- FINRA Series 7 and 63; Life and Health Insurance, including Annuities, Long Term Care, and Disability
- CA Insurance License #0700317
Marc Friedman has spent more than 30 years in the financial services industry, with experience at Prudential, Pacific Life, and Massachusetts Mutual, and earning his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations in the process. He joined Cambridge Financial Partners in 2015 where he currently serves as the Agency Director of Advanced Sales.
Orange County Estate Planning Council; Society of Financial Service Professionals (FSP)
Marc is a Past President of the Orange County Estate Planning Council, and is a Past President of the Society of FSP, Orange County Chapter, and has also served on several national committees for the Society of FSP.
He graduated cum laude with a Bachelor of Music degree from Miami University, Oxford, Ohio, with a major in music education, and subsequently earned his Master of Music and Master of Business Administration degree from the same institution.