Robert R. Korljan, CPA/PFS is the Founder and President of Cambridge Wealth Management, Inc. and has recently formed CK Tax & Financial, PC. He served as a personal financial coach for select clients for well over a decade. 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.
Bob is board certified by the American Institute of Certified Public Accountants with the specialty designation Personal Financial Specialist (PFS) and is a Registered Investment Advisor (RIA). He is a graduate of Arizona State University and Covenant Theological Seminary. He has been an active member of his community.
Bob’s investment philosophy is derived from his studies of Modern Portfolio Theory, focusing on building individual client portfolios that maximize profits per unit of investment risk. By utilizing institutional quality asset class based mutual funds, he is able to implement proven investment strategies that are not usually accessible to individual investors. Read more about Bob.
Robert Korljan, CPA/PFS and Cambridge Wealth Management, recently made the list of Top Financial Advisors in the Phoenix Business Journal - selected by NABCAP.
David Buskirk, CFP®, EA is a Certified Financial Planner™ practitioner with Cambridge Wealth Management, Inc. He has 18 years experience in financial services working extensively in the area of wealth accumulation and retirement planning. In addition, he was enrolled to represent taxpayers before the Internal Revenue Service in 2007.
Prior to joining the firm, he worked as a registered representative for a nationally known broker-dealer and held the Series 6 and 63 security licenses. In addition to holding Life, Health, and Disability Insurance licenses in Arizona and California, he is currently Series 65 licensed and acts as an Investment Advisory Representative for the firm. He is a member of the Financial Planning Association and is a 1986 graduate of San Diego State University.
Jennie Gockel and Christine Mulcahy have transitioned to the new CPA firm of CK Tax & Financial and are available to serve your tax and bookeeping needs.
