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The Cambridge Difference

Comprehensive Wealth Management Strategies

Cambridge Financial Services is a financial consulting and strategic planning firm, specializing in comprehensive financial planning. With seasoned certified planners on staff and consultants, we offer our clients independent, objective advice, not a sales pitch or cookie cutter plans.

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Our Services

We are Cambridge Financial, an independent financial firm in Chandler, AZ. We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to services we offer. Instead, we offer you the high quality education on the choices available to you. We focus on building you the right strategy and meeting your risk tolerance and time horizon.

Investment Management

Investment Management

Create an investment strategy that's right for you.

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Financial Planning

Financial Planning

Steps to consider to pursue the retirement you want.

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Small Business

Small Business

Manage your affairs during your lifetime and beyond.

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Insurance

Insurance

We look forward to helping you and your loved ones explore their financial goals.

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Schedule a Complimentary Appointment

Located in Chandler, Arizona, Cambridge Financial Services provides comprehensive financial planning and wealth management services to professionals, families, and small businesses throughout the United States. Feel free to reach out with any questions.

Fred Clare, Kaden Creager and Nelson Lewis are not registered to offer investment advisory services. 

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Learn More
How Boomers and Millennials Differ

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Meet Our Team

Jason Rucker, CFP®*

Senior Wealth Advisor & Founding Partner

jason@cfpaz.com

J. Brandon Clarke, MSFP®, ChFC®

Senior Wealth Advisor, Director of Planning Services & Partner

brandon@cfpaz.com

Evon Manwaring

Director of Operations

evon@cfpaz.com

Kaden Creager

Financial Professional

kaden@cfpaz.com

Nelson Lewis*

Financial Professional

nelson@cfpaz.com

Mary Strong

Associate Financial Advisor

mary@cfpaz.com

Bryenna Taylor

Client Relations Specialist

bryenna@cfpaz.com

Jeff Carter

Associate Financial Advisor

Jeff@cfpaz.com

Leah Johnson, CFP®

Associate Financial Advisor

leah@cfpaz.com

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