Westlake Village, CA Hampshire Rd. Office

Stacey Peterson is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has held roles at related firms including Westlake Financial Advisors LLC and United Planners Financial Services. In addition to her advisory work, she is involved with an independent financial advisory business under her own name. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals who utilize a range of discretionary and non-discretionary strategies tailored to client objectives.

Daniel Casey is a CFP® professional with 27 years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience at Westlake Financial Advisors LLC and United Planners' Financial Services. Casey is also an author, educator, and speaker, teaching CFP courses at UCLA Extension and volunteering with AARP to provide tax preparation services for seniors. 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 advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platforms.

Johanna Lee is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and beginning her industry experience in 2025. Prior to joining Cambridge, she was employed at King’s Hawaiian Holding Company and was self-employed for 18 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple portfolio management platforms and a mix of proprietary and third-party strategies.

Stephen Minihan is a CFP® professional with 20 years of industry experience. He currently works at Cambridge Investment Research Advisors and previously spent 12 years with United Planners' Financial Services. Outside of his advisory roles, Minihan has volunteered as a tax preparer for the AARP Tax-Aide Program for over two decades. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and platform arrangements.