San Diego, CA Rosecrans St. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,909 advisors across 2,197 offices

Location

1635 Rosecrans St., Suite B

San Diego CA 92106

Advisors at this office

3

Advisors at this office

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Marisa F

CFP®, Series 66

San Diego, CA

Cambridge Investment Research Advisors

Marisa Ford is a CFP® professional with nine years of industry experience currently with Cambridge Investment Research Advisors. Her prior roles include positions at LPL Financial, Lucia Capital Group, and Sprott Global Resource Investments. Outside of financial advising, she volunteers as Treasurer for the League of Conservation Voters San Diego and serves as a volunteer coordinator for Beauties for a Cause USA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management approaches across multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Isaac H

Series 63, Series 65

San Diego, CA

Cambridge Investment Research Advisors

Isaac Hansen is a financial advisor with Cambridge Investment Research Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Hansen serves as a board member of the Western Pension & Benefits Council, focusing on pension education. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing both proprietary and third-party model-based strategies across multiple custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Lindsay M

Series 63, Series 65

San Diego, CA

Cambridge Investment Research Advisors

Lindsay Medland is a financial advisor with Cambridge Investment Research Advisors in San Diego, CA. She holds Series 63 and Series 65 credentials and has one year of industry experience. Her prior work includes roles at State Farm VP Management Corp and Zach Bay Insurance Agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions across multiple platforms and includes proprietary models as well as access to unaffiliated strategists.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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