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Cambridge Financial Partners

20151 SW Birch Street

Suite 250
Newport Beach, CA 92660

Welcome to the companies of Cambridge Financial Partners, LLC,
OneCambridge in Florida.

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Our Strategies

Our Mission

Our Service Commitment to Our Clients


Custom Plans for Every Single Stage of Life.

Cambridge is an organization with a culture of teamwork committed to fostering trust with you, our clients. All along the way, we continually verify your situation with you to help ensure that we are doing our best to optimize your strategies. Often times, we utilize partners to verify our findings and strategies, especially allied professionals such as your Accountants, Attorneys, and Financial Advisors. Through teamwork, we strive to provide you with the information and knowledge required to take action based upon informed decision making.

Family Protection Strategies

Family Protection Strategies

Will your spouse be able to remain in-place should you die first?
What about if you become disabled and cannot earn an income?
How will you take care of everything that your spouse does should he or she die before you?
Do your children’s – or grandchildren’s – education plans have the ability to be self-completing?

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Legacy Strategies

Legacy Strategies

When your life is done, how do you want to be remembered?
Do you want your assets to go straight to your beneficiaries, or do you want to protect those assets for future generations while still providing income for your immediate beneficiaries?
Are there specific colleges, universities, schools, or other charities you would want to support?

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Financial Professionals

Financial Professionals

Reap the rewards of your hard work with a satisfying career helping others.

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Thank you for visiting the Cambridge Financial Partners website. Feel free to look around and read through the items that we feel differentiate us, such as our client experience, strategies, diverse background, and the education of our professionals. Your comments are welcomed, and should you like to be contacted, please enter your information under the contact tab and someone will get back to you within one business day.

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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