Eaton-Cambridge Inc.

Robert Korljan is a financial advisor at Eaton-Cambridge Inc. with 26 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior roles include positions at 724 Capital, Johnson Wealth Management, and various tax advisory firms. Korljan serves on the boards of Solid Rock, a vocational training organization for teens, Scalpel at the Cross, a medical services provider in Peru, and Bone Foam Inc., a privately held company. Eaton-Cambridge provides discretionary investment management, financial planning, tax services, and estate-planning to individuals, high-net-worth households, trusts, estates, charitable organizations, and business entities, typically serving clients with assets at or above $500,000. The firm’s investment approach is based on modern portfolio theory and the efficient-market hypothesis, utilizing low-cost mutual funds and ETFs to build diversified portfolios while offering ongoing discretionary supervision and third-party manager oversight.

Marc Giannone is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He has worked at Eaton-Cambridge Inc. since 2012 and previously was with Johnson Wealth Management, LLC and Eaton-CambridgeCPA PC. Eaton-Cambridge Inc. offers discretionary investment management, financial planning, tax services, retirement-plan advisory, and estate-planning services primarily to individuals, high-net-worth households, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on modern portfolio theory and the efficient-market hypothesis, focusing on long-term asset allocation using low-cost mutual funds and ETFs.

Nathan Bergstrom is a CFP® professional with five years of industry experience, currently serving at Eaton-Cambridge Inc. in Phoenix, AZ. His prior roles include positions at Johnson Wealth Management, Financial Engines Advisors L.L.C., Charles Schwab and Co., Inc., and Quicken Loans. Outside of financial services, he has experience operating a pool service business. Eaton-Cambridge provides discretionary investment management, financial planning, tax services, retirement-plan advisory, and estate-planning services primarily to high-net-worth individuals, trusts, and business entities. The firm emphasizes long-term asset allocation using low-cost mutual funds and ETFs and manages approximately $392 million in discretionary assets.

Brian Hagan is a ChFC® with three years of industry experience, currently serving as a financial advisor at Eaton-Cambridge Inc. He previously worked at Johnson Wealth Management, LLC, Redeem Wealth, ADP, and Best Buy. Outside of finance, Brian creates and distributes music on major streaming platforms and has a partnership with YouTube/Google related to that work. Eaton-Cambridge provides discretionary investment management, financial planning, tax, retirement-plan advisory, and estate-planning services primarily to individuals and entities with assets generally at or above $500,000. The firm’s investment approach is based on modern portfolio theory and the efficient-market hypothesis, focusing on long-term asset allocation using low-cost mutual funds and ETFs.