Broker Check

Cambridge Financial Partners

3300 Irvine Avenue,

Suite 385
Newport Beach, CA 92660
Claudia Cepero Ros*, MBA, CFP®, CLTC®, CLU®, CHFC®

Claudia Cepero Ros*, MBA, CFP®, CLTC®, CLU®, CHFC®

Investment Advisor Representative

QUALIFICATIONS: Over 30 years of experience as a Licensed Financial Services Professional. Claudia Cepero Ros is authorized to conduct life insurance and securities business in Florida. FINRA Series 6, 7, 63, 24, Life and Health Insurance, including Annuities, Long Term Care, and Disability

EXPERIENCE:

  • OneCambridge, LLC | Miami, FL
    Financial Advisor, 2011 – Present
  • AXA Advisors, LLC | Miami, FL
    Financial Advisor, 1992 – 2011

EDUCATION:

  • Bachelor of Business Administration, Finance & Marketing, 1992
    Florida International University | Miami, FL
  • Master of Business Administration, 1995
    St. Thomas University | Miami, FL
  • Certificate in Retirement Planning, 2007
    Wharton School, University of Pennsylvania | Philadelphia, PA

DESIGNATIONS:

  • Chartered Life Underwriter (CLU®), 1998
    The American College of Financial Services
  • Chartered Financial Consultant (ChFC®), 2004
    The American College of Financial Services
  • CERTIFIED FINANCIAL PLANNER™ (CFP®), 1999
  • Certified in Long Term Care (CLTC®), 2018

PERSONAL: Claudia and her husband, José have been married for 24 years, have three wonderful children, Nicolas, Andrés and Sabrina, and live in Miami, Florida. In their free time, they love to travel and enjoy active lifestyles. Claudia is involved in her community by being part of the IMPACTOS family movement of the Archdiocese of Miami, and serves as a Eucharistic Minister.