Peter Philipp established the San Francisco office of Cambridge in 2001 to reflect his commitment of providing high-quality investment advice, backed-up by exceptional client service. Since then, our San Francisco-based team of professional advisors has grown to offer clients an impressive depth of experience in wealth management, insurance, financial planning and employee benefits. As a result, our advisors provide comprehensive investment services to both individual and corporate clients. Our advisors hold a variety of professional designations and are well versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based and comprehensive financial advice that our clients can trust.
 
Drawing on more than 130 years of experience, we have the investment expertise that can help you achieve your financial goals. In the end, you can be confident that we'll always be here for you - now and over time.

Our Services
The road to your financial objectives can be paved with choices from a wide range of savings programs, investments, and planning services. 
 

• Financial Planning Services
• Estate Planning
• Family Trust Fund Services
• College & Education Planning
• 529 Plans, College Savings Accounts, UGMA/UTMA Accounts
• Retirement Planning
• Traditional IRA's, Roth IRA's, Rollover IRA's
• Business Retirement Plans
• 401k Plans, Solo 401k Plans, SEP IRA's, Simple IRA's
• Asset Management and Brokerage Accounts
• Stock Research and Stock Trading
• Bonds and Fixed Income
• Mutual Funds
• Cash Management
• Separately Managed Accounts
• Asset Allocation Programs
• Life Insurance and Annuities
• Term Life Insurance, Whole Life Insurance, Universal Life Insurance
• Fixed Annuities and Variable Annuities

Call Us Today!
You can benefit from our comprehensive services.  Call us at 415-677-9300 to find out how.

Other Categories:
 Accountants and CPAs » Chartered Financial Analyst