Robert Korljan, CPA/PFS Available To Discuss Investing and Financial Topics
Phoenix, AZ, February 1, 2011 – Robert Korljan, CPA/PFS, founder and president of Cambridge Wealth Management, Inc., is available to comment and share his expertise on the following investment-related topics:
- Income, tax and estate planning
- IRA and 401(k) Rollovers
- Asset Protection and Management
- Portfolio Diversification and Rebalancing
- Retirement and Long-term Planning
- ETFs, Mutual Funds, Emerging Markets, the Stock Market
- Risk of Return
Robert Korljan, CPA/PFS, is board certified by the American Institute of Certified Public Accountants with the specialty designation Personal Financial Specialist and brings over 30 years financial experience to his clients. Formerly, a tax partner in the St. Louis office of a national CPA firm, he moved back to his native Phoenix in 1992 to focus on comprehensive wealth building: investment, tax, and estate planning strategies for his clients.
Cambridge Wealth Management, Inc. is a Registered Investment Advisory Firm established in Phoenix Arizona since 1998. The company was founded on the principle that an effective investment portfolio directly reflects the investor’s primary economic objectives. They strive to maximize the probability of achieving all that’s important to their clients. They are a fee-based company, specializing in long-term investment strategy and portfolio design. For more information, visit the website: www.CambridgeWealthManagement.com
For media bookings, additional photos, videos or more information contact:
Giselle Aguiar
Marketing Manager
Cambridge Wealth Management, Inc.
602-277-0611 x 5
Giselle@cambridgewm.com
