Junko Horvath, CERTIFIED FINANCIAL PLANNER ™, Certified Financial Transitionist®
CEO
Junko Horvath is a CEO of Fujiyama Wealth Management in Atlanta, Georgia. She is a CERTIFIED FINANCIAL PLANNER ™ and Certified Financial Transitionist® (CeFT®). With over 20 years of experience, she helps clients through...
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Christopher L. Pena, CFP®, CRC®
Director of Client Services
As a Director of Client Services with Fujiyama Wealth Management, Chris’s client-centered focus and passion for learning have produced a unique combination of competence and compassion for the clients he serves. His expertise...
Lozzi Kosman
Marketing Associate
Lozzi (Elazar) Kosman is a Marketing Associate for Fujiyama Wealth Management. For our company, Lozzi utilizes social media advertising and market research to reach out to potential clientele. Lozzi prides himself in being a match...
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Maribelle Curiel
Virtual Assistant
Maribelle joined Cambridge in 2018. In her current role, Maribelle assists with administrative responsibilities including account management, reporting and planning, communication, and client management. She attended Kirkwood Community...
Nichole Swanson
Virtual Assistant
Nichole Swanson joined Cambridge in 2016 and has two years of experience in the financial services industry. In her current role, Nichole assists financial advisors with administrative responsibilities including account management,...
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Holly Rachford
Virtual Assistant
Holly Rachford joined Cambridge in 2018. In her current role, Holly assists financial advisors with administrative responsibilities including account management, reporting and planning, communication, and client management. Holly...
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Tiffany Sallee
Virtual Assistant
Tiffany Sallee joined Cambridge in 2018. In her current role, Tiffany assists financial advisors with administrative responsibilities including account management, reporting and planning, communication, and client management. Tiffany...
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Kristin Boling
Virtual Assistant
Kristin Boling joined Cambridge in 2017. In her current role, she assists financial advisors with administrative responsibilities including account management, reporting and planning, communication, and client management. Kristin has...
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Gretchen Greiner
Virtual Assistant
Gretchen graduated from Indian Hills Community College with an Associate of Arts Degree. Gretchen plays a key role on the Cambridge Source team by assisting rep- advisors and their clients with paperwork, new accounts, scheduling, and...
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