Dante Cambria is a Certified Financial Planner at Morgan Stanley. Since 2012, Dante has been committed to delivering a caring and detailed client experience. He provides a wide array of client services, including investment analysis, 401(k) allocations, cash flow planning, and financial decision management.
Dante graduated from Temple University with a bachelor's degree in finance. Upon graduation, he joined Merrill Lynch as an intern, where he gained hands-on training and mentoring before becoming a full-time Client Associate a year later. He is now in an advisory role with Morgan Stanley, helping clients oversee and manage their finances as well as plan for financial challenges. This gives him a great sense of fulfilment, knowing he is helping them achieve their personal and professional goals. Dante has earned his Series 7 and 66 licenses as well as the designation of a Certified Financial Planner. Additionally, he has earned life insurance, health insurance and long term care insurance licenses.
Dante has also accomplished the educational and testing standards to obtain the designation as a Chartered Special Needs Consultant® (ChSNC®) to better assist families navigating the intricacies and benefits associated with caring for an Individual with Special Needs.
A long-time resident of Philadelphia, Dante enjoys playing, watching and talking sports. His favorite activities include cooking, dining at restaurants and vacationing at the New Jersey shore. Outside of work, Dante enjoys spending time with family and friends.
Services Include
- Retirement Planning
- 401(k) Rollovers
- Wealth Management
- Professional Portfolio Management
- Estate Planning Strategies
- Planning for Education Funding
- Long Term Care Insurance
- Life Insurance
- Planning for Individuals with Special Needs and their Families
Securities Agent: HI, CT, OH, FL, CO, CA, WV, MD, WA, PR, AK, IL, OR, DE, DC, VA, TX, RI, MN, MI, AZ, AR, NV, UT, NY, ME, MA, WI, PA, NJ, KS, VT, SC, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1807585