CM
Cameron Marzi
Grants Pass, OR
Verified Identity
Director of Financial Planning at
Rogue Advisors
Years of Experience
7 years
Member Since
2023
Allow Me to Introduce Myself
Rogue Advisors has been providing holistic financial planning and investment management to entrepreneurs and high net-worth individuals for over 20 years. Let me help you reach your goals!
Clientele
Business Owners
High Net Worth Individuals
Real Estate Agents
Retirees
New Investors
Services Provided
Investment Management
Financial Planning
Retirement Planning
Estate Planning Strategies
Specialties and Expertise
Cash Flow Analysis
College Planning
Business Ownership Strategies
High Net Worth Planning
Portfolio Construction
Credentials and Designations
Chartered Retirement Planning Counselor®
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Pricing Models
Hourly RateAUM
Disclosures and Proof of License
SEC Profile
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