- FINRA Series 6, 7, 63, and 66; Life and Health Insurance, including Annuities, Long Term Care, and Disability
- CA Insurance License #0E08888
At Cambridge Financial Partners, LLC, D.J. strives to recommend appropriate strategies based on each client’s needs, expectations, and goals as well as provide a general understanding of the financial analysis process. As an advocate for financial security of individuals and families, D.J. believes that anyone can achieve their financial dreams by clearly defining personal investment goals, risk tolerance, and time horizons. Core components surrounding his business philosophy include honesty, trust, and dedication. He is dedicated to diversifying clients’ investment portfolios, aims to help build client wealth, and keeps focused on long-term goals. D.J.’s top priority is reaching a client-advisor relationship that consists of openness, training, trust, and mutual understanding at all times.
D.J. received his undergraduate degree in Pre-Med Biology from Boston College and later went on to complete his MBA from the University of Redlands.
D.J. has been a resident of Southern California for over 30 years and is an active member in the community by volunteering at non-profit organizations and at youth league sports in his community.
Outside of work, D.J. enjoys outdoor activities such as boating, skiing, lacrosse, and many others.