Desmond Daly*, MBA
Investment Advisor Representative
QUALIFICATIONS:
- Experienced financial professional with more than 24 years of experience in Financial Planning, Insurance and Risk Management and Long-Term Care
- Series 7, 66, Life, Health and Variable Annuities
- CA Insurance License #0D22990
EXPERIENCE:
Cambridge Financial Partners, LLC., Newport Beach, CA
Financial Advisor | 2026-present
Centaurus Financial, Anaheim, CA
Investment Advisor Representative | 2020-2024
AXA Advisors LLC., Irvine, CA
Certified Financial Planner | 2001-2019
EDUCATION:
Master Of Business Administration (MBA) in Finance
California State University, Fullerton, CA | 1992
Bachelor of Science in Business Administration with an emphasis in Marketing
University of Southern California, Marshall School of Business, Los Angeles, CA | 1986
ACTIVITIES:
USC Marshall Alumni Board, Orange County, CA | 2024-present
Cub Master, Pack 112, San Clemente, CA | 2017-2018
FAM Food Bank – Volunteer, San Clemente, CA | 2020-2021
PERSONAL:
Desmond resides in San Clemente, CA, where he lives with his daughter, Natalia, and also has two adult sons. He loves hiking, camping, mountain biking, hosting murder mystery dinner parties, and traveling the world.