Broker Check

Beginning Your
Financial Journey

Life is filled with opportunities. Will you be ready?

» Learn More


Stay involved. Make sure your money works hard for you.

» Learn More

Your Family

Unanticipated events can bring financial hardships. Protect the ones you love.

» Learn More


Strategically prepare for tomorrow, while balancing today’s needs and desires.

» Learn More

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports designed to improve your financial literacy, and your ability to get your financial affairs in order. We have tried to develop a web site which will answer family financial questions, by providing resources, and specific paths for specific business needs. Where we have succeeded, we would appreciate your letting us know. Where we need to develop new avenues or approaches to problem-solving, we would likewise appreciate your input.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate preservation, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to take advantage of these wealth building cornerstones to pursue your financial goals including financial growth, wealth preservation, and family-owned business succession, exit and transition planning.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance and risk management.

AUSA Members and other Armed Services Personnel, Click HERE for our Pension / Literacy programs!

CBMDA Members, Click HERE for Association-related Financial Planning Opportunities!

Toyota Dealers, Click HERE for Consulting, Succession, Exit, and Transition Plannng for Toyota Dealers!

Automobile Dealers, Click HERE for Business Management, Financial Literacy, and Retirement Access!

Small and Mid-Sized Business Owners, Click HERE to learn about our Experience and Capabilities!

Women Business Owners may find our approach helpful and insightful, Click HERE for insight!

Minority Business Owners often experience unique challenges, Click HERE if you think we can help!

To access the Orange County Business Marketing Group, Click HERE.

David Stepek and Cambridge Financial Partners, LLC are not affiliated with or endorsed by any of the agencies listed or any governmental agency.