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

CRPC®

Chartered Retirement Planning Counselor®

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Pricing Models

Hourly RateAUM

Disclosures and Proof of License

SEC Profile

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