Integrity • Commitment • Flexibility • Kindness 

Family of six holding hands through ocean waves.

Who We Are

Based in the San Francisco East Bay, we are an independent firm committed to providing financial planning and wealth management with a holistic approach to our clients. As an independent firm, we do not have any obligations to investment companies or upsell quotas. Instead, we seek to create a partnership with you based on trust, aiming to provide full transparency of the financial planning and wealth management process while addressing a wide scope of opportunities and individual needs. 

Our Core Values 

Our values reflect our purpose, define our culture, and direct our actions. We share and embrace Cambridge's four core values.

  • Integrity – honesty, fairness, and ethics are the foundation of our culture.

  • Commitment – making a difference to our community through quality, excellence, and service.

  • Flexibility – offering solutions based on being open-minded, resourceful, and committed to your goals. 

  • Kindness – in all things, consideration and compassion with a human touch guide our decisions.