San Diego, CA 11622 El Camino Real Office

Carmel Spiteri is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, providing advisory services since 2014. She has 16 years of industry experience and also serves as a branch manager at Benchmark Mortgage. In addition, she instructs courses for the California Association of Realtors and is an adjunct professor at Woodbury University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing a variety of portfolio management and model-based strategies.

Tan Nguyen is a financial advisor with Cambridge Investment Research Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at National Planning Corporation and Trilogy Financial Services. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides multiple investment platforms and proprietary strategies, with both discretionary and non-discretionary management tailored to client objectives.

Sheryl Stern is a financial advisor with Cambridge Investment Research Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2017 and has also been involved with Simply Mentored, a coaching and consulting business, since 2009. 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 provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a variety of portfolio management and model-based solutions tailored to client objectives.

Christopher Gall is a financial advisor with Cambridge Investment Research Advisors in San Diego, CA, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Prior to joining Cambridge in 2017, he worked at Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Outside of his advisory role, Gall serves as a volunteer Den Leader for the Boy Scouts of America. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of platform and custody arrangements and both proprietary and third-party model strategies.