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Cambridge Congratulates Newport Advisory’s Peter Philipp on Receiving Prestigious Teaching Award

June 6, 2014

FAIRFIELD, Iowa--(BUSINESS WIRE)-- Cambridge Investment Research, Inc. (Cambridge)congratulates Newport Advisory independent financial advisor, Peter Philipp, CFA, CFP® on his recent award. Philipp received the Tim Kochis Award for Teaching Excellence during the 8th Annual University of California at Berkeley Financial Planning Awards Dinner. The event recognizes leaders in the San Francisco Bay Area financial planning community including colleagues, current students, former students, instructors, and university staff.

The Tim Kochis Award for Teaching Excellence is an honor given to the most outstanding faculty member in the Personal Financial Planning Program at UC Berkeley. This is the highest award given to a faculty member in the program. Philipp is an instructor in Wealth Management and Retirement Planning for UC Berkeley’s Personal Financial Planning program. He also served as chair for the Personal Financial Planning Advisory Board at UC Berkeley.

Peter Philipp specializes in investment management for institutions and individuals. He holds both the Chartered Financial Analyst designation and the CERTIFIED FINANCIAL PLANNERTM certification. Philipp is an independent financial advisor with Cambridge through Newport Advisory.

About Newport Advisory

Newport Advisory was established in 1999 by James W. Regitz, Jr., ChFC. In 2001, Peter Philipp established the San Francisco office of Newport Advisory and serves as branch manager. Newport Advisory’s main office is located in Newport Beach, CA with offices in San Francisco, Los Angeles, San Diego, Phoenix, and Las Vegas.

About Cambridge

Cambridge Investment Research, Inc. (Cambridge), member FINRA/SIPC, is among the largest independent, privately controlled broker-dealers in the U.S. with more than 2,500 independent registered representatives and over $60 billion assets under management.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and Newport Advisory are not affiliated.

Cambridge Investment Research, Inc.

Cindy Schaus, 641-472-5100 x1225

Vice President, Public Relations and Creative Marketing


Morgan Von Ahsen, 641-472-5100 x1166

Associate Director, Public Relations and Creative Marketing

Source: Cambridge Investment Research, Inc.

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Source: Business Wire

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