Broker Check

Cambridge Financial Partners

20151 SW Birch Street

Suite 250
Newport Beach, CA 92660
Philip Smith*

Philip Smith*

Financial Services Professional

Philip began his career with Equitable Advisors in January of 1997. He achieved numerous awards during his career, including the Hall of Fame Award, Circle of Excellence, 9 Centurion Awards, and 3 National Builders Trophies for management.
Philip’s focus at Equitable Advisors was to help clients preserve and protect their wealth, and to help new financial professionals build a successful practice doing the same.
In 2022 Philip joined Cambridge Financial Partners in order to transition to a more independent model where he could focus on ways to help his clients achieve their goals.
He resides in Valencia California with his Wife of 30 years and two daughters. He has a BA in political science and history from UCLA and a Master’s in international Affairs from the George Washington University.