Bert  Whitehead

Bert Whitehead

| MBA, JD

Cambridge Connection Inc.

Fee-Only Financial Planner serving clients nation wide with four office locations

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

40950 Woodward Ave
Ste 140
Bloomfield Hills, MI 48304

701 Post St.
Beresford Arms Hotel
San Francisco, CA 94109

113 E 13th St
St. Cloud, FL 34769

4435 E. Calle del Conde
Tucson, AZ 85718

Bert Whitehead is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Bert is the founder and CEO of Cambridge Connection, Inc. and founder of the ACA (Alliance of Cambridge Advisors). He is admitted to practice in the United States Tax Court, Federal District Court, and Michigan Courts. Bert is a member of the National Association of Personal Financial Advisors , The Financial Planning Association, and the National Association of Tax Practitioners, as well as a member of the State Bar of Michigan. Recognized as leading authority on financial planning, Bert is a regular speaker at industry conferences and is often quoted in the Wall Street Journal, Investment News, and many others. His publications include “Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction”, a variety of booklets & accompanying CD on financial issues and Deduct It! Deduct It! Charitable Donation Tracker.  He also writes a periodic blog on topics of interest to clients.