We founded our practice to be the premier financial advisory firm in the San Francisco Bay Area.  With more than a century of combined experience in the field, our team of specialists offer unparalleled skill and experience.

 

 

One of our principals is an instructor with U.C. Berkeley’s Financial Planning Program. We teach you how to save money on taxes, insurance, and other aspects of your financial life, and we guide your investments prudently. Thanks to our expertise in all areas of financial planning, Bay Area residents know Cambridge as a "Prudent Financial Guide."

 

Building lifelong relationships allows us to focus on caring personal service and making a meaningful improvement in your quality of life. We look forward to providing you and your family with the rewards of our planning efforts.

 

We listen to you. Once we know you and what is important to you in life, we can draw up a comprehensive plan for achieving your goals. We draw up year-by-year budgets and investment plans-examining your tolerance for investment risk, your insurance needs, tax situation and all other aspects of your financial life-- to map out a realistic plan to achieve what's important to you in life.

 

Cambridge is focused on investing your assets in a broadly diversified portfolio suited to your "risk personality." We aim for growth while protecting assets from volatility.

 

You'll understand your investments, your long-term strategy for accumulating wealth and drawing upon it and you gain the peace of mind that comes with knowing your money is being managed on an ongoing basis by professionals who have researched the best investments for your personal situation.