Mrs. Penny Marchand, CFP®, EA

Cambridge Financial Group, LLC

Contact Details

Cambridge Financial Group, LLC
6700 N. Oracle Rd, Ste 324
Tucson, AZ 85704
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Primary: (520) 531-0550
Mobile: (520) 404-0574

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Penny Marchand, CFP®, EA is the principal of Cambridge Financial Group, LLC. Penny started her career in financial planning in 1988. Penny is a CFP®, registered investment advisor and is a graduate of the College for Financial Planning. She is also an enrolled agent with the Internal Revenue Service, Department of the Treasury. Penny has obtained the Series 7, 6, 63 and 65 securities licenses, as well as an insurance license. Penny is a member of the National Association of Personal Financial Advisors and is a licensed Cambridge Advisor. Penny is a founding member of the Alliance of Cambridge Advisors, LLC (now the Alliance of Comprehensive Planners), a group of financial advisors dedicated to providing holistic, comprehensive financial planning. Penny served a three-year term on the board of directors and also served as the president.

Professional Credentials/Designations

  • CFP®
  • EA

Serving Clients Living In

  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • ID
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • MO
  • MT
  • NC
  • NM
  • NV
  • NY
  • OH
  • OR
  • SC
  • TN
  • VT
  • WA
  • WI
  • WV
  • WY

Engagements Offered

  • Limited/Project Retainers
  • One-Time Reviews
  • Open Retainers
  • Standalone Investment Management
  • Wealth Management

Office Locations

  • AZ

Custodians Used

  • Schwab

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes