Peter Gabriel
Peter Gabriel is a registered investment advisor at Cambridge Financial Advisors, LLC, based in Buena Vista, CO, with 11 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 197 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cambridge Financial Advisors provides investment consultation and advice, including strategic asset allocation and security selection. They recommend a passive (buy and hold) approach with annual rebalancing. They generally recommend low-cost, passively managed mutual funds and ETFs. Cambridge Financial Advisors does not actively or continuously manage client portfolios.
Location
Buena Vista, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is an unpaid volunteer and board member (serving as secretary) of the Arkansas Valley Christian Mission since January 2020. He spends minimal time on this activity, which includes attending meetings, preparing minutes, and managing the website.
Employment History
Current Registrations
Cambridge Financial Advisors, LLC
State Registrations5 states
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