Financial Services. Outside of his advisory role, Nguyen is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Sheryl Stern is a financial advisor with Cambridge Investment Research Advisors in San Diego, CA. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to joining Cambridge in 2017, she worked at Trilogy Capital Inc and Trilogy Financial Services. Stern is also involved in coaching through her business, Simply Mentored, which she has operated since 2009. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, managing a multi-billion dollar asset base through a wide network of financial professionals.

Christopher Gall is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including prior roles at Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Gall is president and CEO of Luminous Financial Group LLC and serves as a Den Leader for the Boy Scouts of America. Cambridge Investment Research Advisors serves individual and institutional clients with financial planning, investment management, retirement-plan advisory, and wrap-fee programs, managing a multi-billion dollar asset base through thousands of financial professionals.