Broker Check

Cambridge Financial Partners

3300 Irvine Avenue,

Suite 385
Newport Beach, CA 92660
Rebecca Lu*

Rebecca Lu*

Investment Advisor Representative

Qualifications:



FINRA Series 7, 63, 65

Life and Health Insurance, including Annuities, Long Term Care, and Disability
CA Insurance License # 0K71067

Experience:

 

 

 

Rebecca Lu joined Cambridge Financial Partners in 2016, serving as financial services professional.  She provides customized insurance and financial services to help clients reach their goals in building and preserving wealth while employs a comprehensive, client-focused approach.  She strongly believes in periodic update and review with clients to ensure clients' satisfactory.

She has more than 15 years working experience in financial and medical industries.  She has wide range of knowledge in financial products, such as life insurance, annuity, long term care solution and small business solutions.  She speaks fluent English, Chinese and Taiwanese. 


Education:

 

Rebecca obtained her graduate degree in Management Information System from Fairleigh Dickinson University in 2004


Personal:

 

In her free time, Rebecca enjoys spending time with her husband and her two daughters.  She appreciates music and enjoys reading and outdoor activities such as hiking, skiing and traveling.