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Rachael Camp

Advisor at Creative Financial Designs, Inc.

Updated today

Location

Denver, CO

Credentials

CFP®, Series 66

Industry experience

9 years

About

Rachael Camp is a CFP® professional with nine years of industry experience, currently serving at Creative Financial Designs, Inc. since 2020. Her prior experience includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of her advisory work, she is involved in personal finance education as a co-creator and video contributor for All Street Academy and produces content on social media platforms including Twitter and YouTube. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm utilizes asset-class model allocations informed by third-party research and offers a variety of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Client services

Based on Creative Financial Designs, Inc.

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Creative Financial Designs, Inc.

ESG / Sustainable investing Options & derivatives strategies

Demographic focus

Based on Creative Financial Designs, Inc.

Religious/faith focused

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Fee options

Percentage

$0+: Starting at 0.50% annually up to 2.00% annually for Brokerage Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Self-Directed Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Variable Annuity Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Non-Discretionary Advisory Services

Project-based

Hourly fee up to $350 per hour, negotiable

Subscriptions

Retainer fees from $25 per month up to $3,500 per month, negotiable

Other

Account minimum: $7,000 Minimum fee: Custodial fee charged by cfd Investments for accounts at NFS: $8 monthly minimum fee Fee-only: Advisory fees negotiated between 0.50% and 2.00% annually depending on service and platform

Location

Denver, CO

Most active in

Colorado · Indiana

Work history

Creative Financial Designs, Inc.

2020 - Present (6 years)

cfd Investments, Inc.

2020 - Present (6 years)

Jpmorgan Securities, Llc.

2017 - 2020 (3 years)

Jpmorgan Chase Bank, N.A.

2017 - 2020 (3 years)

CFD Investments

2016 - 2017 (1 year)

IU Kelley School of Business

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William Kowalski is a financial advisor at The Millstone Evans Group, LLC in Boulder, CO, holding Series 65 and Series 66 licenses with six years of industry experience. Prior to joining The Millstone Evans Group in 2025, he worked seven years at Atomos Nuclear and Space Corporation and spent four years with The Millstone Evans Group of Raymond James & Associates. The Millstone Evans Group serves individuals, including high net worth clients, as well as trusts, charitable organizations, and other entities, offering discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm manages portfolios using a range of investment vehicles and incorporates fundamental, technical, and ESG analysis in its investment process.

Tax-loss harvesting College savings (529s, UTMA, etc.) Life insurance needs analysis Options & derivatives strategies
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Westminster, CO

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General retirement planning Retirement income strategy
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Zack G

CFP®

Denver, CO

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Zack Gutches is a CFP® professional with five years of industry experience, currently serving as the sole advisor at True Riches Financial Planning in Denver, CO. His prior experience includes roles at LearnLux, where he provides consulting on financial well-being and company benefits, and Brighton Jones. He also performs tax preparation services for advisory clients. True Riches Financial Planning offers comprehensive financial planning and discretionary investment management through a Household CFO model, serving individual and non‑high‑net‑worth clients. The firm integrates modern portfolio theory with various analytical approaches and manages accounts using both active and passive investment vehicles, incorporating tax-aware strategies and socially responsible investment options when requested.

College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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Nicholas W

CFP®, Series 63, Series 65, Series 66

Denver, CO

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Nicholas Weisert is a CFP® with 12 years of industry experience, currently serving as the sole advisor at 46 North Financial in Denver, CO. His prior roles include positions at Integra Financial, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and DaVita Healthcare Partners. 46 North Financial is a fee-only registered investment adviser providing investment management, financial planning, and retirement plan consulting for individuals, corporations, charitable organizations, and employer-sponsored plans. The firm manages approximately $60.4 million in assets and is known for its work with charitable organizations and ERISA fiduciary services, utilizing third-party model portfolios and sub-advisers to implement tailored investment strategies.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Bart S

Series 63, Series 65

Denver, CO

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Income planning General tax planning Options & derivatives strategies
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Timothy S

CFP®, Series 65

Greenwood Village, CO

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Timothy Sample is a CFP®-certified financial advisor with six years of industry experience. He is the sole advisor at Sample Financial Solutions, LLC, an independent firm he has led since 2019. Prior to founding his firm, he spent twelve years at Western Union Financial Services. He also teaches part-time at a university. Sample Financial Solutions provides investment management and financial planning services to individuals, high-net-worth clients, and small business owners. The firm employs a primarily passive investment approach using index mutual funds and ETFs, complemented by fundamental and cyclical analysis when appropriate, and manages client accounts on a discretionary basis.

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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