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Personalized Wealth Management

You’ve built your success, but that doesn’t necessarily mean you want to manage it. Wealth brings you a lot of things, complexity usually being one of them. Simplifying it is what we do.

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Financial Planning

We put our extensive experience and resources to work in creating a unique and customized financial plan for each client.

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Portfolio Management

We take a unique, evidence-based approach to portfolio management.

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Cash Flow Planning

Use your cash effectively and make decisions that are in alignment with your goals.

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Risk Management

We help our clients identify gaps, or opportunities to improve or eliminate coverage.

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Tax Management

We partner with your tax advisor to bring you actionable advice ensuring you never pay more in taxes than you have to.

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Philanthropy

Our team is well-versed in a range of charitable giving strategies.

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Estate Planning

Our team will work in direct partnership with your attorney to guide you through important decisions around how and when your wealth will be transferred.

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Education Planning

We help assess costs and identify appropriate college savings plans.

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Values-Aligned Investing

Our advisors can help align your investment portfolio with what matters most to you.

Stay informed with insights on the latest topics grabbing our attention.

Stay informed with insights on the latest topics grabbing our attention.

Insights + Education

Our difference starts with higher standards

Our difference starts with higher standards

At Cable Hill Partners, we constantly ask ourselves what “great” looks like to continuously improve the way we help people clarify their values, fulfill their goals and elevate their lives.

Your wealth management team

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Kendall Acheson

Partner, Lead Advisor, CFP®, CPWA®

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Parham Aleali

Retirement Plan Specialist

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Karmela Babakhani

Client Services Manager

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Allison Bregoli

Director of People & Culture, PHR, SHRM-CP

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Ryan Christensen

Partner, Retirement Plan Lead Advisor

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David Christian

Founding Partner, Managing Director, CFP®

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Hannah Collette

Client Service Associate

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Shelby DeSiervo

Partner, Director of Advisory Services, Lead Advisor, CFP®, CRPS®

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Jennifer Estner

CCO/Trader

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Damek Fitz-Coy

Client Service Associate

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Jeffrey Gates

Partner, Lead Advisor, CIO, CFP®, MBA

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Brian Hefele

Founding Partner, CFP®

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Klansi Hess

Senior Client Service Associate

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Todd Hobson

Director of Financial Planning, Lead Advisor, CFP®, CPWA®

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Debbie Kincaid

HR & Office Manager, SPHR

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Caitlin Lee

Senior Client Service Associate

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C.J. McRae

Senior Relationship Manager & Team Lead

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Bethany Purkapile

Senior Relationship Manager

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Reem Rizk-Hunter

Advisor, CFP®

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Nick Rodwick

Client Service Associate

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Anthony Rue

Advisor, CFP®

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Nicholas Running

Retirement Plan Specialist

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Anna Shaw

Lead Advisor, CFP®

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Jesse Sigrist

Relationship Manager

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Meredith Stewart

Advisor, CFP®, CDFA®

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Joe Telafici

Systems Analyst

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Ali Ward

Administrative and Marketing Services Specialist

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Rob Young

Lead Advisor, CFP®, MBA

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