Abstract blue crystal background
  • Podcast

Episode 176: A Balancing Act

Steven Lathrop 

 “A work balance is one of those critical things. It can’t be all about just the hours. What you need to do is plan time for your family, plan time for yourself, and make sure your work time is as efficient as it can be.”

As a business and economics major, Steven Lathrop always knew he wanted a career in finance. After beginning a career path towards becoming a Chief Financial Officer, Steven learned the corporate world wasn’t for him – he desired more flexibility. After working in insurance and securities in a captive environment, Steven decided to try his hand in the independent space and has never looked back. Don’t miss this episode of Cambridge Stronger to hear Steven reflect on his more than 20-year partnership with Cambridge, how he’s seen the industry evolve over the years, and how he managed to be a successful financial planner while remaining actively involved with the U.S. Navy. 

Don’t miss Episode 176: A Balancing Act, as Steven Lathrop joins Cambridge CEO Amy Webber to discuss:

  • How he found fulfillment in the independent space
  • The skills needed to balance a career in financial services while serving in the military
  • What advice he has for next-gen financial planners

About Steven Lathrop

Steven Lathrop began his career in financial services in 1987 with Prudential Insurance. In 1997 he partnered with John Melbon to form Benefit Partners, a firm that specialized in employee benefits and executive compensation. They sold the firm to USI Insurance Services in 2008.

In addition to his financial services career, Steven also served for 30 years in the United States Navy Reserve where he recently retired as a Captain. During his service, he deployed four times in support of the Global War on Terrorism, with deployments to Iraq, Kuwait, Afghanistan, Djibouti, and Somalia.

His education includes a BS in Economics from Cal Poly Pomana, and an MBA in Finance, Accounting and Strategic Management from Claremont Graduate University. Steven also holds the Chartered Life Underwriter® and Chartered Financial Consultant® designations, as well as the Certified Financial Planner certification.

He is the proud father of Michael and Christine, and he resides in Franklin, Tennessee with his wife, Linda.

Newport Advisory, LLC, A California Limited Liability Company. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Newport Advisory and Cambridge are not affiliated.

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.

Begin your journey.