Sky Tetsuka
VP at Cambridge Financial Partners - I get to help people worry less about money so they can focus more on enjoying life
- Role
- Vice President Financial Advisor at Cambridge Financial Partners, Llc
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Sky Tetsuka
I\'ve been told too many times,\"I wish I knew this earlier\"? We were taught to go…
Experience
Vice President Financial Advisor
Cambridge Financial Partners, Llc
Jul 2013 — Present · Newport Beach, CA, US
I am honored to help support a team of Financial Professionals who, I believe, stand out because we care. In a world where trusted resources are invaluable yet so hard to find, integrity and a passion to bring meaningful help to others is what we stay committed to.Focused on educating individuals and businesses on how to keep greater use, control, and enjoyment of your money, we believe that there is more benefit to making sure there are \"no holes in the boat\" versus simply \"praying for wind\" all of the time.It\'s unfortunate that so many people end up relying on plans that center around keeping our fingers crossed. We simply hope for the best and try not to run out of money before we run out of life.not exactly the plan most would wish for, especially if given other options.Utilizing an approach that emphasizes strategy over a product focus, our number one goal is to bring the most leverage and efficiency we can to each of our clients.Once we understand your objectives and agree conceptually on what makes sense for you, finding suitable tools (products) becomes a simple process.My partners and I look forward to a great relationship with you.Firm clients include individuals with mutual funds, brokerage accounts, stocks, bonds, ETF\'s, fixed annuities, indexed annuities, variable annuities, immediate annuities, Roth IRA\'s, Traditional IRA\'s, alternative investments (like a REIT or BDC), disability insurance, term life insurance, guaranteed universal life insurance, indexed universal life insurance, variable universal life insurance, whole life insurance, long term care insurance, and asset based long term care benefits.Firm clients also include businesses with 401k, 403b, group term life insurance, group whole life insurance, group medical insurance, group long term care insurance, key man insurance, business continuation strategies, buy-sell agreements, and other executive benefit plans.
Education
University of Southern California
Minor, East Asian Languages and Cultures
1994 — 2000
University of Southern California
Bachelor of Arts (B.A.), Comparative Literature
1994 — 2000
University of Southern California
Minor, Business Administration and Management, General
1994 — 2000
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