Cameron Penney (CFP®)
Cameron Penney focuses in the
following client markets or areas of practice:
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Our services include advice on:
- Retirement Planning
- Retirement Income Strategies
- Investment Management
- Education Planning
- Insurance and Annuity Analysis
- Estate and Charitable Planning
- Pension Election Analysis
- Rental Property Analysis
- Employee Benefits Advice
- Executive Compensation Advice:
- Deferred Compensation
- Restricted Stock
- Stock Options
Additional Information
We offer a complimentary 'Get Acquainted Meeting' to see if we are the right partner for you.
NAPFA Start Date
May 02, 2016