Cameron is a Partner and Certified Financial Planner™ with over 10 years’ experience in the financial services industry. With his Equity Compensation (ECA) designation he specializes in helping employees of technology and life sciences companies that have significant equity compensation. He is also a Certified Exit Planning Advisor (CEPA) for privately held companies on their path to and post exit.
Cameron focuses on planning for outcomes that create freedom and flexibility for clients so they can enhance their today and enrich their tomorrow. Listen to Cameron’s podcast or video on how he manages his own money to see if his perspective aligns with yours.
Cameron regularly contributes to the Financial Symmetry Podcast and Blog and is also the author of “Where Family and Finance Meet: How to Align Your Finances With Your Family Values” . Here are a few of his most popular pieces:
- The 4 Mistakes Tech Employees Make With Their RSUs (And How to Avoid Them)
- Starting Over in Your 50’s – What To Do When You’re Laid Off
- Creating a Framework for Making Financial Decisions
- Leaving and Receiving an Inheritance by the Decades
Cameron is originally from New Bern, NC and graduated from NC State University. He spends his time with his wife and twin sons camping or attending Wolfpack sporting events.
