Special Feature: Cambridge Black History Month Celebratory Podcast
Episode 107: Cambridge CEO Amy Webber talks with guests Armond Croom of Croom Financial, and Gary McPherson of McPherson Financial Partners in this Special Feature: Cambridge Black History Month Celebratory Podcast – You Can Be What You Can See.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Armond Croom is the founder of Croom Financial in San Diego, California. He graduated with a degree in finance from Tulane University, and holds FINRA Series 7, 63, and 65 licenses, as well as life, health, and property and casualty insurance licenses. As a lieutenant in the U.S. Navy, he served as a supply corps officer on the USS Nimitz and attended Nuclear Power School. Armond joined Cambridge in 2012, and is a member of Cambridge’s Diversity, Equality, and Inclusion Advisory Council.
Croom Financial is located in San Diego, California, and focuses on comprehensive financial planning, investment strategies, retirement planning, education funding solutions, asset allocation and management, and insurance solutions and risk management. Their purpose is to make planning a rewarding and enjoyable experience for all of their clients. Armond and his team believe that financial planning should be molded around a client’s individual values and goals, and strive to help their clients get the most out of their lives. https://www.croomfinancial.com/
Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research and Croom Financial are not affiliated.
Gary McPherson II is the Sr. Managing Partner of McPherson Financial Partners, LLC (MFP) in Bethesda, Maryland. He obtained a bachelor’s degree in psychology from the University of Pittsburgh and another bachelor’s degree in business management with a minor in financial planning from Towson University. He holds FINRA Series 6, 7, 63, and 65 licenses, as well as life and health insurance licenses. Gary joined Cambridge in 2013, and is a member of Cambridge’s Diversity, Equality, and Inclusion Advisory Council.
McPherson Financial Partners, LLC (MFP) is located in Bethesda, Maryland, and focuses on retirement planning, investment management, and insurance planning, as well as financial planning for professional athletes. Their goal is to maximize the benefits and wealth of individuals, businesses, and athletes, as well as empower their clients through communication and education. Gary and his team want to provide unbiased, independent advice that focuses on the needs of their clients, as well as help their clients navigate the ever-changing economic environment. http://www.mcphersonfp.com/
Registered representative, securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member Finra/Sipc. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Cambridge and McPherson Financial Partners, LLC. are not affiliated.
Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
Cambridge Stronger – Hosted by Amy Webber