Cameron J. Henry, CFP ® , NSSA ®
Cameron believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans.
Cameron joins the firm as a third-generation financial services professional, following in the footsteps of his grandfather and father, Glen.
An industry veteran, Cameron spent 10 years as a CERTIFIED FINANCIAL PLANNER ™ professional with The Vanguard Group in Scottsdale, Arizona, providing comprehensive wealth planning to high net-worth individuals.
Recognizing that each client has individual needs, Cameron dedicates himself to understanding and appreciating each client’s situation before making recommendations. He believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans.
Born and raised in Cedar Falls, Cameron earned his bachelor’s degree from the University of Iowa in 2014 while at the same time earning his Series 7 & 63 securities licenses.
While at Vanguard, Cameron was able to achieve the CERTIFIED FINANCIAL PLANNER™ professional designation allowing him to further his knowledge and better assist clients.
Cameron has also earned the National Social Security Advisor® certificate allowing him to provide advice on Social Security planning.
When Cameron isn’t working, he enjoys traveling with his fiancé Jordan, coaching wrestling at the local junior high, skiing, fly-fishing, and cheering on the Iowa Hawkeyes.
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