Cameron Folse - Financial Advisor
Cameron Folse - Financial Advisor

Cameron Folse - Financial Advisor

Offers remote services
Offers remote services
contact for price

Zip code
Annual income

Responds in about 16 min

Introduction: I strive to be a catalyst in the lives of others. My mission is to help my clients challenge what's possible by living life by design, and NOT by default. My belief is that everyone deserves financial security, and my team and I want to do everything in our power to help our clients get there.
Overview

Current Top Pro

Hired 5 times

1 similar job done near you

Background checked

License verified

1 employee

2 years in business

Social media

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Currently a top pro

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Current Top Pro

Featured Projects

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Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

Exceptional 5.0

10 reviews

5
100%
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Read reviews that mention:


Tatiana W.

Personal Financial Planning

If I had to pick a Finacial Advisor, it would definitely be Cameron. He is very professional and easy to talk to. He maintains open channels of communication and has assisted in making difficult financial ideas understandable. He took a comprehensive approach to my finances, taking into account my spending habits, debt commitments, and life goals in order to construct a relevant and accurate strategy. We now have a customized plan to fit my objectives! Strongly recommend!
Cameron Folse - Financial Advisor's reply
Thanks so much, Tatiana! It has been a pleasure working with you and I’m looking forward to seeing what you accomplish!
Sep 14, 2021
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Verified
Shane F.

Personal Financial Planning

As a young adult in a complex situation, Cameron Folse was able to quickly get me on track to reach my financial goals. I have low financial knowledge and so he was able to help me make informed decisions so that I can reach financial stability. He was also able to get me in to contact with some excellent resources that also helped out my financial situation. I 100% recommend Cameron as a financial advisor as he is knowledgeable, detail-oriented, and proactive. He truly cares that his clients best interests are achieved.
Cameron Folse - Financial Advisor's reply
Shane, thanks so much for the kind words! It really means a lot. It’s been so fun getting to know you and I look forward to seeing you and your family grow and thrive. Also, Go Pats!
Sep 2, 2021
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Verified
Adriana K.

Personal Financial Planning

I love working with Cameron! He’s great at explaining complex topics in ways that everyone can understand. He has helped me get started with my 401k, life/disability insurance, and saving for my financial goals. I highly recommend working with him!
May 4, 2021
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Verified
Felicia M.

Personal Financial Planning

I was very pleased of the knowledge and information that was provided to me. I’m looking forward to continuing to work with Cameron and meet the goals that was set. I will definitely recommend him to others.
Aug 9, 2021
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Verified
Marisa F.

I love his upbeat personality and his broad knowledge base. He made the conversation flow comfortably and answered my questions and eased my concerns. The meetings ran smoothly and we accomplished so much. I highly recommend him for all of your financial needs.
May 4, 2021
Credentials
License

License Type: Broker (TX)

License verified on 9/9/2021

Background Check

Cameron Folse

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I believe financial security should be accessible to everyone, and that is why I do not charge for planning services. If there is a part of the plan (i.e. an insurance product, investment account, etc.) that my clients choose to implement with me, I would get a percentage of that.

  • What is your typical process for working with a new customer?

    I meet people wherever they are in life and find out what is important to them. I get to know their vision for themselves, their family, their career/business, and put together a plan for them to get there. My strategies keep in mind not only wealth accumulation, but also risk mitigation and tax diversification.

  • What education and/or training do you have that relates to your work?

    I studied financial planning the University of Houston. I have my SIE, 6, 63, and have my insurance and investment licenses in multiple states. My goal is to have a client in every state. I have several years of experience in the field, and I am a CFP candidate. I also have access to some of the most intelligent financial advisors in the world who I will often bring into meetings to add value to the conversation.

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