Cameron Capriotti, CFP®, CPA Legacy Chief Financial Office, LLC

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About Cameron Capriotti, CFP®, CPA

Cameron Capriotti graduated with honors from the Mays School of Business at Texas A&M University with a BBA in Accounting and a Master of Science in Finance. His path of client service began at KPMG and was furthered through his experience in Houston’s oil and gas industry. After this period, Cameron found his true calling as a Wealth Advisor at a boutique firm in The Woodlands, Texas, where he served over 130 individual investors and families with a client retention rate of 98%.

As a CPA and CFP® Professional, Cameron can engage his clients deeply and offer a personalized plan and high level of service that generates tangible results in his clients’ lives. The fulfillment he has experienced through this work has led to the creation of Legacy Chief Financial Office, where Cameron can focus his efforts on providing the quality of client service, he is so passionate about.

Outside of work, Cameron enjoys hunting, exercising, Texas A&M football, traveling and spending time with family and friends. A lifelong resident of the North Houston area, Cameron and his wife reside in The Woodlands and are active members at Church Project North County.

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Ideal Clients

  • Baby Boomers
  • Engineering Professionals
  • Equity Recipients (RS/RSU SOP ESPP)
  • Holistic Financial Planning

Ways Advisor Charges

  • Assets Under Management

SEC Records:

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