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Episode 135: Charting a Path to Financial Services

John Fenwick of Preferred Partners

John Fenwick is the founder and president of Preferred Partners in Littleton, Colorado. He graduated from Colorado State University with a bachelor’s degree in engineering, with a minor in economics, and served 9 years in the United States Navy. He joined Cambridge in 2008, and holds FINRA Series 7, 24, 27, 53, 63, 65, and 99 licenses. He believes industry professionals will thrive in an environment that fosters mutually beneficial collaboration, and credits his firm’s success to his “rock star staff.” Outside of work, John enjoys hunting and fishing with his family.

Episode 135: Charting a Path to Financial Services Amy Webber and John Fenwick
Episode 135: Charting a Path to Financial Services

Preferred Partners is located in Littleton, Colorado, and Royal Oak, Michigan, and specializes in helping their clients grow their practice, increase efficiency, and maximize profitability. Their resources include compliance, practice management, and transition assistance. John and his team’s mission is to help independent financial professional reach their goals and become successful in the industry. https://preferredpartners.biz/

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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