Cambridge Southern Financial Advisors Changes Name to Cambridge Wealth Counsel (SM)

ATLANTA, Oct. 23, 2012 /PRNewswire/ -- Cambridge Southern Financial Advisors, a respected financial planning firm, announced today they are changing their name to Cambridge Wealth Counsel (SM).

The company also announced it is opening an office in Denver which will be run by Marc Jimenez, CFA. Jimenez had been a regional director for Dimensional Funds, a $240 billion mutual fund family offers funds used by Cambridge Wealth Counsel. The company operates two offices in Atlanta and one in Salt Lake City.

"Mr. Jimenez is one of the few people in the country who hold the coveted Chartered Financial Analyst® designation, which takes three years to earn," said Robert Hockett, president of Cambridge Wealth Counsel. "Our clients in the inner mountain west are well served by a person with his outstanding qualifications and experience."

Mr. Jimenez joins CWC's wealth managers, which include Robert Hockett, CFP ®, Barry Kaplan, DDS, CFP®, Brandy K. Wright, MBA, and Neil Mahoney, MBA, CFP ®.

"We believe in providing personal service to our clients. We've been working with clients in the Inter-mountain west for 12 years. Now we can more easily meet face-to-face to work with our clients," Hockett said. "Denver helps us continue to grow our national presence as we plan to increase our portfolio from $270 million assets under advisement to $500 million by 2016."

"Our new name reinforces the way that we provide wealth management services. We counsel, plan and collaborate in a holistic, disciplined manner so our clients prosper," he said.

The company provides wealth management services to senior executives, successful business owners, and seasoned licensed professionals, including doctors and dentists, who appreciate a long-term consultative relationship.

The company was profiled recently in Financial-Planning.com, an influential and respected website.

"Our Fee-Only structure and our dedication to customer service allows us to provide outstanding service to doctors and dentists at all stages of their lifecycles: from planning to grow their medical practices, to planning to support their families, to planning for a safe and secure retirement," said Hockett. The company provides wealth management services to doctors, dentists and executives and business owners in 15 states.

For information, go to www.CambridgeWealthCounsel.com

About Cambridge Wealth Counsel

Founded in 1996, Cambridge Wealth Counsel is a strategic wealth management firm that helps successful business owners, seasoned licensed professionals and senior executives make smart money decisions so they can lead lives of significance. By using a disciplined meeting process that answers our clients' needs in investment consulting and the advanced planning areas of wealth enhancement, wealth transfer, wealth preservation and charitable gifting, we create a lifelong, consultative relationship.

From offices in Atlanta, Denver and Salt Lake City, wealth managers work with a select group of affluent clients around the country for whom we can have a tremendous impact.

As fee-only wealth managers, we operate under a stringent code of ethics, strictly focus on the needs of our affluent clients and never receive commissions for our work. Cambridge Wealth Counsel is a member of NAPFA - the National Association of Personal Financial Advisors. NAPFA is the most selective organization of fee-only, comprehensive wealth managers.

Hockett and Kaplan have been quoted in many financial publications including The Wall Street Journal, The New York Times Smart Money, Bloomberg.com, Journal of Wealth Management, Atlanta Business Chronicle, Business Week, Atlanta Magazine, Crispymoney.com, and many others.

Medical Economics ranked the company one of the top 150 financial advisors for doctors.

Dental Products Report named the company one of the top financial advisors for dentists.

About Marc Jimenez

Marc Jimenez, CFA is a Wealth Manager with Cambridge Wealth Counsel and works from CWC's Denver office.
Most recently, Marc worked as a Regional Director for Dimensional Fund Advisors (DFA), a mutual fund company headquartered in Austin, TX. In this role, Marc educated financial advisors on capital markets theory and portfolio construction decisions. He also served as a resource in providing marketing and practice management support to assist advisors in the southeastern US, including Cambridge Wealth Counsel, to successfully grow their advisory businesses. Prior to joining DFA, he served as a wealth management advisor for TIAA-CREF and as an investment consultant in the private client group at Charles Schwab. 



He is an avid chess player and enjoys fishing.

CFA® and Chartered Financial Analyst ® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER TM, CFP ® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

SOURCE Cambridge Wealth Counsel