One of the biggest areas that is often overlooked in an estate plan are the seemingly innocuous beneficiary designations tied to assets like retirement accounts and life insurance. The beneficiary…
One goal for employers is to hire and then incentivize the brightest talent available to remain with the employer and grow the business over time. So, what are the components…
Donor Advised Funds have gained in popularity in recent years. They provide an easy way to facilitate charitable giving, they can increase tax savings, and they can be creatively employed…
Conventional financial wisdom suggests that the first thing a person should do after building the three to six month rainy-day fund is to maximize contributions to retirement accounts. Qualified retirement…
At death, there is a little-known tax benefit that the federal government provides. It is an adjustment to tax basis and it can have a profound effect on the taxation…
Every plan for retirement is different and every person has different dreams for his or her post-work life. Whatever dream you have for retirement, and whatever passions you wish to…
Charities and non-profits need good people that are willing to donate time and energy to make sure the enterprise is running efficiently and doing good deeds. So, they seek out…
You can do whatever you want with your money and assets but when charged with caring for another person’s money and assets, a body of law provides guidance on how…
Sometimes our clients come into excess cash. They sell an asset or a business. They receive an inheritance or gift. They receive a large bonus or award. And, though the…
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Cornerstone Wealth Strategies is not registered as a broker-dealer or investment advisor.
* Beau Ruff, J.D., LL.M in Taxation, is a licensed, not practicing, lawyer
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Cameron is a Wealth Advisor who has been in the finance industry since 2008 and joined Cornerstone in 2020. He works with individuals and families as well as small business owners to help them pursue financial freedom through individualized financial planning. As Trader, Cameron also assists the team with investment analysis and portfolio construction, as well as the processing of trades and money transactions for our clients. Cameron enjoys having conversations with our Spanish-speaking clients.
Education: Cameron earned his Bachelor of Science in Economics from the University of Utah in 2008 and worked in the banking field until he became a licensed financial advisor in 2012. He holds he Series 7 registration through LPL Financial, and the Series 66 registration through both LPL Financial and Cornerstone Wealth Strategies.
Interests: Cameron was born and raised in the Tri-Cities. He is married to Jamie, and they have four wonderful children, Evelyn, Cassidy, Caleb, and Clara. Cameron is an active member in his community and his church. He enjoys being outdoors as much as possible with his kids, whether he is skiing, mountain biking or taking pictures with his drone.
