Rick Holden is a principal member and helped to establish the San Francisco office of Cambridge in 2002. Rick works closely with Peter Philipp to develop and implement investment strategies for institutional clients, business owners and high-net-worth individuals.
As a portfolio strategist, Rick designs asset allocations which are utilized by the financial advisors within the San Francisco office. Rick leads the due diligence committee which performs investment research, product selection, and ongoing monitoring.
Rick holds the Registered Representative and the Investment Advisor Representative designations by having passed FINRA's Series 7 and Series 65 exams respectively. He is also a licensed insurance agent and designs comprehensive insurance plans for clients.
Rick has an extensive background in financial analytics and technical operations. During his 14 years experience at Hewlett Packard, Rick was recognized for his outstanding technical achievement. Rick joined Cambridge in 2002.
CA Insurance License #0D97818
Hanna Fleck 
Hanna Fleck specializes in wealth management and financial advising services for individual clients and business owners. Her areas of specialty include financial planning, investment management, college savings, trust and estate services, tax strategies, and philanthropic services.
Hanna has over 22 years of experience in the financial services industry, including management positions at GATX Capital. She has held corporate positions in Financial Planning, Treasury, Debt and Investment Management.
Hanna graduated from the Ludwig-Maximilians University, Munich, with a Masters degree in Finance, Economics and Accounting. Hanna was born and raised in Germany, and has lived in the Bay Area for over twenty years. Hanna speaks English and German fluently. She lives with her husband and their two dogs in San Francisco.
CA Insurance License #0F40595
Brian Jeung
Brian Jeung specializes in retirement planning and investment management for individual clients. He’s experienced in navigating clients through the Rollover IRA process to help them ensure a comfortable retirement.
Prior to joining Cambridge, Brian worked as a Financial Consultant at Wells Fargo Bank in both the Wealth Management Group and the Commercial Bank. He was responsible for providing insight and analysis for various business groups within the organization such as Insurance, Investment Management, and National Sales.
Brian received his Bachelor’s Degree in Business Management, with an emphasis in Accounting from the University of California at Santa Cruz. A fourth generation San Franciscan, Brian has strong ties to the local community. Brian and his wife, June, have two children and in their free time, enjoy golfing and family trips to the beach.
CA Insurance License #0G05019
Edward Yoo
Edward Yoo specializes in employee benefits and financial planning. Working closely with team members in the San Francisco office, Edward helps to create benefits programs that can deliver greater value for employees and employers alike.
Edward is also taking courses through UC Berkeley’s Financial Planning Program in order to fulfill the educational requirements for the CFP® certification. He is an honors graduate of San Francisco State University with Bachelor’s Degree in Business Administration.
He is a current member of the San Francisco chapter of the Financial Planning Association. Edward holds FINRA Series 7 and 65 securities license and is also a licensed insurance agent. He joined Cambridge in 2006.
Raised in the San Francisco Bay Area, Edward is committed to improving the lives of local residents. He enjoys mentoring at-risk students through the Schools, Mentoring and Resource Team (SMART), an educational non-profit organization.
CA Insurance License #0F71507
