Phoenix, AZ Office

Robert Korljan is a financial advisor at Eaton-Cambridge Inc. in Phoenix, AZ, with 26 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. His prior roles include positions at 724 Capital, LLC, Johnson Wealth Management, LLC, and various tax advisory and accounting firms. Korljan serves on the boards of several organizations, including Solid Rock, which provides vocational training to teens, and Scalpel at the Cross, a medical services provider in Peru. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning, supported by affiliated tax and accounting services. The firm integrates in-house CPA/PFS and CFP/ChFC expertise into client service and offers tailored portfolio management alongside related insurance solutions.

Lukas Odden is a financial advisor at Eaton-Cambridge Inc. in Phoenix, AZ. He holds Series 63 and Series 65 designations and has one year of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services, supported by in-house tax and accounting expertise. The firm’s advisory approach integrates multi-disciplinary credentials and affiliated accounting practices to tailor ongoing portfolio management and related services.

Marc Giannone is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Eaton-Cambridge Inc. since 2012 and previously worked at Johnson Wealth Management, LLC, and Eaton-CambridgeCPA PC. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services, supported by integrated tax and accounting expertise through affiliated entities. The firm manages approximately $480 million in assets and combines multi-disciplinary credentials and non-advisory activities as part of its client service model.

Nathan Bergstrom is a CFP® with six years of industry experience, currently serving as an advisor at Eaton-Cambridge Inc. since 2021. His prior roles include positions at Johnson Wealth Management, Financial Engines Advisors L.L.C., Charles Schwab and Co., Inc., and Quicken Loans. Outside of financial services, he has experience operating a pool service business. Eaton-Cambridge serves individual and high-net-worth clients, providing wealth management, portfolio management, and financial planning services supported by integrated tax and accounting expertise. The firm manages approximately $480 million in assets and combines multidisciplinary credentials with related business activities as part of its client service approach.