Woodbridge, CT Office

Sonia Caban is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013. Outside of her advisory role, she serves as president of Caban Financial, LLC, where she is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent financial professionals, providing tailored investment strategies across multiple platforms and custody arrangements.

Daniel Recalde is a financial advisor with Cambridge Investment Research Advisors in Woodbridge, CT, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Northwestern Mutual and GRAPH Strategy. He is also involved as an agent in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers a range of investment solutions, including proprietary models and third-party manager referrals, with both discretionary and non-discretionary options tailored to client objectives.