Stephen Dooling
Financial advisor
Stephen joined Cambridge in 2009 and is able to offer a full range of investment strategies helping clients fund children’s education, choose and fund retirement vehicles as well as a complete range of insurance products. In an effort to meet and exceed client’s expectations through continued communication and education in order to stay focused on their goals in this dynamic financial environment.
Prior to joining Cambridge, Stephen was a Regional Marketing Director for the Midwest Division of PLANCO, a Hartford Life Company. PLANCO is one of the nations oldest, largest and most respected wholesaling firms of financial products.
In 2002, Stephen began working as a Brokerage Channel wholesaler in the Midwest Division, where his territory was Kansas and Nebraska. Prior to becoming a Brokerage Wholesaler, Mr. Dooling worked at PLANCO as an internal wholesaler for the West Coast Division.
Stephen graduated from the University of Kutztown with a BS in Business Management. He also holds his Series 7, 6, 63 and Life licenses. Originally from Philadelphia, PA, currently lives in Omaha, NE.