Walnut Creek, CA 1801 North California Blvd. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,197 offices

Location

1801 North California Blvd., Ste 106

Walnut Creek CA 94596

Advisors at this office

2

Advisors at this office

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Michael O

CFP®, Series 66

Walnut Creek, CA

Cambridge Investment Research Advisors

Michael Olff is a CFP® and Series 66-registered advisor with Cambridge Investment Research Advisors, where he has worked since 2010. He has 18 years of industry experience. Outside of his advisory role, Olff is president of Strategic Business Consultants, a business consulting firm. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment solutions through a network of independent financial professionals using various discretionary and non-discretionary platforms.

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

Series 63, Series 65

Walnut Creek, CA

Cambridge Investment Research Advisors

Hae Jung Kim is a financial advisor with Cambridge Investment Research Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has been with Cambridge since 2010 and also maintains an independent insurance agency, Quality Life Insurance Agency, through Gateway Financial Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a variety of portfolio management solutions across multiple platforms and incorporates both proprietary and third-party strategies.

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