David Stepek, MBA, CFP, CLU, ChFC

QUALIFICATIONS:

Experienced Financial Services Professional with more than 13 years active in Financial Strategies, Insurance and Risk Management, including strategic and tactical portfolio development and execution, and business owner succession, exit and transition preparations.

• CA Life and Health Insurance Licenses
• CA Insurance License #0D78759

EXPERIENCE:

Cambridge Financial Partners, LLC., Newport Beach, CA
Financial Services Professional, 3/2012 - present

Previous Financial Services Experience:

Ameriprise Financial (Alpharetta, GA)
Massachusetts Mutual (Newport Beach, CA)
PMB Securities Corp (Newport Beach, CA)
AIG Financial Advisors (Mission Viejo, CA)
AXA Advisors (Irvine, CA)

Five years working with business owners and C-Executives, including expert witness testimony in twenty-five state and federal hearings, on retail dealer operations, dealer and market development. Thirty years automotive manufacturer and importer experience, rising to level of corporate vice president and national corporate manager.

ACTIVITIES:

Financial Services Professional, Southern California (2004 - Current), San Clemente Rotary Club, Member (2008 - Current), Prov. District Manager, Irvine, AVP (2009 - 2010), Financial Planner, AVP Newport Beach (2004 - 2005), West Point Society of Orange County, Board of Directors (2004 - 2009)

EDUCATION:

Bachelor of Science Degree with emphasis in Engineering, 1964
United States Military Academy | West Point, NY

Certificate Courses in Personnel Management, Dealership Management, Used Vehicle

Management, Financial Statement Analysis, Dealership Accounting, Public Speaking

PERSONAL:

Dave and his wife, Beth, make their home in Indio, California. In his free time, he enjoys time with their sons and grandchildren, golfing, travel and reading.