San Rafael, CA Office

Stephanie Olson is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Her professional activities include advisory roles connected to Green River Financial Services and Cambridge Investment Research. 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 retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals with a range of portfolio management options and institutional features.

James Costello is a CFP® with 31 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. He has also worked with National Life of Vermont since 2002. Costello is the author of a book on sustainable investing and serves as treasurer for FossilFreeCA.org, a lobbying organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple custody platforms.